On December 2, 2025 – one day after ChatGPT’s third birthday – Sam Altman sent a memo declaring “Code Red,” OpenAI’s highest internal priority level. The company that forced Google into crisis mode three years ago now finds itself running the identical playbook. Advertising plans paused. AI agents delayed. All hands on ChatGPTquality.
The trigger was unmistakable. Google’s Gemini 3, launched in November 2025, didn’t just compete with ChatGPT – it beat it across multiple benchmark tests including reasoning, math, and code generation. Salesforce CEO Marc Benioff publicly announced he was ditching ChatGPT for Gemini. Altman congratulated Google publicly while privately telling employees that Gemini 3 could create “economic headwinds” for OpenAI.
The market share data is sobering. While ChatGPT maintains 800 million weekly users, Google’s Gemini has surged to 650 million monthly active users – up from 450 million in July. ChatGPT website visits fell below 6 billion in November, marking the second month-over-month decline in 2025. In enterprise, OpenAI has fallen to 27% market share while Anthropic leads at 40% and Gemini has risen to 21%.
Framework Analysis
OpenAI’s response follows the Code Red Playbook precisely. Major initiatives paused: advertising plans halted, AI agents delayed despite significant investment. Resources redirected: teams from multiple divisions shifted to core ChatGPTquality. Leadership involvement intensified: Sam Altman moved from CEO-level activities to direct product decisions. The memo leaked strategically to signal organizational seriousness.
The eight-week sprint produced results. GPT-5.2 launched just one month after the previous update. GPT Image 1.5 followed with 4x faster generation speeds. OpenAI announced a $1 billion Disney partnership. But the fundamental challenge remains: Google’s distribution advantage through Gmail, Search, Android, and Chrome may be insurmountable through standalone product excellence alone.
Strategic Implications
The symmetry with 2022 is remarkable. Three years ago, Google’s Code Red response to ChatGPT included founder return (Brin debugging code at 1 AM), mass reassignment (80,000 employees testing Bard), and initiative pause (non-AI priorities deprioritized). OpenAI now runs the same playbook from the opposite position.
The disruptor has become the disrupted. The framework that saved Google is now being deployed by OpenAI. This proves the playbook’s universality – it works regardless of which side of disruption you’re on.
The Deeper Pattern
Code Red is not a one-time event but an organizational capability. Companies that survive paradigm shifts are those that can escalate and execute the playbook whenever existential threats emerge – even when they were the disruptor in the previous round.
Key Takeaway
OpenAI’s December 2025 Code Red mirrors Google’s 2022 response exactly: paused initiatives, redirected resources, leadership involvement, strategic leak. The playbook works from either side of disruption.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
