OpenAI declares 'code red' as Google catches up in AI race

Re:OpenAI declares 'code red' as Google catches up in AI race by munchler on Tuesday December 02, 2025 @05:05PM (#46127580)

ChatGPT is to AI as Facebook is to social media. OpenAI captured a significant number of users due to first-mover advantage, but that advantage is long gone now.

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Re:OpenAI declares 'code red' as Google catches up in AI race by felixfurtak on Tuesday December 02, 2025 @05:43PM (#46127975)

And Facebook only makes money because it is essentially just an advertising platform. Same with Google. It's fundametally just ads.

The only way OpenAI can survive is to replicate this model. But it probably doesn't have the traffic to pull it off unless it can differentiate itself from the already crowded competition.

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Re:OpenAI declares 'code red' as Google catches up in AI race by wavemode on Tuesday December 02, 2025 @10:21PM (#46129936)

Ads make sense in an AI search engine product like Perplexity. ChatGPT could try to make a UI like that.

But the thing is, the world already has an AI search engine. It's called Google, and it's already heavily integrated with Gemini. Why would people switch?

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Re:OpenAI declares 'code red' as Google catches up in AI race by jimbokun on Tuesday December 02, 2025 @09:49PM (#46129734)

1. ChatGPT would be MySpace as the first mover. 2. Facebook has insane lock in: your entire graph of friends and family.

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