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DeepMind Releases Gemini 3, Prompts OpenAI Shakeup
9.2
Google DeepMind CEO Demis Hassabis said Gemini 3's November launch prompted OpenAI to declare a company-wide 'Code Red' in December after ChatGPT lost about 12 million daily visitors, dropping from 203 million to 191 million, per SimilarWeb. He credited Google's pre-training team for competitive gains as Gemini app MAUs rose from 350 million in March to 650 million by October, and said DeepMind is now focused on Gemini 4.
Key Points
- 1Reports OpenAI lost roughly 12 million daily users a week after Gemini 3's November launch.
- 2Credits Google's pre-training team and DeepMind research for delivering top leaderboard model performance.
- 3Signals intensified competition, prompting OpenAI focus shift and accelerating development toward Gemini 4 and AGI.
Scoring Rationale
Significant competitive development with verified metrics and executive comments, limited by lack of deep technical or long-term analysis.
Sources
Public references used for this report.
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