Stripe offered to acquire us for $1.2 billion when we had $2M in revenue.
Today, we've raised $330M at an $8B valuation and reached $1B ARR.
We could've died three times during this journey.
This is the story I've never told anyone before:
Last week we released Claude Sonnet 4.5. As part of our alignment testing, we used a new tool to run automated audits for behaviors like sycophancy and deception.
Now we’re open-sourcing the tool to run those audits.
We trained gpt-5-codex to be great at both responsive and mobile front-ends. Here's a thread of some examples:
"Make a pixel art game where I can walk around and talk to other villagers, and catch wild bugs."
I just compared Claude Code vs Codex vs Cursor CLI
The task was to build a Next.js app with Tailwind 4 and shadcn components to collect customer feedback and showcase it with a widget.
I gave all three the same prompt and let them go for 30 minutes to see what they came up with.
Claude Code with Opus 4.1
Even though I told it to set up the app in the existing project folder, it tried to create a directory for it. After I interrupted and told it not to do that, it built a demo form and landing page with no errors.
I had to ask it to make the demo interactive so users could submit a testimonial and preview it.
The landing page looked like AI and was pretty basic, but it worked and it was done in a fraction of the time of the others.
Total tokens used: 33k
Codex with GPT-5
At the end of the 30 minutes I just could not get Codex to produce a working app. It got stuck in a loop of not being able to set up Tailwind 4 and despite many, MANY, attempts, I ended up with a "failed to compile" error.
Total tokens used: 102k
Cursor Agent with GPT-5
This was the slowest agent by far and a couple of times I actually thought it got stuck in a loop and was close to Ctrl+C'ing to cancel it.
The TUI is really nice though, especially how it shows diffs and it did eventually build a working app (after one or two slight errors that needed fixing)
The demo was interactive and it had a very minimal design that looked bare but also a lot less like an "AI generated" app than the Opus 4.1 design.
It also wasn't too chatty and just did what it needed to do!
Code quality was on a par with Opus 4.1, but it did use 5.5x as many tokens to get there. Still cheaper than Opus on a direct comparison but not when you factor in a Claude Code Max subscription.
Total tokens: 188k
I'll be able to do a proper comparison and record some videos when I'm back from holiday but for now, Opus is still the more capable model out of the box and Claude Code is the more complete CLI product.
It will be interesting to see how Cursor evolve their CLI though with commands and subagents because I think with GPT-5 they have a real shot at providing competition for Claude Code if they can optimise output to get similar quality with less tokens.
Jump to 0:40 in the video to see the two apps. Which do you think is which? ;)
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