SMRTR AIDec 10, 2025Engadget

OpenAI's house of cards seems primed to collapse

SMRTR summary

OpenAI has lost its commanding position as competitors have caught up and surpassed its technology. China's DeepSeek model overtook ChatGPT as the top app download, wiping out $1 trillion in market value, while Google's Gemini 3 Pro now ranks first on AI comparison sites compared to GPT-5's sixth-place position. OpenAI's GPT-5 release disappointed users with poor performance, prompting CEO Sam Altman to declare a "code red" effort to catch up to rivals like Google and Anthropic.

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