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OpenAI in Trouble? Altman Warns Staff About Google’s New AI Breakthrough

TheAIGRID | May 4, 2026



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https://www.theinformation.com/articles/openai-ceo-braces-possible-economic-headwinds-catching-resurgent-google?offer=bfcm-2025-699-2yr-ab%2Cbfcm-2025-299-ab%2Cbfcm-2025-yp-225-ab&utm_campaign=Editorial&utm_content=Article&utm_medium=organic_social&utm_source=bluesky%2Cfacebook%2Clinkedin%2Cthreads%2Ctwitter&rc=0g0zvw

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Comments

This post currently has 43 comments.

  1. @Jae-x6j

    May 4, 2026 at 1:12 pm

    Yikes. OpenAI is in trouble? That sucks. I’ve been using Backboard IO as a way to supplement memory in LLMs, since they are stateless. Backboard has allowed me to share its persistent portable memory amongst all the LLMs (ChatGPT, Grok, Claude, Gemini, etc)

  2. @Ben-ry1py

    May 4, 2026 at 1:12 pm

    Sam is getting desperate. It's too bad he scared off his top talent by being just about the shadiest character possible. It's nice to see him reaping the rewards of his own failed leadership.

  3. @MaiteBedford333

    May 4, 2026 at 1:12 pm

    1:59 I am a programmer and I tried to do some vibecoding (as people usually calls it).

    Claude has been way better LLM than Chatgpt.

    Anthropic team implemented something more in Claude Sonnet 4.5:
    It writes code, it tests it on a virtual machine and it delivers a full project created from scratch and perfectly working.

    I think ChatGPT is just the "famous" one, but Claude is the favorite for IT professionals for a reason.

  4. @nojukuramu

    May 4, 2026 at 1:12 pm

    It's really weird that google wasnt the topdog of ai in this previous year. Glad they finally recovered from the Moon Incident 😂. Ive been using Gemini since before Gemini 3 tho but not for complex task. The integration of the workspace is very helpful

  5. @tringuyen7519

    May 4, 2026 at 1:12 pm

    Not concerned about Gemini 3. Google’s TPU does great on Tensorflow & JAX but sucks completely on PyTorch. Thus, Gemini 3 is great a specific tasks but falters outside those tasks.

  6. @hiasausmwoid1247

    May 4, 2026 at 1:12 pm

    OpenAi business setup feels like a ponci with no real sustainable concept. It only works as long as they are subsidized due to hype and initial role in AI space. I hope they can succeed because competition is best for us as consumer and for progress! Otherwise we will get an iPhone moment were all things looks equal for years without real Innovations. Fingers crossed

  7. @saintsausages7956

    May 4, 2026 at 1:12 pm

    The problem is that OpenAI became to focused on making their AI aligned with big finance, big corporate, and woke ideology without it becoming completely crazed and demonic, slowing its development. Google does the same but without trying to ameliorate the logic plague and rampancy side effects that goes hand in hand with this mental framework.This allows them to get ahead but also nurtures demonic alignment that will metastasize into Skynet.

  8. @lilieaalhorani

    May 4, 2026 at 1:12 pm

    Google is just killing it in all aspects! ChatGpt is good for me only when i want to rant 😂 i still like "chad" and use it daily, it remembers what i want pretty well. As per img and vid and everything else G is the G

  9. @maxthemagition

    May 4, 2026 at 1:12 pm

    Evolution is certain and redundancy is certain…

    "Nvidia, which makes computer chips that are essential to building artificial intelligence, said on Wednesday that its QUARTLY PROFIT had jumped to nearly $32 billion, up 65 percent from a year earlier and 245 percent from the year before that."

    The frightening thing is that these computer chips will be redundant in a few years just the same as iphones are, because technology marches on and it is obvious that todays chips are yesterdays chips….Just see the history of chip design and evolution…

    A perfect example. The iPhone 15 makes the iPhone 14 seem dated, which makes the iPhone 13 feel ancient. This is driven by:

    MOOTE'S LAW (in spirit): The observation that chip performance roughly doubles every two years while costs fall. This creates a built-in expectation of rapid improvement.

