Tibo Sottio wrote on X that his recent silence is due to the funny internal Slack and because everyone is locked in DevDay, which will be interesting on Tuesday. The San Francisco DevDay is scheduled for Tuesday, September 29.

Sottio is one of the core creators of Codex and currently oversees OpenAI's core products and platforms, including ChatGPT and Codex, reporting to Greg Brockman. He is known for resetting usage limits for developers on social networks. The Codex CLI is written in Rust and open-sourced, supporting multiple models at runtime. ChatGPT and Codex are being integrated into the same super application, while independent products like the Sora video application have been consolidated.

In the same week, a frontend for ChatGPT Pro Max appeared before launch, with a monthly fee of $500, emphasizing "the fastest Work and Codex." The existing $200 Pro has paused new sign-ups due to demand for GPT-6 Astra. DevDay serves as a pricing window for features that are internally locked, with coding agents' long tasks being the most demanding in terms of inference latency.

The "full lock" positions the launch event as a convergence point for capacity and product calendars. The Slack jokes and external silence are typical preheating for developer relations: no leaks on specifics, only on temperature. After Codex transitioned from research preview to one of the fastest revenue-generating product lines, the audience for the launch event shifted from researchers to engineering teams that treat the model as labor.

In market mechanics, what is sold is the expectation of the launch event, and what is bought is developer renewals and upgrades. Demand comes from subscription users waiting for faster coding agents, while supply is constrained by inference cluster scheduling. The beneficiary is OpenAI, which can turn strings into price lists on Tuesday, while the pressured party is users already queued at the $200 tier. Funds will flow from the new tier's monthly fees into inference bills after the launch.

Source: Public Information