TechCheck OpenAI Issues “Code Red” Amid Increased Competition 12/2/25
Dec 2, 2025
Steve Kovac, a senior industry commentator, and Tay Kim, a tech writer and author, dive into OpenAI's recent 'code red' as it pivots back to improving ChatGPT. They discuss the fierce competition in AI, particularly the race between TPUs and NVIDIA GPUs in model performance. Tay reveals insights on semiconductor supply issues while the panel explores how Apple’s on-device AI approach could disrupt user loyalty to ChatGPT. Will Apple's integration lure consumers away from the AI giant? Tune in for an illuminating tech showdown!
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Model Leads Are Fleeting
- OpenAI declared a “code red” to refocus on ChatGPT after rivals like Gemini closed benchmarking and engagement gaps.
- Deirdre Bosa says model leadership is now fleeting and user-facing quality matters more than small benchmark wins.
Core Product Trumps New Revenue Paths
- The memo shows OpenAI will delay higher-margin products to fix core chatbot issues like speed and accuracy.
- Deirdre Bosa warns that ChatGPT is both OpenAI's crown jewel and single point of failure.
A Journalist's Hands-On Swap
- Tay Kim described personally trying Gemini 3 and preferring some answers and personality over ChatGPT.
- He noted switching is hard because ChatGPT “knows me” from history and memory features.
