OpenAI is under pressure as Google, Anthropic gain ground
Sam Altman is feeling the pressure.
OpenAI’s CEO sent a memo to employees on Monday outlining a “code red” effort to develop chatbot ChatGPT. reports. According to reports, Altman said that OpenAI will pull back investments in areas such as healthcare, shopping and advertising as it tries to prioritize ChatGPT.
OpenAI declined to comment on Tuesday.
“Our focus now is to continue to make ChatGPT more capable, continue to grow, and expand reach around the world – while also making it feel even more intuitive and personal,” wrote Nick Turley, head of OpenAI ChatGPT. a post Monday at X.
Information he was the first to report the note.
More than 800 million people use ChatGPT every week, but the company faces increasingly stiff competition from its rivals Google and Anthropic.
Last month, Google announced its latest artificial intelligence model, Gemini 3, which topped industry benchmarks and was highly appreciated by users, researchers and developers on social media.
The company said its Gemini app has 650 million monthly active users, while AI Overview, which appears at the top of search results, has 2 billion monthly users.
Altman congratulated Google on its launch and wrote: a post At X last month, the Gemini 3 “looks like a great model.”
Meanwhile, Anthropic showed strong business momentum.
As of September, the startup said it had more than 300,000. business customersjust two years ago it was under 1,000. Large accounts, which Anthropic defines as customers representing more than $100,000 in revenue each, grew more than sevenfold last year, the company said.
OpenAI launched in 2015 as a nonprofit research laboratory, but has quickly become one of the fastest-growing commercial organizations on the planet following the launch of ChatGPT three years ago.
The company’s valuation has soared to $500 billion as it seeks to distribute its technology worldwide.
In recent months, OpenAI has raised more than $1.4 trillion in infrastructure commitments in a deal-making blitz. The staggering sum attracted attention and raised questions about how the company could meet these commitments.
Altman repeatedly dismissed their concerns.
Last month, OpenAI said it was on track to surpass $20 billion in annual revenue this year and plans to increase sales to hundreds of billions by 2030.
in a long time Publish on X In November, Altman said large infrastructure projects take time to build, so the company should start immediately.
“That’s the bet we’re making, and we feel good about it given our perspective,” Altman wrote.
Weeks later, Altman seems to be feeling the excitement.
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