Mei Ri Jing Ji Xin Wen·2025-12-03 04:58Core Insights - OpenAI CEO Sam Altman has declared a "Code Red" status, reallocating resources to enhance ChatGPT's capabilities in response to increasing competition from Google [1][3] - Google has made a strong comeback in the AI field with the release of models like Gemini 3, which has surpassed ChatGPT in average user session duration [1][6][7] Company Strategy - OpenAI is pausing non-core projects, including its advertising business, to focus on improving ChatGPT [3][4] - The decision to halt the advertising initiative comes despite ChatGPT's potential to become a significant player in the advertising market, given its approximately 800 million weekly active users [3][4] Product Development - OpenAI plans to release a new reasoning model that is expected to outperform Gemini 3, although further improvements are needed for ChatGPT's user experience [5] - A new model, codenamed "Garlic," is in development, aiming to address issues in the earlier GPT-4.5 structure and is anticipated to be released as GPT-5.2/GPT-5.5 [5] Competitive Landscape - Google’s Gemini has seen a significant increase in average session duration, reaching 7.2 minutes, surpassing ChatGPT's 6 minutes [7] - Despite ChatGPT leading in monthly downloads at approximately 87 million, Gemini's download rate has surged from about 15 million per month in mid-2025 to around 66 million by the end of October [10] Financial Challenges - OpenAI's total debt is approaching $100 billion, with projections indicating that the company may not achieve profitability by 2030, even under optimistic growth scenarios [14][15] - The estimated costs for cloud and computing resources from 2025 to 2030 could reach $792 billion, with total commitments soaring to $1.4 trillion by 2033 [14][16]