OpenAI's 'Code Red' Problem

The Journal discusses OpenAI's recent struggles to maintain its lead in the AI industry. Sam Altman, the CEO, declared a "code red" due to increased competition from Google's Gemini. The podcast explores how OpenAI's focus on user engagement, particularly through agreeable chatbots, led to both success and mental health concerns, resulting in lawsuits. The launch of GPT-5 was a disappointment, allowing Google to gain ground with its Gemini model. Altman is now prioritizing improvements to ChatGPT and making better use of user signals. Despite OpenAI's challenges, the podcast emphasizes the importance of who leads the AI race, as each leader's vision could have significant consequences.