Since the start of the year, @OpenCode (YC W21) — an open source alternative to Claude Code and Codex that works with any model — exploded to 4.6 million weekly active users, 13 million monthly actives, and roughly $40M in annualized revenue.

In this episode of The Lightcone, @harjtaggar, @snowmaker, and @sdianahu talk with Jay V (@jayair), OpenCode’s CEO, about what’s driving this wild growth, the Anthropic clampdown that inadvertently fueled it, and the almost 20 year founder journey that led him here.

00:44 — OpenCode’s Explosive Growth

01:16 — 20x Growth, 13M Users, and 7 Trillion Tokens

03:39 — The Anthropic Controversy That Changed Everything

05:43 — Bringing AI Coding Agents to the World

06:39 — When Open Source Models Became Good Enough

08:56 — What Millions of Developers Are Actually Using

13:31 — Why OpenCode Is Huge Outside the US

15:27 — Why Fortune 500 Companies Choose OpenCode

16:36 — The Economics of AI Tokens

20:02 — How Enterprises Are Using Coding Agents

22:58 — AI’s New Unit Economics

24:56 — Why Model Choice Matters

29:55 — The Product Decisions Behind OpenCode

34:21 — A 16-Year Overnight Success

41:16 — Why Jay Never Gave Up