"The AI industry has always been very competitive, and it's getting even more so. A relatively small group of AI labs are slugging it out to release the smartest models, and, by extension, the smartest chatbots. Ever since OpenAI released its ChatGPT chatbot three years ago, the upstart company has been seen as the leader, but that status has been called into serious question by Google's new Gemini 3 Pro model (and the Gemini app)."
"ChatGPT has grown quickly. The official number is 800 million weekly active users. Google's number is 650 million monthly active users for the Gemini chatbot. So, apples and oranges. SimilarWeb provides a somewhat better comparison, saying that Gemini's share of web traffic grew from 5.7% a year ago to more than 15% today. Meanwhile, ChatGPT's 87% share a year ago shrunk to 71.3% today."
"OpenAI is feeling the pressure from Gemini (and probably from Anthropic's new Claude Opus 4.5 model). CEO Sam Altman sent a memo to staff Monday declaring a "code red" effort to improve ChatGPT, according to The Information and other outlets. The effort includes reducing investments in enhancing the health information available on ChatGPT, as well as reducing work on the shopping experience, and the advertising that could go around that."
OpenAI faces growing competition from Google's Gemini and Anthropic's Claude Opus 4.5 as AI labs race to release the smartest models and chatbots. ChatGPT reports 800 million weekly active users while Google reports 650 million monthly for Gemini; SimilarWeb shows Gemini's web-traffic share rising from 5.7% to over 15% and ChatGPT's share declining from 87% to 71.3%. OpenAI CEO Sam Altman declared a "code red" and shifted resources away from health information, shopping features, and advertising to prioritize improving ChatGPT. Apple experienced a change in AI leadership. The music industry has begun cooperating with AI music-generation apps.
Read at Fast Company
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