December 5 2025 OpenAI Code Red More competitors doing well Anthropic beating them in enterprise revenue Google coming for them OpenAI leading consumer, but Anthropic leading enterprise and API Sign of vibrant and dynamic competitive market Google did this a couple of years ago and now Gemini is good Google did this with Project Canada way back when Microsoft launched Bing This worked for the US with the Manhattan Project Tried and tested tactic - responding to an impending threat Sam deserves credit for doing this - need to treat situations seriously Clearly the ecosystem is very competitive 5 different companies ChatGPT - leading in consumer Anthropic - best coding assistant xAI - best at current events Meta has deep pockets Google doing really well with Gemini Goldilocks scenario - lots of competition and lots of growth Competition is what brings out the best in the American system ChatGPT decline in market share is increasing ...