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🚨🇺🇸 OPENAI DECLARES "CODE RED" AS GOOGLE AND ANTHROPIC EAT THEIR LUNCH Sam Altman has sent an internal memo telling OpenAI employees to drop everything and focus on fixing ChatGPT. Jason Calacanis from the All In Podcast: "A Code Red has been called by Sam Altman. He sent a...

65,725 просмотров • 6 месяцев назад •via X (Twitter)

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OpenAI just admitted Anthropic is KILLING their business. Their own applications chief told employees it was a "code red." Said Anthropic was a "wake-up call." Then admitted OpenAI had been "spreading efforts across too many apps" and it was "slowing them down." This is an internal confession. Here's why Anthropic is eating up OpenAI: 12 months ago, OpenAI owned 50% of all enterprise AI spending. Today it's just 27%. Anthropic went from nearly ZERO to winning 70% of every first-time enterprise AI deal. Seven out of ten companies buying AI tools for the first time are choosing Claude over ChatGPT. A year ago, one in 25 businesses on Ramp paid for Anthropic. Today it's one in four. OpenAI just had its biggest single-month adoption decline ever recorded. And Anthropic literally charges MORE than OpenAI for roughly the same performance. And businesses are STILL choosing them. In enterprise software, that never happens. The cheaper product usually wins. But Claude became something OpenAI never figured out how to be: Cool. Celebrities publicly switched to Claude. Senators are tweeting about using it. Engineers are shipping entire products with Claude Code in hours that used to take weeks. It started to became an identity signal. Like blue bubble vs green bubble in iMessage. Choosing Claude says something about you now. Meanwhile OpenAI went the opposite direction: They took the Pentagon contract that Anthropic refused. Greg Brockman donated $25 million to fund wars. ChatGPT uninstalls jumped 295% in a single day. Reddit posts saying "Cancel and Delete ChatGPT" got 30,000 upvotes. Anthropic said no to mass surveillance and autonomous weapons. Got blacklisted by the Pentagon. Trump called them a "Radical Left AI company." And their downloads went to #1 on the App Store the next day. Turns out refusing to build weapons is good marketing. But the real damage isn't consumer downloads. It's the MONEY. Claude Code hit $2.5 billion in annual revenue in six months. OpenAI's competing product Codex just barely crossed $1 billion. And Anthropic literally cannot meet demand. They're turning away paying customers because they don't have enough compute to serve them. A company REJECTING revenue because it's growing too fast. While OpenAI scrambles to consolidate. Last week OpenAI announced they're merging ChatGPT, Codex, and their browser into one "superapp." But what this really means: "We launched too many products, none of them worked well enough alone, so now we're cramming everything together and hoping it sticks." And remember their video tool Sora? Launched standalone. Hit #1 on the App Store. Usage flatlined within weeks. Now they're forced to shut it down. Their browser Atlas? Still hasn't launched publicly. Their IPO? Polymarket odds dropped from 55% to 35%. OpenAI has 900 million users. Anthropic has maybe 10 million daily actives. But here's the thing... OpenAI won the consumer war. ChatGPT is where your mom asks about recipes and your cousin makes memes. Anthropic won the war that actually MATTERS. The developers. The engineers. The enterprises writing 7 figure checks. OpenAI built the biggest chatbot on Earth. Anthropic built the tool that companies can't stop paying for. This is Yahoo vs Google all over again. Yahoo had the users. Google had the product. And we all know how that ended. OpenAI has 12 months to prove the superapp works, land the IPO, and stop the enterprise bleeding. If they can't, the most valuable startup in history becomes the most cautionary tale in tech. 900 million users don't mean anything if the people who actually pay are walking out the door. What do you think?

