OpenAI’s Codex just became a Wall Street analyst, and the moat belongs to FactSet & Moody’s 🤖📊; Anthropic has lapped OpenAI just in time to lead the most dangerous IPO wave since 1999 😳🔔

FinTech is Eating the World, 3 June

Hey Everyone,

Good morning & happy Wednesday! Today we’re diving deep into OpenAI’s Codex that just became a Wall Street analyst (what OpenAI exactly shipped and why it matters, how this hands the durable moat to companies most people aren’t even watching, and the 4 shifts we’d bet on over the next 2 years + bonus deep dives into OpenAI’s Super App strategy & how Anthropic just told AI founders exactly what to build in 2026 inside), and $1 trillion AI giant Anthropic, which just confidentially filed for an IPO (why it matters & why it’s critical that the Claude maker IPOes before OpenAI & why you should in fact watch SpaceX the closes here + bonus dive into everything Anthropic shipped in 2026 so far & how to actually use it). So let’s jump straight into the finnovative stuff 🌶️

OpenAI’s Codex just became a Wall Street analyst, and the moat belongs to FactSet & Moody’s 🤖📊

The BIG News 🔥 On June 2, OpenAI did something stranger than ship a new model. It aimed Codex, the tool it built to write software, at Wall Street, releasing finance plugins that turn the agent into a public equity analyst & an investment banker on demand 🤖

At first, it looks like OpenAI is finally catching Anthropic in finance. But when you think deeper, two questions almost no one is asking come up. Why is a coding tool, of all things, the product now doing banking? And while everyone argues over which lab has the better model, who’s quietly positioned to capture most of the value this unlocks? 🤔

Let’s take a closer look and answer both, and the second answer reorders who actually wins this race. We cover exactly what OpenAI shipped and why it matters, the insight buried in its own product history that explains the whole pivot, the move that hands the durable moat to companies most people aren’t even watching, and the four shifts we’d bet on over the next two years. If you allocate capital, sell into finance, or build in this space, this is crucial to understand before your competitors do.