Google’s AI resurgence, led by Gemini 3, has significantly disrupted the AI landscape, prompting OpenAI CEO Sam Altman to declare a ‘code red’. Following earlier setbacks, a powerhouse team of Demis Hassabis, Sergey Brin, and Josh Woodward revitalized Google’s efforts. Gemini’s monthly active users skyrocketed from 350 million in March to 650 million by October, surpassing ChatGPT’s app store rankings. Notably, Google generated 1.35 billion website visits in November, while ChatGPT experienced a decline, dropping to 5.84 billion visits. The transition in the enterprise market was stark, with OpenAI’s share plummeting to 27%. Brin’s return and Woodward’s innovation dismantled bureaucratic barriers, facilitating rapid development and deployment of Gemini. Despite OpenAI’s historical lead, the competitive edge has shifted, making Altman acknowledge Google’s formidable presence. With Google’s AI infrastructure benefits and profitable backing from its core business, the stakes for OpenAI are high in this evolving AI duel.
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