Overview
- Sensor Tower's November snapshot reports Gemini surpassing ChatGPT on growth indicators including downloads, monthly active user gains, and time spent, even as ChatGPT still leads overall share on mobile and MAUs.
- OpenAI CEO Sam Altman circulated a 'Code Red' memo directing teams to prioritize personalization, reliability, and image generation in a bid to reaccelerate product momentum.
- Google's recent image model push helped lift Gemini in‑app time to 11 minutes in November, while ChatGPT's global MAUs rose about 6% from August to November with declines in share and daily usage time.
- Midea unveiled the six‑armed wheeled humanoid MIRO U and said it will enter a Wuxi washing machine factory by year‑end, targeting a 30% improvement in line changeover efficiency.
- DeepMind chief Demis Hassabis emphasized scaling laws as central to progress toward AGI, even as alternative approaches gain airtime, and Chinese firms showed more than half of humanoids at Japan's robot expo with consumer AI devices in China facing app access limits.