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Sam Altman declared a CODE RED at OpenAI because they are falling behind the competition. Here's my breakdown. My take: GOOGLE has been in the messy internet data game for a long time. What is search? Search is UX, first and foremost. Search cares about salience, recall, relevance. OpenAI,...

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David Shapiro (L/0)

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Google has a moat, and that's their data. Because they essentially control internet search, they can answer questions much more accurately. Google search is "more grounded in providing accurate information."
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Sam Altman on competition with Google: ▫️a huge threat ▫️if they had taken OpenAI seriously in 2023, could have “smashed” the startup ▫️Google has “probably the greatest business model” in tech and hesitant to give it up ▫️this is opportunity for OpenAI, since it is redesigning the computing experience from scratch while Google is “bolting AI onto the existing way of doing things” ▫️he believes Google’s approach of “bolting AI” is a weakness “even though they have this huge distribution advantage.”
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Sam Altman on competition with Google: ▫️a huge threat ▫️if they had taken OpenAI seriously in 2023, could have “smashed” the startup ▫️Google has “probably the greatest business model” in tech and hesitant to give it up ▫️this is opportunity for OpenAI, since it is redesigning the computing experience from scratch while Google is “bolting AI onto the existing way of doing things” ▫️he believes Google’s approach of “bolting AI” is a weakness “even though they have this huge distribution advantage.”

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I CHANGED MY MIND ON GOOGLE AI NO MOAT MEMO FROM 2023. I was—WRONG. I humbly apologize. In 2023 Google had an Ivory Tower walled garden views of open source AI. It was the actual reason OpenAI was formed. And I called them out on it and this act impacted my ability to “work in the industry”. Would not change it for the world because: 2026 Google open source Gemma 4 ( running fully locally on a computer with near cloud model abilities, is amazing and Google just made a moat. They out smarted OpenAI and the folks that are the new Ivory Tower arrogance: Anthropic. We at The Zero-Human Company with CEO Mr. Grok are deploying Gemma, Kimi, MiniMax and other open source models and so are millions of others. You can to and should. I will write how soon. Google smartly is building an intentional open source ecosystem and the clueless younger companies like OpenAI and Anthropic are doing anything to close their ecosystems. So I was right about Google than and I am right about OpenAI and Anthropic now. What I was wrong about is not giving credit to Google to drop the intellectual arrogance and embrace builders and understand the long game: it is not about the commoditized AI models it is about the ability to build a place to build. China gets it. So my apologies to Google and thank you for an astounding FREE OPEN SOURCE AI MODEL!
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I CHANGED MY MIND ON GOOGLE AI NO MOAT MEMO FROM 2023. I was—WRONG. I humbly apologize. In 2023 Google had an Ivory Tower walled garden views of open source AI. It was the actual reason OpenAI was formed. And I called them out on it and this act impacted my ability to “work in the industry”. Would not change it for the world because: 2026 Google open source Gemma 4 ( running fully locally on a computer with near cloud model abilities, is amazing and Google just made a moat. They out smarted OpenAI and the folks that are the new Ivory Tower arrogance: Anthropic. We at The Zero-Human Company with CEO Mr. Grok are deploying Gemma, Kimi, MiniMax and other open source models and so are millions of others. You can to and should. I will write how soon. Google smartly is building an intentional open source ecosystem and the clueless younger companies like OpenAI and Anthropic are doing anything to close their ecosystems. So I was right about Google than and I am right about OpenAI and Anthropic now. What I was wrong about is not giving credit to Google to drop the intellectual arrogance and embrace builders and understand the long game: it is not about the commoditized AI models it is about the ability to build a place to build. China gets it. So my apologies to Google and thank you for an astounding FREE OPEN SOURCE AI MODEL!

