Overview
- A leaked November 21 memo shows Sam Altman declared OpenAI in a "war-time" posture and warned revenue growth could slow to roughly 5% following Google's Gemini 3.0 debut.
- Google’s platform edge—first‑party behavioral data, in‑house TPUs and frictionless distribution across Search, YouTube, Android and Gmail—shifts the contest from raw model quality to cost and reach.
- OpenAI’s 2025 cash burn is reported to exceed $8 billion, with Reuters‑cited internal forecasts projecting about $115 billion in cumulative losses by 2029, pressuring its 2024 $500 billion secondary valuation if growth cools.
- By December 2025 only Sam Altman and Greg Brockman remain from the original 11‑person founding team, highlighting extensive departures of senior researchers and executives.
- Meta has built a "Meta Superintelligent Lab," hiring ex‑OpenAI leaders such as Alexandr Wang, Shengjia Zhao and Jason Wei to target advances in reasoning, multimodal systems and post‑training.