3 6 Ke·2025-12-04 02:52Core Viewpoint - OpenAI is facing significant pressure from Google's advancements, particularly with the release of Gemini 3 Pro, prompting the company to prioritize improvements to ChatGPT over other revenue-generating initiatives [1][9][20]. Group 1: Competitive Landscape - OpenAI's internal alarm was raised as a response to Google's Gemini series, which has seen a rapid increase in monthly active users from 450 million in July to 650 million in October [12]. - The release of Gemini 3 has surpassed OpenAI's models in industry benchmarks, contributing to a surge in Google's market value [12]. - ChatGPT currently holds 70% of global AI assistant activity and 10% of search activity, but signs of growth slowdown are evident [12]. Group 2: Financial Pressure - OpenAI is not yet profitable and requires substantial external funding to sustain operations, with projections indicating a need for approximately $100 billion to cover cash burn [14]. - Revenue from ChatGPT is expected to reach $10 billion this year and $20 billion next year, but these figures are insufficient to cover the anticipated hundreds of billions in development costs [14]. - The company aims to achieve $200 billion in revenue by 2030 to become profitable, which places it at a disadvantage compared to competitors like Google that can fund investments through their own revenues [14]. Group 3: Product Development - OpenAI is expediting the development of a new reasoning model, codenamed "Garlic," which is expected to be released early next year as GPT-5.2 or GPT-5.5 [6][17]. - The new model aims to enhance user experience by providing personalized services and improving image generation capabilities [6]. - OpenAI has also indicated that it is working on multiple new models, which may complicate its product line further [18]. Group 4: Internal Dynamics - The urgency within OpenAI has led to a more intense work environment for employees, with daily meetings organized to focus on improving ChatGPT [8][19]. - The company has previously issued an "orange alert" for ChatGPT improvements, indicating ongoing concerns about its competitive position [18].