OpenAI CEO Sam Altman declared a "Code Red" to urgently refocus the company on improving ChatGPT amid rising competition from Gemini 3, Anthropic's Opus 4.5, xAI, and emerging Chinese open-source AI models.Recent benchmarks showed Gemini 3 and Opus 4.5 outperforming GPT-5, while developer Tibor Blaho found code in ChatGPT’s Android app hinting at future advertising integrations.CNBC commentator
Jim Cramer compared
OpenAI's situation to the dot-com bubble, noting concerns over financial risks, sector hype, and reliance on additional
Microsoft funding.