OpenAI CEO Acknowledges Competitive Pressure from Google’s AI Advancements
Sam Altman, CEO of OpenAI, has internally cautioned employees about competitive headwinds from Google's accelerating AI capabilities. A company memo obtained by The Information reveals concerns that Google's newly developed AI technology may temporarily surpass OpenAI's offerings. "We know we have some work to do," Altman stated, anticipating potential reputational challenges as Google prepares to launch Gemini 3.
The AI race intensifies as Anthropic—founded by OpenAI alumni—projects stronger developer revenue this year. Google further leverages its distribution advantage by integrating Gemini into flagship products like Search, gradually eroding ChatGPT's usage lead. Meanwhile, OpenAI's ambitious $100 billion expenditure roadmap for achieving human-level AI raises questions about sustainable financing.