OpenAI ka “Code Red”: Sam Altman Google ke Gemini 3 se kyun घबरा gaya?

“Code Red” kya hai aur kab laga?

Reports ke मुताबिक Sam Altman ne December 2025 me ek internal memo/Slack message me OpenAI ke liye “Code Red” status declare kiya. Ye company ka highest urgency level hai, jisko OpenAI existential threat ya bahut bada competitive crisis maan kar use karta hai.​

Is directive ke baad OpenAI ne:

• Ads, shopping agents, health agents, Pulse jaise revenue‑focused projects ko pause ya delay kar diya.​​

• Research aur infra resources ko ChatGPT ke core model, performance aur user experience improve karne par re‑allocate kiya.​

Ye situation tab aayi jab teen saal pehle 2022 me Google ne ChatGPT ke launch par khud apna “code red” बुलाया था – ab roles reverse ho gaye hain.​

Google ka Gemini 3: OpenAI ke liye asli खतरा kya hai?

Google ne Gemini 3 ko apna “most advanced” AI model bataya hai, jo multiple independent benchmarks me ChatGPT/GPT‑5 se aage dikh रहा hai. LMArena jaise public leaderboards par bhi Gemini 3 ne ranking, reasoning tests aur user preference me बढ़त li hai.​

• Reports ke हिसाब se Gemini 3 launch ke baad ChatGPT ka active user base lagbhag 6% tak slip hua hai, jabki Gemini ka usage aur engagement तेजी se बढ़ा hai.​

• Google apne custom TPUs, in‑house silicon aur full‑stack infra (research + chips + cloud + products) use karta hai, jo cost aur speed me OpenAI+Microsoft combo se zyada efficient पड़ रहा hai.​​

DeepMind ke leaders ne bhi highlight kiya hai ki Google ka differentiated full‑stack approach hi unka main edge hai – woh model train karke turant Search, YouTube, Workspace, Android, Chrome jaise billion‑user products me push kar sakte hain.​​

Sam Altman panic kyun kar raha hai? Key reasons

1. Performance aur perception dono ka pressure
   Gemini 3 ne sirf benchmarks me nahi, balki long‑time ChatGPT power users ka bhi trust chipkana start kiya hai. Jab log “serious work” ke liye Gemini prefer karna shuru kar dete hain, to OpenAI ka “best general AI assistant” wala brand positioning weak padta hai.​​

2. Infra aur cost disadvantage
   OpenAI heavy scale par Microsoft Azure aur Nvidia GPUs par dependent hai, jo unke liye cost aur capacity dono me constraint bante hain. Google khud ke chips par models chalata hai, isliye unke पास infra par deeper control aur long‑term cost advantage hai.​​

3. Revenue plans ko brake lagna
   OpenAI ads, AI shopping, personal assistant “Pulse” jaise monetization avenues plan kar raha tha, lekin Code Red ke baad in sab par brake lag gaya. Matlab short‑term revenue growth sacrifice karke competitive gap close karne par जोर देना pad रहा hai.​​

4. Strategic optics
   2022 me jab Google ne code red bulaya tha, tab duniya ne OpenAI ko clear AI leader माना; ab 2025 me OpenAI ka code red message investor aur market ke लिए sign hai ki race अब one‑sided nahi rahi.​

Altman ka जवाब: sirf panic nahi, reset bhi

Sam Altman ne internally admit kiya hai ki Google फिलहाल AI race me थोड़ी बढ़त पर hai, lekin unka claim hai ki ye “temporary lead” hai. Unke संदेश me do parallel lines दिखती hain:​

• Ek तरफ woh मानते hain ki OpenAI ko ChatGPT ki quality, reliability aur speed turant improve karni होगी – isliye research team ka बड़ा हिस्सा ab core model par काम karega.​

• Dusri तरफ woh long‑term goal ko emphasise kar rahe hain: superintelligence banane ki दौड़ me first mover banna, sirf benchmark wins ke पीछे नहीं भागना.​

Rumours ye bhi hain ki Code Red ke context me OpenAI ek नया high‑reasoning model fast‑track kar raha hai, jise kuch creators “Gemini killer” ke रूप me hype kar rahe hain. Agar ye model genuinely better planning, tools‑use aur long‑context reasoning dikhata hai, to OpenAI fir se narrative पलटने की कोशिश karega.​​

AI war 2025: users aur devs ke liye iska मतलब kya?

Google vs OpenAI rivalry ab “cool chatbot vs cool chatbot” se आगे निकल kar infra, ecosystem aur business models ki fight ban chuki hai.​​

• Users ke लिए इसका फायदा ye hai ki dono sides aggressively better models, sasta pricing, zyada features aur deeper app integrations laane ke लिए compete kar rahe hain.​

• Developers aur startups ke लिए risk ye hai ki platform choice (Gemini vs OpenAI APIs) long‑term dependency बना degi, isliye unhe cost, performance, ecosystem aur regulatory risk sab को ध्यान me rakh kar decision lena पड़ेगा.​

Altman ka Code Red basically ये signal deta hai ki AI race अभी khatam nahi hui, balki अगला phase शुरू हुआ hai jahan infra, regulation aur trust sab equally important ho jayenge – sirf ek viral launch se game जीतना अब आसान नहीं रहेगा