OpenAI declares ‘code red’ as Google catches up in AI race
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OpenAI Declares 'Code Red,' Delays Projects Amid Google AI Rivalry
OpenAI Declares 'Code Red,' Delays Projects Amid Google AI Rivalry
Above: OpenAI CEO Sam Altman during a media tour of the Stargate AI data center in Abilene, on Sept. 23, 2025. Image credit: Kyle Grillot/Bloomberg/Getty Images
The Spin
OpenAI is demonstrating smart crisis management when core business metrics deteriorate. Pausing experimental revenue streams like advertising and shopping agents to focus resources on ChatGPT's speed, reliability, and model superiority shows disciplined prioritization.
OpenAI's panic over Google's Gemini 3 exposes the company's fragility and reveals how AI hype masks fundamental problems. The code red amounts to admitting ChatGPT is losing ground while the company burns billions, and this desperation play won't fix the deeper crisis.
ThereOpenAI is ademonstrating 50%smart chancecrisis Sammanagement Altman'swhen netcore worthbusiness willmetrics be $36deteriorate.9 billionPausing inexperimental Januaryrevenue 2030,streams accordinglike advertising and shopping agents to thefocus Metaculusresources predictionon communityChatGPT's speed, reliability, and model superiority shows disciplined prioritization.
OpenAI's panic over Google's Gemini 3 exposes the company's fragility and reveals how AI hype masks fundamental problems. The code red amounts to admitting ChatGPT is losing ground while the company burns billions, and this desperation play won't fix the deeper crisis.
Metaculus Prediction
There is a 50% chance Sam Altman's net worth will be at least $36.9 billion in January 2030, according to the Metaculus prediction community.
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© 2025 Improve the News Foundation.
All rights reserved.
Version 6.18.0