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OpenCode

private
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OpenCode is a privately held company tracked for investment-relevant business and technology developments.

sentiment mix
bull 100%bear 0%neu 0%

funding rounds

private markets
awaiting round data

This slot renders the company's funding history: dates, rounds, amounts, valuations and lead investors once populated in data/funding-rounds.json.

signal summary

latest high-conviction thesis
OpenCode hits 13M MAU, 7T tokens/day, $40M ARR as neutral AI coding layer▾

OpenCode has achieved 20x growth to 13M monthly active users and 7T daily tokens by serving as a model-agnostic coding agent, capturing global demand for affordable AI coding via a $10/month subscription on open-source models and pay-per-token for frontier models.

jay vT2Y Combinator2026-07-24
confidence 78 / 100impact High
key themes
  • Open Source AI100%
  • AI Coding Agents100%
  • AI Economics & Business Models100%
  • Enterprise AI Adoption100%
  • AI Infrastructure100%

bull thesis · 1

91 / 100
  • •OpenCode hits 13M MAU, 7T tokens/day, $40M ARR as neutral AI coding layer

bear thesis · 0

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mentions · 1

Y CombinatorHe Built the World's #1 Open-Source Coding Agent1 mentions · 1▲ 0▼ 0○ · 2 months ago
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