Sam Altman declares ‘Code Red’ as Google’s Gemini 3 surges-ChatGPT once caused Pichai to do the same
Fortune • • business
Key Points:
- OpenAI CEO Sam Altman declared a “Code Red” in an internal memo to prioritize resources on improving ChatGPT amid intensifying competition from Google's Gemini 3 AI model, delaying other initiatives including advertising plans.
- Google launched Gemini 3 with a broad rollout across its ecosystem, gaining 650 million monthly users by October and earning credibility through strong benchmark results, marking a significant comeback after earlier missteps with its initial Gemini release.
- Despite ChatGPT's larger user base of 800 million weekly active users, OpenAI faces pressure to innovate rapidly, aiming to raise $100 billion and generate nearly $10 billion in revenue this year, while dealing with staff departures to rival AI labs.
- Altman announced a new reasoning model set to surpass Gemini
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