Overview
- Sensor Tower reported that Google’s Gemini surpassed ChatGPT in download growth, MAU growth and session duration through November, even as ChatGPT still leads in absolute share with roughly 55% of monthly active users and about half of mobile downloads.
- Gemini’s momentum was tied to Android integration and the popular “Nano Banana” image model, which helped push in‑app average daily use to about 11 minutes in November, while ChatGPT’s engagement and growth slowed in recent months.
- OpenAI’s Sam Altman issued an internal “Code Red” memo that directs teams to prioritize personalization, reliability and image generation to counter decelerating usage and intensifying competition.
- Apple was reported by Bloomberg to be undergoing its largest leadership shakeup in decades, with recent exits including the AI lead and UI chief and with chip SVP Johny Srouji said to be weighing a departure, as talk of Tim Cook experiencing hand tremors was disputed by people close to him.
- Commercial robotics advanced as Midea unveiled the six‑arm wheeled humanoid MIRO U for deployment to a Wuxi factory by year‑end, and the Japan International Robot Exhibition closed with Chinese firms providing more than half of the humanoids on display, led by Yushutech’s G1.
- DeepMind’s Demis Hassabis reiterated scaling as a core path to AGI, with possible extra breakthroughs still needed, while voices like Yann LeCun promote alternative approaches and Roblox CEO David Baszucki said the research torrent is now extremely difficult to fully absorb.