OpenAI triggers a red alert in response to competitive pressure from Google Gemini 3.

OpenAI CEO Sam Altman recently launched “Code Red (”, urging the team to focus entirely on improving ChatGPT and delaying entry into the advertising market to counter the strong encroachment of Google Gemini 3 and the rapid growth of Anthropic in the enterprise sector, hoping to maintain its AI leadership position.

Sam Altman issued a red alert, fully defending ChatGPT.

OpenAI CEO Sam Altman issued a memo to internal staff this week announcing the launch of the Code Red plan: “We are at a critical moment for ChatGPT.”

The Information reported that OpenAI will pause investments in non-core businesses such as health, shopping, and advertising, and will fully focus on enhancing the capabilities and personalization of ChatGPT:

The launch of Gemini 3 may bring temporary headwinds for the company, and I expect the external atmosphere to be unfavorable for a while.

Altman told employees that all resources must be used to strengthen the core product at this stage to ensure that the competitive advantage is not eroded.

The rise of Google Gemini 3 and Anthropic Claude pressure emerges

OpenAI is facing unprecedented competitive pressure, as Google's Gemini 3, launched last month, has received rave reviews in the market, with its Gemini App achieving an astonishing 650 million monthly active users )MAU( and AI search summaries )AI Overviews( reaching 2 billion.

Menlo Ventures partner Deedy pointed out that since the launch of Gemini 3, the average daily active users of ChatGPT have dropped by 6%, indicating that competitors have begun to shake user habits.

Anthropic is also emerging in the enterprise market, with the number of corporate clients growing from less than a thousand two years ago to 300,000 today, and large clients with annual revenues exceeding $100,000 have increased sevenfold within a year.

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Valuation soars, costs surge: OpenAI faces financial reality test

Unlike companies with cash flow businesses such as Google and Meta, OpenAI, an artificial intelligence company reportedly valued at up to $1 trillion, mainly relies on financing to obtain funds, but this still leaves it in a state of loss.

At the same time, OpenAI has signed multiple commitments for computing infrastructure cooperation in recent months, planning to invest over 1.4 trillion dollars in training and deploying its AI systems over the next eight years. This has raised external questions about whether the company can bear such a huge cost, but Altman stated that this is a necessary long-term bet for future competition.

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ChatGPT Third Anniversary! Nick Turley: Driving the Evolution of Search

ChatGPT Product Director Nick Turley also posted on X yesterday to celebrate, emphasizing that the goal for the next three years is to make ChatGPT more powerful and personalized, and to expand global accessibility: “Among them, search is one of the biggest opportunity areas.”

ChatGPT currently accounts for approximately 10% of search activity and is growing rapidly, and we see a significant expansion potential.

As Google and Anthropic close in, OpenAI's next steps will also determine whether it can continue to maintain its position as a leader in AI.

This article discusses OpenAI's red alert in response to competitive pressure from Google Gemini 3, first appearing on Chain News ABMedia.