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OpenAI clears 1 billion users, cuts GPT-5.6 Luna 80%, hands Revolut a 75-million-customer distribution deal

Buried in the July 31 disclosure: Codex now generates 99.8% of OpenAI's weekly output tokens.

By Ben Krauss · Daily desk lead ·

OpenAI told the market on July 31, 2026 that its models now reach more than 1 billion active users and 2 million businesses, up from a previously cited 900 million weekly users, per CFO Sara Friar. The same disclosure carried three items the headline number tends to bury: a fresh Codex-usage figure, an 80% price cut on GPT-5.6 Luna the day before, and a distribution pact routing ChatGPT Go through Revolut’s 75 million customers.

The Codex line is the one to sit with. OpenAI now says “Agentic work through Codex now accounts for 99.8% of its weekly output tokens across the company.” The consumer chatbot is the front of house; the token economy behind it’s almost entirely agents writing to other agents. Retention data points the same way: TechRepublic reports users send about 50% more messages a day and use ChatGPT for roughly twice as many kinds of work six months after signing up.

Pricing moved to match. GPT-5.6 Luna fell 80% on July 30, from $1 and $6 per million input and output tokens to $0.20 and $1.20, per TechSpot. GPT-5.6 Terra dropped 20%, to $2 and $12. Flagship Sol got a Fast mode running 2.5x the speed at 2x the price. The shape is familiar from every commoditizing infrastructure market: crush the low end, ladder the premium tier, meter the speed.

Revolut is the distribution play. ChatGPT Go ships free for three months on Standard and Plus, six on Premium and Pro, twelve on Metal and the £55-per-month Ultra. The Next Web called it “one of the largest consumer distribution deals a fintech can offer.” Emmanuel Marill, OpenAI’s EMEA managing director, framed the reach as “millions of customers worldwide.” Financial terms weren’t disclosed. Free-tier and Go users have carried contextual ads since February 9 in the U.S. and June 6 in the U.K.

OpenAI lost $21 billion on $13.07 billion of 2025 revenue. The Luna cut and the Revolut bundle read as the same instinct: buy the surface area now, price the tokens later.

Sources