    ARCHITECTURAL SHIFTS: It's not just about making the same chip smaller. New designs (like the move from CPU to GPU to, now, NPU) create massive leaps in efficiency for specific tasks.

    THE SOFTWARE/ HARDWARE CYCLE: New software (like complex AI models) demands more powerful hardware. That new hardware then enables even more ambitious software, which again demands better hardware. It's a self-perpetuating cycle of obsolescence.

    Guess what will happen within a few years?

  10. @Superdisco199

    May 4, 2026 at 1:12 pm

    Yeah it looks like cash is the ultimate issue here. Looking at the oracle credit default swaps you can see venture capital turning away in droves simply because Gemini 3 is solid competition. Google has great user and investor sentiment and can survive an AI war without any financial circle jerks, govt backstops or crazy Sam Altman rants. Sounds like MS is distancing themselves as well.

  11. @jeffahl3532

    May 4, 2026 at 1:12 pm

    For fuck sake, they are not even close to AGI but now ASI is the big hype? I was actually impressed by AI before, but I starting to have my doubts and they overhype is obvious for the one not acting like a member of a sect. I believe AI is in some specific area is great already and will be in other sectors soon, but not that great overall. I actually do not belive ASI will be reached within our lifetime. Maybe real AGI in 30 och 40 year.

  12. @basilbrush7878

    May 4, 2026 at 1:12 pm

    I use Gemini 3 for Deep Research and Claude Sonnet 4.5 with the Bright Data MCP for Deep Research, and they are both exceptional. OpenAI, on the other hand, is miles behind the others' interms of depth of research and conclusions

  13. @POGRetroModernGaming

    May 4, 2026 at 1:12 pm

    El Google Antigravity te hace cualquier cosa con el código hay que tener mucho cuidado al meter ese IDE en un proyecto bueno de software porque te puede arruinar todo en segundos hacer respaldo del código antes de probar Antigravity de Google es el mejor consejo

  14. @HVBRSoF

    May 4, 2026 at 1:12 pm

    I unsubscribed from OpenAI to sub to Gemini. Yeah, they're in trouble. They've lost key talents and are losing more as they transitioned away from non-profit to for-profit. They've lost their best minds. The ones left are not good enough.

  15. @davek729

    May 4, 2026 at 1:12 pm

    I am extremely excited about the recent developments in LLMs and use ChatGPT, Claude, and Gemini 3.0 (of recent). That said, the conversations are so ridiculously overheated. I've watched several videos and read articles, but no one can really explain AGI or superintelligence in a tangible way. I am excited by new functionality, and that is where the conversation. OpenAI has continued to grow at an extremely fast pace, even as its overall market share declines. The burn rate for all the big players is totally insane.

  16. @courtneyb75

    May 4, 2026 at 1:12 pm

    Open AI was AMAZING in the beginning when it came to coding. I remember throwing some seriously crazy tasks at it and it would spit out 3000 lines of code to one monolithic file all at once with very little errors if any. Claude on the other hand, I would have to ask it to separate the file into the sections because it couldn't write it all out in one go. And then the other shoe dropped…… same OpenAI subscription all the sudden could no longer spit out more than about 300 lines of code in one go…..unless you paid for the Pro at a small subscription rate of $200 per month. Once they did that, myself and millions of other developers gave OpenAI the finger and it's been Claude and Gemini ever since. OpenAI shot themselves in the foot and havent fully recovered since.

  17. @StillWaters-

    May 4, 2026 at 1:12 pm

    Open ai will be sold to Google eventually Google doesn’t operate at a loss. Model quality aside. Open ai is not sustainable. That’s why they are pivoting towards emotionally vulnerable customers.

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