Sam Altman, the CEO of OpenAI, has issued a striking “code red” for the organization as it faces competition from Google’s new AI offering, Gemini 3. Here’s the situation detailed in an internal memo:

Background

The memo indicates that the competition has advanced significantly, prompting Altman to demand heightened focus on improving ChatGPT immediately. He requested that staff be reassigned from other projects, including advertising initiatives and the development of a personal assistant named Pulse.

In this new setup, the ChatGPT team must report daily on their progress, signaling a shift towards prioritizing their flagship product’s market performance.

Altman stated: “I expect the vibes out there to be rough for a bit.”

Translation: Altman foresees challenging conditions ahead as OpenAI adapts to its emerging competitors.

Google’s Advancements

Google’s Gemini 3 has quickly grown in popularity, with user numbers reportedly surpassing 650 million, putting pressure on OpenAI to act swiftly in upgrading ChatGPT’s capabilities. As Google doubles its AI serving capacity every six months, concerns arise over OpenAI’s profitability and the sustainability of its funding model.

Conclusion

As the AI landscape evolves rapidly, Altman’s actions underscore the urgency for OpenAI to innovate or risk falling behind in a fiercely competitive market.