Morning Tap 2027: A Billion Users, Codex in Legal and Sales, and Unitree’s 8,000x Order Book 💬🤖

Fifteen minutes. That’s the time I take to scan, curate, and post here. Each topic a light in the night sky, connect the dots, see the Constellation, tell the story. 🚀☄️

Uncover more stars in the sky, greg report Ai 2027

Gemini has reached 1 billion monthly users, while OpenAI says ChatGPT crossed that monthly mark earlier and reached 1 billion weekly users in July. OpenAI’s enterprise data shows weekly active Codex users up 108x in legal and 41x in sales since February, compared with 5x in engineering, while Unitree’s roughly $900 million Shanghai IPO drew retail orders for more than 8,000 times the shares available even as GXO says humanoid ROI remains a couple of years away.

greg report ChatGPT and Gemini both just passed 1 billion users: The Verge’s David Pierce and Hayden Field report that Gemini reached 1 billion monthly users while OpenAI says ChatGPT reached 1 billion weekly users in July, quoting OpenAI’s line “more than 1 billion people are putting ChatGPT to work,” and a billion users now gives every product meeting a very expensive question about what those people do next.

greg report From assistance to execution: How enterprises put Ai to work: OpenAI reports that weekly active enterprise Codex users grew 108x in legal and 41x in sales since February, compared with 5x in engineering, writing “Enterprise use is becoming more agentic,” and the sales bullpen just became a useful place to watch Codex spread.

greg report Unitree’s IPO may be just the beginning of an investor frenzy over humanoid-robot stocks: MarketWatch’s William Gavin reports that Unitree priced its Shanghai IPO at about $22 per share and sought roughly $900 million, with retail investors subscribing for more than 8,000 times the shares available, while GXO CEO Patrick Kelleher says “We have not achieved [return on investment] on humanoids yet,” and the ticker tape reached the loading dock before the payback model.

Thursday’s Silent Running is the one where Bruce Dern turns the greenhouse into a Shanghai humanoid-robot roadshow after seeing Unitree’s order book.

g🚀☄️

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