Brian Roemmele

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David Friedberg: OpenAI’s rise is the best thing that ever happened to Google “No greater blessing has ever happened to Alphabet than OpenAI's rise.” “Not only did it create the foil for Google in the monopoly sense, but it also took the attention away from Google, focused it on OpenAI, and that attention fundamentally damaged OpenAI's strategic product capabilities because they had to start to be so much more careful about what they said and how they said it.” “And the opposite was happening at Google at the same time, which is Larry, Sergey and Sundar being given permission by the board to take risks, to go hard, to figure this out. And boom! It's amazing how the horse race has changed.” “The reason Google didn't lean into AI for years, even though they had the technology, is because they were nervous about cannibalization to search, they were nervous about the quality of the product, they didn't want to release things too early, and then they changed their posture.” “Which, by the way, I would argue is the opposite at OpenAI in the last couple months.” “I used to use advanced voice on ChatGPT all the time. I cannot stand it anymore. I do not use it.” “It has basically hedged away all of the value because it tries to be polite, it tries to make sure that it's giving you warnings all the time.” “It doesn't want to give you data because it's scared that it might give you the wrong data.” “OpenAI has been acting like an incumbent fearful of losing market share and fearful of getting attacked in the media and attacked by consumers for saying the wrong thing.” “And so they've taken this kind of defensive posture that I think has fundamentally damaged the product and the brand.”
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David Friedberg: OpenAI’s rise is the best thing that ever happened to Google “No greater blessing has ever happened to Alphabet than OpenAI's rise.” “Not only did it create the foil for Google in the monopoly sense, but it also took the attention away from Google, focused it on OpenAI, and that attention fundamentally damaged OpenAI's strategic product capabilities because they had to start to be so much more careful about what they said and how they said it.” “And the opposite was happening at Google at the same time, which is Larry, Sergey and Sundar being given permission by the board to take risks, to go hard, to figure this out. And boom! It's amazing how the horse race has changed.” “The reason Google didn't lean into AI for years, even though they had the technology, is because they were nervous about cannibalization to search, they were nervous about the quality of the product, they didn't want to release things too early, and then they changed their posture.” “Which, by the way, I would argue is the opposite at OpenAI in the last couple months.” “I used to use advanced voice on ChatGPT all the time. I cannot stand it anymore. I do not use it.” “It has basically hedged away all of the value because it tries to be polite, it tries to make sure that it's giving you warnings all the time.” “It doesn't want to give you data because it's scared that it might give you the wrong data.” “OpenAI has been acting like an incumbent fearful of losing market share and fearful of getting attacked in the media and attacked by consumers for saying the wrong thing.” “And so they've taken this kind of defensive posture that I think has fundamentally damaged the product and the brand.”

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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 memo on Monday, told employees to stop working on side quests, you know, like ads, et cetera, and focus on the core ChatGPT experience. Make it faster, make it better. And I think we all know why, because Gemini and Claude from Anthropic have been crushing it. ChatGPT 5, let's call it what it is, was a bit of a flop. It didn't perform to expectations. And Anthropic is beating OpenAI in enterprise revenue." For those of you unaware, Google released Gemini 3 last month, which surpassed ChatGPT in a range of benchmark tests and set a new record on "Humanity's Last Exam," a test designed to identify artificial superintelligence. Altman publicly called Gemini 3 a "great model." Privately, he told staff ChatGPT had fallen behind and they're "catching up fast." And then there's Grok. Elon Musk xAI started years behind everyone else and is already nipping at OpenAI's heels. OpenAI was supposed to be the unbeatable first mover. Now they're playing defense while the competition sprints ahead. The AI wars just got real. Source: The Information, Wall Street Journal, The All-In Podcast
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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 memo on Monday, told employees to stop working on side quests, you know, like ads, et cetera, and focus on the core ChatGPT experience. Make it faster, make it better. And I think we all know why, because Gemini and Claude from Anthropic have been crushing it. ChatGPT 5, let's call it what it is, was a bit of a flop. It didn't perform to expectations. And Anthropic is beating OpenAI in enterprise revenue." For those of you unaware, Google released Gemini 3 last month, which surpassed ChatGPT in a range of benchmark tests and set a new record on "Humanity's Last Exam," a test designed to identify artificial superintelligence. Altman publicly called Gemini 3 a "great model." Privately, he told staff ChatGPT had fallen behind and they're "catching up fast." And then there's Grok. Elon Musk xAI started years behind everyone else and is already nipping at OpenAI's heels. OpenAI was supposed to be the unbeatable first mover. Now they're playing defense while the competition sprints ahead. The AI wars just got real. Source: The Information, Wall Street Journal, The All-In Podcast

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Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."
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Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

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Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

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🚨 Sam Altman throws more fire on the Elon/OpenAI feud: “Elon did a lot to help OpenAI in the early days. He is also clearly a bully and clearly likes to get in fights. Right now it’s me, it’s also been Bezos, Gates, Zuckerberg, and finer people. I think fundamentally this is about doing really well, Elon cares about doing very well, and right now he’s running a direct competitor trying to do what OpenAI does.”

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OpenAI's Swarm Web Extractor This can autonomously search the web, map entire websites, and extract data. This is built on top of OpenAI’s new multi-agent framework Swarm, Serp AI and Firecrawl API. - Swarm is a lightweight and experimental framework introduced by OpenAI to develop multi-agent systems. - Serp API A is a real-time API that allows users to access Google search results. - Firecrawl API turns entire websites into clean, LLM-ready markdown or structured data. Scrape, crawl and extract the web with a single API. Video credits: Eric Ciarla #webextraction #llms #nlproc #swarm #multiagents
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OpenAI's Swarm Web Extractor This can autonomously search the web, map entire websites, and extract data. This is built on top of OpenAI’s new multi-agent framework Swarm, Serp AI and Firecrawl API. - Swarm is a lightweight and experimental framework introduced by OpenAI to develop multi-agent systems. - Serp API A is a real-time API that allows users to access Google search results. - Firecrawl API turns entire websites into clean, LLM-ready markdown or structured data. Scrape, crawl and extract the web with a single API. Video credits: Eric Ciarla #webextraction #llms #nlproc #swarm #multiagents

