Google's new AI model puts OpenAI, the great conundrum of this market, on shakier ground

Core Insights - The article discusses the competitive landscape between OpenAI and Google, particularly focusing on Google's new AI chatbot, Gemini 3, which is seen as a significant threat to OpenAI's ChatGPT [1][2] - It highlights the potential challenges OpenAI faces under the leadership of Sam Altman, including the need to pivot towards other markets due to the strong position of Google in the AI space [2] Company Analysis - OpenAI is attempting to compete with Google in the AI sector, but it is suggested that it may struggle to match Google's capabilities, especially with the launch of Gemini 3, which has enhanced reasoning capabilities [1][2] - The article posits that OpenAI may need to explore other verticals such as social media, retail, or enterprise software to remain competitive, but faces significant challenges from established players like Meta and Amazon [2] Industry Trends - The article indicates a shift in the AI landscape, with Google solidifying its position as a leader through advancements in its AI technology, particularly with Gemini 3 [1][2] - There is a growing concern about the sustainability of OpenAI's business model, especially if it continues to pursue aggressive spending without a clear path to profitability [2]