OpenAI CEO declares “code red” as Gemini gains 200 million users in 3 months

Summary

The shoe is most certainly on the other foot. On Monday, OpenAI CEO Sam Altman reportedly declared a “code red” at the company to improve ChatGPT, delaying advertising plans and other products in the process, The Information reported based on a leaked internal memo. The move follows Google’s release of its Gemini 3 model last month, which has outperformed ChatGPT on some industry benchmark tests and sparked high-profile praise on social media. In the memo, Altman wrote, “We are at a critical time for ChatGPT.” The company will push back work on advertising integration, AI agents for health and shopping, and a personal assistant feature called Pulse. Altman encouraged temporary team transfers and established daily calls for employees responsible for enhancing the chatbot. The directive creates an odd symmetry with events from December 2022, when Google management declared its own “code red” internal emergency after ChatGPT launched and rapidly gained in popularity. At the time, Google CEO Sundar Pichai reassigned teams across the company to develop AI prototypes and products to compete with OpenAI’s chatbot. Now, three years later, the AI industry is in a very different place. Google released Gemini 3 in mid-November, and the model quickly topped the LMArena leaderboard, a crowdsourced vibemarking site that allows users to compare two AI models and select the one with outputs that please them most. The launch has been accompanied by measured praise from some and bombastic hype from others. Salesforce CEO Marc Benioff wrote Sunday on X that he was switching to Gemini 3 after using ChatGPT daily for three years. “I’m not going back,” Benioff wrote. “The leap is insane.”