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Gemini’s Growth Outpaces ChatGPT as OpenAI Issues ‘Code Red’ and Apple Grapples With Senior Exits

Sensor Tower cites Android integration as a key driver of Gemini’s momentum.

Overview

  • Sensor Tower’s November data shows Gemini surpassing ChatGPT in growth for downloads, monthly active users and session length, while ChatGPT still holds roughly 50% of mobile downloads and 55% of global MAUs.
  • OpenAI CEO Sam Altman circulated a “Code Red” memo directing teams to prioritize personalization, reliability and image generation to reignite product traction.
  • Bloomberg reports Apple is undergoing its largest leadership turnover in decades as the head of AI and the UI design chief depart, with SVP Johny Srouji weighing an exit despite retention efforts that include discussion of a potential CTO role.
  • Midea unveiled the MIRO U six‑armed wheeled humanoid and said the robot will enter a Wuxi washing‑machine factory by year‑end to boost line efficiency.
  • ByteDance’s Doubao assistant phone encountered platform barriers as WeChat went involuntarily offline and several Alibaba apps refused logins, underscoring ecosystem gatekeeping for new AI hardware; DeepMind’s Demis Hassabis reiterated that scaling remains central on the path to AGI.