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OpenAI’s ’Code Red’ as Google’s Gemini and Anthropic Close Gap on ChatGPT

OpenAI’s ’Code Red’ as Google’s Gemini and Anthropic Close Gap on ChatGPT

Published:
2025-12-02 15:07:02
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BTCCSquare news:

OpenAI has declared an internal 'code red' as competition from Google's Gemini and Anthropic intensifies. Sam Altman's leaked memo reveals urgent priorities: enhanced personalization, faster response times, and expanded question-handling capabilities. The pressure follows Gemini's recent outperformance on benchmark tests and Anthropic's growing enterprise traction.

Google's AI momentum is undeniable. Gemini's user base surged 44% to 650 million monthly actives after launching its Nano Banana image generator. The model's technical achievements already eclipse ChatGPT in standardized evaluations, sending Google's stock upward. Meanwhile, Anthropic continues carving out a lucrative B2B niche.

OpenAI's billion-dollar data center investments loom large. With CFO Sarah Friar ruling out near-term IPO plans, the company faces mounting pressure to monetize its infrastructure spending. Delays to ancillary projects—including advertising tools and the Pulse personal assistant—highlight redirected resources toward Core product improvements.

|Square

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