Sam Altman declared a "code red" at OpenAI as rivals, including Google with its Gemini 3 model and Anthropic, surged ahead and outpaced ChatGPT on several metrics.Altman has intensified efforts to improve ChatGPT, delayed other product releases including ads, and OpenAI said there are no live ad tests while Nick Turley clarified that circulated screenshots such as "ADS TO SHOP AT TARGET" related to shopping features including the September launch of "Instant Checkout" with Stripe; analysts estimate OpenAI will need roughly $200 billion in funding, cite planned $1.4 trillion in data-center investments and Deutsche Bank warns losses could reach $140 billion before turning a profit.