The fight against AI has intensified

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This December, ChatGPT will celebrate its third anniversary and, with it, the world lives in a permanent state of technological revolution. AI has progressed enormously. The level of hallucination decreased, the ability to develop complex arguments increased. In the hands of experienced users, AIs lead to moments of immense creativity. They bring together information that is far from obvious and allow new conclusions. They perform in-depth and complex research that is useful to anyone charged with making decisions. According to Stanford University’s recent State of AI report, they have already increased the number of new patents, the discovery of new materials, and the revenues of SAC operators. And this is a technology in its infancy, with a few years of rapid evolution ahead.

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So far, the conflict has clearly maintained a hierarchy. In the first pack, in the lead, OpenAI (GPT), followed by Google (Gemini) and Anthropic (Claude). A second group, always at least a generation late, with X/AI, Meta, DeepSeek, Mistral, among others. The three leaders do not occupy the position for nothing. The scientists who invented these language models come from Google. Those who showed their potential by creating versions 1 and 2 of GPT are the founders of Anthropic. He who has a pioneering brain has a distinct advantage. What’s new is that Gemini is getting so close to GPT. He hasn’t taken pole position yet, but it’s like they’re Prost and Senna together, one with just his nose in front.

That’s why Altman’s order was to drop everything and focus on the model. On ChatGPT. It needs to become faster and more precise. Today, according to The Information, GPT is responsible for 70% of AI chat use worldwide. This already represents 10% of internet searches. It’s a veritable powerhouse: 800 million people use it at least once a week. Google still has 650 million monthly users. Again: per month. Not per week.

There are some problems for OpenAI. Gemini grows at a more intense rate than GPT. The company will need an investment of $100 billion in the coming months, while Google still has very significant resources. Additionally, OpenAI relies on Nvidia to produce the computer chips that process chat questions. Google, no. Google is autonomous, it designs its own chips. If that wasn’t enough, anyone with paid access to Google’s Gmail and Calendar suite of apps already has access to Gemini. The search engine itself, Google, has launched an AI mode, which allows you to search the Internet through a chat window. And there is one last point: Gemini is good. For most users, it gives answers indistinguishable from those of the competitor. In video and images, it is obviously better.

This war is not decided. OpenAI is an aggressive, creative and driven company. Altman is a young CEO, an obvious candidate for the new Steve Jobs. And he is clearly a visionary. For several years, he has been dictating the path of the world of technology. Take into account that the company is small and therefore light. You can quickly change strategies. Google, on the other hand, has a lot to lose. It was in fact the fear of sudden changes that pushed the company to invent the transformer, the heart of generative AI, and to let the competitor develop the idea.