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OpenAI's ChatGPT Faces "Leap Frogging" Risk in Google Gemini

OpenAI's ChatGPT Faces "Leap Frogging" Risk in Google Gemini

Schwab Network · Schwab Network

December 8, 20256m 47s

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Show Notes

Alphabet's (GOOGL) Gemini 3.0 poses what Shay Boloor considers a real risk to ChatGPT. He points to Google search backing Gemini as a cost-effective and intelligence-heavy moat for the A.I. model. Shay believes OpenAI needs to make extensive moves into horizontal SaaS to compete. Tom Essaye makes the case that Gemini is "leap frogging" ChatGPT. He adds that companies first to the scene don't always last, noting MySpace losing its social media war to Facebook as an example.


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