The Bun acquisition made a little sense, Boris wanted Daddy Jarred to come clean up his mess, and Jarred is 100% able to deliver.
This doesn't make as much sense. OpenAI has a better low level engineering team and they don't have a hot mess with traction like Anthropic did. This seems more about acquiring people with dev ergonomics vision to push product direction, which I don't see being a huge win.
They do have a hot mess with traction amongst developers. Codex is far behind Claude Code (in both the GUI and TUI forms), and OpenAI's chief of applications recently announced a pivot to focus more on "productivity" (i.e. software and enterprise verticals) because B2B yields a lot more revenue than B2C.
Codex is not far behind Claude Code
Honestly, I like codex performance compared to claude code.