OpenAI has misplaced 6% of its customers after Gemini 3 launch, report says

Not too long ago, Google launched Gemini 3, which the corporate referred to as its “most clever” AI mannequin but. To this point, the AI leaderboards agree, with Gemini 3 surging forward of rivals like ChatGPT at LMArena. Now, OpenAI head honcho Sam Altman has reportedly declared “code purple” on the firm in response to elevated strain from opponents. 

The announcement got here within the type of a memo that was leaked to The Wall Avenue Journal. The contents of the memo are largely unknown, however the message was direct — OpenAI has some critical competitors within the likes of Gemini 3 and Anthropic’s Claude, and the corporate must do one thing about it. 

Based on a publish on X from former Googler Deedy Das, OpenAI has misplaced practically 6 % of its site visitors since Gemini 3 launched. The information is sourced from SimilarWeb, which says that ChatGPT went from 203 million common day by day visits to 191 million. If that information is correct, it means OpenAI misplaced about 12 million folks per day over the past week. A few of which may be as a consequence of Thanksgiving, nevertheless it’s a giant shift. 

This Tweet is at the moment unavailable. It is perhaps loading or has been eliminated.

The issues began months in the past with some slips from the reigning champion of AI chatbots. When GPT-5 was launched earlier this yr, it was instantly criticized for its much less pleasant tone in comparison with earlier fashions. Criticism was so intense that OpenAI finally determined to deliver again GPT-4o. The information reveals that GPT-5 is extra succesful than its predecessors, however its lack of persona irked hardcore customers who used the bot day by day. Plus, OpenAI has been strolling a tightrope to stability performance and security, which it has not finished notably effectively. 

Regardless of the criticisms, it appeared OpenAI was destined to maintain its prime spot among the many AI chatbot opponents. Nonetheless, Google launched Gemini 3 in late November to almost common reward, with Google’s choices topping practically the entire benchmark leaderboards. As a result of sheer dimension and attain of Google, the corporate has a big benefit in accessing coaching information, the lifeblood of AI fashions.

The competitors can also be ramping up on the enterprise aspect of issues. Anthropic boasts greater than 300,000 enterprise clients as of September 2025, which incorporates some Fortune 500 corporations. 

These are all seemingly the reason why OpenAI is in code purple; dropping that many guests is actually noticeable. After all, OpenAI is hardly staying nonetheless. The corporate is engaged on tons of initiatives, together with inking infrastructure offers with the likes of Nvidia, Oracle, and different corporations. 

In November, Sam Altman wrote a lengthy publish on X addressing fears of an AI bubble and issues that OpenAI is overextending itself.

This Tweet is at the moment unavailable. It is perhaps loading or has been eliminated.

Disclosure: Ziff Davis, Mashable’s guardian firm, in April filed a lawsuit towards OpenAI, alleging it infringed Ziff Davis copyrights in coaching and working its AI techniques.