Ricardo

35,020 просмотров • 2 месяцев назад

Google just STOLE Apple away from OpenAI... And it might decide who wins the AI race. Apple announced a multi-year $1 billion deal with Google to power the next generation of Siri using Gemini AI. Not ChatGPT. Gemini. This is the same Apple that 18 months ago announced a partnership with OpenAI to integrate ChatGPT into iPhones. Everyone thought that meant OpenAI won. Turns out it was an audition. And OpenAI failed. Here's why: June 2024: Apple announces OpenAI partnership. Sam Altman tweets: "very happy to be partnering with apple." Media declares OpenAI the winner of the AI race. December 2025: Sam Altman issues "code red" at OpenAI. Tells everyone to pause everything and ship ChatGPT 5.2 faster. Why the panic? Google released Gemini 3 and it was actually good. January 2026: Apple picks Google. ChatGPT stays as an "optional feature" for complicated queries. But Gemini becomes the DEFAULT intelligence layer for 2 billion Apple devices. The financial reality: Apple pays OpenAI $0 But Apple pays Google $1 BILLION per year That's a verdict. The excuse OpenAI gave for why they did it for free was "exposure to millions of iPhone users." Which basically means "we couldn't negotiate worth shit." Meanwhile Google walked away with both the money AND the distribution. Why Google won: Infrastructure ownership. OpenAI runs on Microsoft's Azure cloud. That creates a dependency chain: Apple → OpenAI → Microsoft. 3 companies. 3 points of failure. Google owns its entire stack. One relationship. Zero middlemen. Apple's statement said Google's technology provides "the most capable foundation." Not "most innovative." Not "best partner." Most CAPABLE. In other words, OpenAI's tech couldn't handle the scale. The Alphabet boost: Google's stock hit $4 trillion market cap after the announcement. Up 65% in 2024 on AI momentum alone. This deal validates Google's pivot from "search company" to "AI infrastructure company." Now they power Samsung's Galaxy AI AND Apple's Siri. Billions of mobile devices running on Gemini. OpenAI's big problem here: Still no profit. Ever. Anthropic is stealing enterprise customers. DeepSeek launched a price war forcing ChatGPT to cut prices. GPT-5 was overhyped and underwhelming. Circular financing deals are getting scrutinized. And now Apple just downgraded them from partner to backup option. That "code red" in December? Too little, too late. The reality everyone's missing: This isn't about chatbot quality. It's about who owns the infrastructure to power billions of devices. Google proved it with Samsung. Now Apple. OpenAI proved it can build a viral product but can't scale it profitably. Very different skill sets. Elon called it "unreasonable concentration of power for Google." He's right. But that's exactly why Apple chose them. Apple doesn't want a startup partner. They want a utility provider. Google is now the default AI for Android AND iOS. OpenAI is relegated to opt-in queries for people who specifically request ChatGPT. That's the difference between infrastructure and feature. The next 12 months: Apple launches Gemini-powered Siri in spring 2026. If it works, every iPhone user defaults to Google's AI. ChatGPT becomes the thing people use when Siri can't answer. The backup plan. My takeaway for entrepreneurs watching this: Distribution beats innovation. Google didn't necessarily build a better chatbot. They built better infrastructure and negotiated better terms. OpenAI won the hype race. Google won the business war. What do you think can save OpenAI now?

Ricardo

50,663 просмотров • 5 месяцев назад

🚨 BREAKING: AI expert Yoshua Bengio just revealed Sam Altman's 'code red' is proof the AI race is now in survival mode. The Financial Times broke it... Sam Altman had declared code red at OpenAI. The same Altman who once called superhuman intelligence the greatest threat to humanity. Google and Anthropic were catching up. Internally, the gloves came off. It wasn't the first code red. Three years earlier, when ChatGPT first shipped, Sergey and Larry had declared code red at Google. Two code reds. Same race. Different incumbents panicking. "It is not a healthy race for all the reasons we've been discussing." "What would be a more healthy scenario is one in which we try to abstract away these commercial pressures." "They're in survival mode, right?" "And think about both the scientific and the societal problems." But the labs couldn't see past the next quarter. In other words: Survival mode killed the scientific question. "They're so obsessed by that race that they don't pay attention to how we might be doing things differently." "Where are they all racing? They're racing towards replacing jobs that people do." "Because there's like quadrillions of dollars to be made by doing that." The pitch was always "AI for medicine. AI for science." The internal memo said something else. Quadrillions, in survival mode, with a second code red on the wall. If you're new here, follow AI Evolution for the latest on ChatGPT, Claude, and the AI tools shaping how we work and create. — Yoshua Bengio ( Yoshua Bengio ), Turing Award–winning AI pioneer and founder of Mila, on Steven Bartlett's ( @SteveBartlettSC ) Diary Of A CEO

AI Evolution

16,583 просмотров • 14 дней назад