{"id":326380,"date":"2025-12-04T04:01:29","date_gmt":"2025-12-04T04:01:29","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/326380\/"},"modified":"2025-12-04T04:01:29","modified_gmt":"2025-12-04T04:01:29","slug":"openai-ceo-declares-code-red-as-gemini-gains-200-million-users-in-3-months","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/326380\/","title":{"rendered":"OpenAI CEO declares \u201ccode red\u201d as Gemini gains 200 million users in 3 months"},"content":{"rendered":"<p>In addition to buzz about Gemini on social media, Google is quickly catching up to ChatGPT in user numbers. ChatGPT has more than 800 million weekly users, <a href=\"https:\/\/openai.com\/index\/1-million-businesses-putting-ai-to-work\/\" rel=\"nofollow noopener\" target=\"_blank\">according to<\/a> OpenAI, while Google\u2019s Gemini app has <a href=\"https:\/\/www.businessinsider.com\/google-is-closing-the-gap-on-chatgpt-2025-10\" rel=\"nofollow noopener\" target=\"_blank\">grown<\/a> from 450 million monthly active users in July to 650 million in October, according to Business Insider.<\/p>\n<p>Financial stakes run high<\/p>\n<p>Not everyone views OpenAI\u2019s \u201ccode red\u201d as a genuine alarm. Reuters columnist Robert Cyran <a href=\"https:\/\/www.reuters.com\/commentary\/breakingviews\/openais-panic-button-risks-sounding-false-alarm-2025-12-02\/\" rel=\"nofollow noopener\" target=\"_blank\">wrote<\/a> on Tuesday that OpenAI\u2019s announcement added \u201cto the impression that OpenAI is trying to do too much at once with technology that still requires a great deal of development and funding.\u201d On the same day Altman\u2019s memo circulated, OpenAI <a href=\"https:\/\/openai.com\/index\/thrive-holdings\/\" rel=\"nofollow noopener\" target=\"_blank\">announced<\/a> an ownership stake in a Thrive Capital venture and a <a href=\"https:\/\/openai.com\/index\/accenture-partnership\/\" rel=\"nofollow noopener\" target=\"_blank\">collaboration<\/a> with Accenture. \u201cThe only thing bigger than the company\u2019s attention deficit is its appetite for capital,\u201d Cyran wrote.<\/p>\n<p>In fact, OpenAI faces an unusual competitive disadvantage: Unlike Google, which subsidizes its AI ventures through search advertising revenue, OpenAI <a href=\"https:\/\/fortune.com\/2025\/11\/26\/is-openai-profitable-forecast-data-center-200-billion-shortfall-hsbc\/\" rel=\"nofollow noopener\" target=\"_blank\">does not<\/a> turn a profit and relies on fundraising to survive. According to The Information, the company, now valued at around $500 billion, has committed more than $1 trillion in financial obligations to cloud computing providers and chipmakers that supply the computing power needed to train and run its AI models.<\/p>\n<p>But the tech industry never stands still, and things can change quickly. Altman\u2019s memo also reportedly stated that OpenAI plans to release a new <a href=\"https:\/\/arstechnica.com\/ai\/2025\/06\/with-the-launch-of-o3-pro-lets-talk-about-what-ai-reasoning-actually-does\/\" rel=\"nofollow noopener\" target=\"_blank\">simulated reasoning model<\/a> next week that may beat Gemini 3 in internal evaluations. In AI, the back-and-forth cycle of one-upmanship is expected to continue as long as the dollars keep flowing.<\/p>\n","protected":false},"excerpt":{"rendered":"In addition to buzz about Gemini on social media, Google is quickly catching up to ChatGPT in user&hellip;\n","protected":false},"author":2,"featured_media":326381,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[256,254,255,64,63,105],"class_list":["post-326380","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-au","tag-australia","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/326380","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=326380"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/326380\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/326381"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=326380"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=326380"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=326380"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}