OpenAI is under pressure as Google, Anthropic gain ground
AlphabetAlphabet(US:GOOG) CNBC·2025-12-02 16:00

Core Insights - OpenAI is prioritizing improvements to its ChatGPT chatbot amid increasing competition from rivals like Google and Anthropic [2][3] - The company is pulling back investments in health, shopping, and advertising to focus resources on enhancing ChatGPT [2] - ChatGPT currently has over 800 million weekly users, indicating significant user engagement [3] Group 1: Company Strategy - OpenAI's CEO, Sam Altman, initiated a "code red" effort to enhance ChatGPT's capabilities [2] - The company aims to make ChatGPT more intuitive and personal while expanding global access [3] Group 2: Competitive Landscape - Google launched its AI model, Gemini 3, which has received positive feedback and boasts 650 million monthly active users [4] - Google's AI Overviews feature reaches 2 billion monthly users, highlighting the competitive pressure on OpenAI [4] - Altman acknowledged the success of Google's Gemini 3, indicating a recognition of the competitive landscape [4]