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The Shift to Agentic AI: Evidence from Codex

Author

Listed:
  • Drew Johnston
  • David Holtz
  • Alex Martin Richmond
  • Christopher Ong
  • Prasanna Tambe
  • Aaron Chatterji

Abstract

We analyze usage data from OpenAI's Codex tool to present large-scale evidence of how agentic AI technology, which can take actions on a user's behalf, changes how people work. We use an automated, privacy-protecting pipeline to contrast usage across three populations: external personal-account users, external organizational-account users, and workers within OpenAI. We find that agentic AI usage is growing rapidly: the number of active users has grown more than fivefold in the first half of 2026, with the most rapid increase occurring outside the initial audience of software developers. Uptake is uneven: within OpenAI, Codex usage is nearly universal and has largely replaced business usage of ChatGPT. We document a similar shift to agentic tooling outside OpenAI, particularly within organizations, although external adoption remains lower and more uneven. In addition to headline usage figures, we observe measures of sophistication, and find that a growing number of users have used Codex to change their workflows substantially. More than 10% of users manage three or more concurrent Codex agents at some point each week and that 26.6% use skills, which allow users to share instructions for complex workflows. Alongside these changes in usage practices, request complexity has increased: since the start of the year, the share of individual Codex users who submit at least one request for a task estimated to require more than eight hours for an experienced human to complete has increased nearly tenfold. Concurrently, output has grown rapidly -- in June 2026, the median OpenAI employee in a legal role generated 13 times more monthly output tokens across Codex and ChatGPT than they did in November 2025, while the median researcher generated more than 50 times as many. We conclude by discussing the implications of these patterns for productivity, job reorganization, and workforce restructuring.

Suggested Citation

  • Drew Johnston & David Holtz & Alex Martin Richmond & Christopher Ong & Prasanna Tambe & Aaron Chatterji, 2026. "The Shift to Agentic AI: Evidence from Codex," Papers 2606.26959, arXiv.org.
  • Handle: RePEc:arx:papers:2606.26959
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    References listed on IDEAS

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    1. Mert Demirer & John J. Horton & Nicole Immorlica & Brendan Lucier & Peyman Shahidi, 2026. "Chaining Tasks, Redefining Work: A Theory of AI Automation," Papers 2606.15960, arXiv.org.
    2. Eleanor W. Dillon & Sonia Jaffe & Nicole Immorlica & Christopher T. Stanton, 2025. "Shifting Work Patterns with Generative AI," NBER Working Papers 33795, National Bureau of Economic Research, Inc.
    3. Jeremy Yang & Kate Zyskowski & Noah Yonack & Jerry Ma, 2026. "How AI Agents Reshape Knowledge Work: Autonomy, Efficiency, and Scope," Papers 2606.07489, arXiv.org, revised Jun 2026.
    4. Mert Demirer & John J. Horton & Nicole Immorlica & Brendan Lucier & Peyman Shahidi, 2026. "Chaining Tasks, Redefining Work: A Theory of AI Automation," NBER Working Papers 34859, National Bureau of Economic Research, Inc.
    5. Mert Demirer & Leon Musolff & Liyuan Yang, 2026. "Writing Code vs. Shipping Code: Productivity Effects Across Generations of AI Coding Tools," NBER Working Papers 35275, National Bureau of Economic Research, Inc.
    6. Jeremy Yang & Noah Yonack & Kate Zyskowski & Denis Yarats & Johnny Ho & Jerry Ma, 2025. "The Adoption and Usage of AI Agents: Early Evidence from Perplexity," Papers 2512.07828, arXiv.org, revised Dec 2025.
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    Cited by:

    1. Aaron Chatterji & Daniel Rock & Eduard Talamas, 2026. "The Human-Machine Knowledge Spiral," Papers 2606.29227, arXiv.org.

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