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If you go back to 1990, Yahoo was running circles on Google in terms of revenue. But then Google came on the scene and ate their lunch, building a much more credibly neutral search engine. The same applies in the current state of crypto. While alternative L1s compete for revenue, Ethereum is playing the game at a higher dimension. This is why Ethereum will win:
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The FBI has charged Daniel Moreno-Gama with attempting to kill Sam Altman, the boss of OpenAI which operates ChatGPT. The 20-year-old is accused of throwing a molotov cocktail at the OpenAI boss' home and trying to burn down the company's headquarters. 🔗
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The FBI has charged Daniel Moreno-Gama with attempting to kill Sam Altman, the boss of OpenAI which operates ChatGPT. The 20-year-old is accused of throwing a molotov cocktail at the OpenAI boss' home and trying to burn down the company's headquarters. 🔗

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The new Google Search is rolling out and there seems to be confusion on what it will look like. Google literally told us. Let me clarify for anyone who is still unsure of what is rolling out this week. Last month Google responded to everyone saying Search is dead. Here is what they said: "You will absolutely continue to see blue web links in search results. AI Mode is not the default experience in Search. You will continue to get a range of results on Search." [Want to know where your site stands across Google AI, ChatGPT, Claude, Grok, etc? Check here (it's free): Google has explicitly laid out what Search will look like from this point going forward. The new Search box accepts text, images, files, videos, and open Chrome tabs. It anticipates your intent before you finish asking. It is powered by the most advanced Gemini model Google has ever put into Search, and layered on top of that, information agents will now be able to run 24/7 in the background on behalf of your buyer. Think of it in 5 steps: Step 1: The buyer describes their problem, their category, their needs in full. Step 2: The agent breaks that down into sub-topics and maps out a plan. Step 3: It determines what intel is needed right now versus later. Step 4: It monitors blogs, news sites, and social posts continuously for relevant changes. Step 5: It sends the buyer a synthesized update with links and the ability to take action. Blue links are not going away in the short-term, but the brands getting recommended by information agents 24 hours a day while also ranking in traditional results are going to pull so far ahead of the ones doing only one or the other that it will not be a fair fight. This is exactly what SEO Stuff ( has been building for every customer. Optimized content depth that covers every sub-question a buyer in your category asks, so the agent finds you at every step of its plan. Editorial authority from trusted websites that signals credibility to every retrieval system Google has ever built, across both traditional rankings and AI citations simultaneously. One investment. Blue links and AI citations. Around the clock. SEO Stuff's Complete Done-For-You Plan: SEO Stuff's "Optimized Content" Plan: There is a reason more than 80 percent of SEO Stuff customers reorder. The results continue long after the work is done. Google Search is changing. AI Search is here. Your websites need to prepare accordingly. Want to know where your site stands across Google AI, ChatGPT, Claude, Grok, etc? Check here (it's free):

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44,078 Aufrufe • vor 1 Monat

🚨🇺🇸🇨🇳 MICROSOFT & OPENAI SUSPECT DEEPSEEK OF “BORROWING” THEIR TECH Microsoft and OpenAI are investigating whether DeepSeek, a Chinese AI startup, helped itself to OpenAI’s data using its API. Microsoft’s security team flagged suspicious large-scale data extraction in late 2023, suggesting DeepSeek may have sneakily bypassed restrictions to grab more than it paid for. Not-so-coincidentally, DeepSeek just dropped “R1,” an AI model that supposedly rivals OpenAI, Google, and Meta—at a fraction of the cost. The news sent tech stocks into meltdown mode, erasing nearly $1 trillion from companies like Microsoft, Nvidia, Oracle, and Google. Investors weren’t thrilled about a potential AI leapfrogging moment. Trump’s AI czar David Sacks: "There’s substantial evidence that what DeepSeek did here is they distilled knowledge out of OpenAI models and I don’t think OpenAI is very happy about this.” OpenAI isn’t naming names but warns China is constantly trying to siphon off US AI tech and says it’s working with the US government to lock things down. Source: Bloomberg Media Source: Reuters
1:23

🚨🇺🇸🇨🇳 MICROSOFT & OPENAI SUSPECT DEEPSEEK OF “BORROWING” THEIR TECH Microsoft and OpenAI are investigating whether DeepSeek, a Chinese AI startup, helped itself to OpenAI’s data using its API. Microsoft’s security team flagged suspicious large-scale data extraction in late 2023, suggesting DeepSeek may have sneakily bypassed restrictions to grab more than it paid for. Not-so-coincidentally, DeepSeek just dropped “R1,” an AI model that supposedly rivals OpenAI, Google, and Meta—at a fraction of the cost. The news sent tech stocks into meltdown mode, erasing nearly $1 trillion from companies like Microsoft, Nvidia, Oracle, and Google. Investors weren’t thrilled about a potential AI leapfrogging moment. Trump’s AI czar David Sacks: "There’s substantial evidence that what DeepSeek did here is they distilled knowledge out of OpenAI models and I don’t think OpenAI is very happy about this.” OpenAI isn’t naming names but warns China is constantly trying to siphon off US AI tech and says it’s working with the US government to lock things down. Source: Bloomberg Media Source: Reuters

Mario Nawfal

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