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

Re:OpenAI declares 'code red' as Google catches up in AI race by margorczynski on Tuesday December 02, 2025 @06:32PM (#46128394)

The problem for Google is that there is no sensible way to monetize this tech and it undercuts their main money source which is search.

On top of that the Chinese seem to be hellbent to destroy any possible moat the US companies might create by flooding the market with SOTA open-source models.

Although this tech might be good for software companies in general - it does reduce the main cost they have which is personnel. But in the long run Google will need to reinvent itself or die.

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Re:OpenAI declares 'code red' as Google catches up in AI race by kelipso on Tuesday December 02, 2025 @08:21PM (#46129162)

Gemini has been in Google search for a while now. I use it somewhat often when I search for something and want follow up questions. I don’t see any ads in Gemini but maybe I would see it if I search for ads relevant things idk. But I definitely use google search more often because Gemini is there and probably that goes for a lot of people.

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Re:OpenAI declares 'code red' as Google catches up in AI race by golfer on Wednesday December 03, 2025 @12:07PM (#46137008)

Ads are already appearing in Google search AI overviews [1]. AI overviews have 2 billion users at the moment.

[1] https://support.google.com/google-ads/answer/16297775?hl=en

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