Microsoft(US:MSFT) Hua Er Jie Jian Wen·2025-05-20 06:29Core Insights - OpenAI's CEO Altman stated that the launch of the AI programming agent Codex represents one of the most significant transformations in the field of programming [1][4] - The new Codex, powered by the codex-1 model, is designed to handle multiple tasks simultaneously, marking a substantial upgrade from the original version released in 2021 [1][2] - Altman emphasized the importance of early investment in AI technology, suggesting that those who commit early will reap substantial rewards [1][8] Group 1 - The Codex AI programming agent can fix bugs, develop new features, and answer coding questions, functioning as a "virtual teammate" for developers [1][4] - Altman highlighted that the evolution of software engineering is now at a point where complex tasks can be delegated to the AI, allowing for parallel processing of requests [4] - The AI models are expected to become more user-friendly, with automatic model matching and enhanced reliability, making them "plug-and-play" for various applications [6] Group 2 - Altman noted that the rapid pace of technological iteration poses challenges, and companies must prepare for the explosive growth of model capabilities in the coming years [7] - The historical context of technological breakthroughs suggests that early adopters of such innovations typically achieve significant returns [8]