Core Insights - OpenAI is currently in a "code red" situation, acknowledging significant competition from Google, which poses a serious threat to its market position [1][3][8] - Sam Alman's strategy focuses on creating AI-native software rather than integrating AI into existing products, aiming to attract and retain users through personalized experiences [2][6] Competition Analysis - Google is recognized as a powerful competitor, and if it had fully committed to competing with OpenAI in 2023, the latter could have faced severe challenges [3][4] - Despite concerns, Sam Alman believes that Google's recent Gemini 3 has not significantly impacted OpenAI's user metrics as initially feared [4] User Engagement Strategy - OpenAI aims to build a loyal user base by providing a personalized experience, likening user retention to choosing a brand of toothpaste, where users tend to stick with their initial choice [5][6] - The company has reportedly reached around 800 million to 900 million users, leading in time spent on its platform, which is crucial for user retention [5] Proactive Measures - OpenAI is taking proactive steps to mitigate potential competitive threats, similar to how early actions during a pandemic can prevent larger issues later on [8][9] - The company has previously addressed competitive challenges, such as with Deep Seek earlier in the year, and is currently focusing its efforts on staying ahead of Google's advancements [9]