1300万月活、近6000万美元ARR：OpenCode 如何在Claude Code、Codex 夹缝中长出来？
英文摘要
OpenCode, an open-source coding agent launched in June 2025, has grown to 13 million monthly active users and an annualized revenue approaching $60 million, with 160,000 paid subscribers and an inference business processing 7 trillion tokens daily. Its growth was accelerated in January 2026 when Anthropic blocked Claude Code usage via OpenCode, which inadvertently raised awareness and led OpenAI to grant official support. The company occupies a neutral, model-agnostic position, supporting over 70 models and benefiting from fierce model competition. Its inference unit achieves profit margins up to 80-90%, and it uses free tokens as customer acquisition cost. OpenCode’s co-founders emphasize product judgment over speed, warn against feature bloat, and have rejected acquisition offers to pursue long-term independence.
中文摘要
开源编码代理 OpenCode 于 2025 年 6 月推出，月活用户达 1300 万，年化营收近 6000 万美元，拥有 16 万付费用户，每日处理 7 万亿 token。2026 年 1 月 Anthropic 封锁其 Claude Code 在 OpenCode 中的使用，反而提升了 OpenCode 知名度，随后 OpenAI 给予官方支持。该公司定位为开源、中立、不绑定模型的工具，支持 70 多种模型，从模型竞争中获得优势。其推理业务利润率高达 80-90%，并以免费 token 作为获客成本。公司联合创始人强调产品判断力重于发布速度，警告功能膨胀，并已拒绝收购要约，谋求长期独立发展。
关键要点
OpenCode has grown to 13 million MAU and ~$60 million ARR, with 7 trillion daily tokens processed.
OpenCode 月活达 1300 万，年化营收近 6000 万美元，每日处理 7 万亿 token。
Anthropic’s block of Claude Code on OpenCode in January 2026 accidentally raised OpenCode’s profile and led to OpenAI granting official support.
Anthropic 在 2026 年 1 月封锁 OpenCode 上的 Claude Code 使用，意外提升 OpenCode 知名度，并促使 OpenAI 给予官方支持。
OpenCode occupies a neutral, model-agnostic position, supporting over 70 models and benefiting from competition among model providers.
OpenCode 占据开源中立、不绑定模型的位置，支持 70 多种模型，从模型提供商间的竞争中获益。
Its inference business achieves profit margins up to 80-90%, and it uses free tokens as customer acquisition cost.
推理业务利润率高达 80-90%，并以免费 token 作为获客成本。
The founders emphasize product judgment, warn against feature bloat, and have rejected acquisition offers.
公司创始人强调产品判断力，警惕功能膨胀，并已拒绝收购要约。