Despite its excessive spending on data centers with no clear path to revenue generation in front of it, it seemed that if OpenAI had just one thing it could count on, it was audience capture. ChatGPT seemed like it would get the brand verbification treatment, being the term people used to reference AI. Now it seems like that might be slipping away. Since the release of Google’s Gemini 3 model, it’s like all anyone on the AI-obsessed corners of the web can talk about is how much better it is than ChatGPT.
Marc Benioff, the CEO of Salesforce and longtime ChatGPT fanboy, is perhaps the loudest convert out there. On X, the exec said, “Holy shit. I’ve used ChatGPT every day for 3 years. Just spent 2 hours on Gemini 3. I’m not going back.” He called the improvement of the model over past versions “insane,” claiming that “everything is sharper and faster.”
He’s not alone in that assessment. Exited OpenAI co-founder Andrej Karpathy called Gemini 3 “clearly a tier 1 LLM” with “very solid daily driver potential.” Stripe CEO Patrick Collison went out of his way to praise Google’s latest release, too, which is noteworthy given Stripe’s partnership with OpenAI to build AI-driven transactions. Apparently, what he saw with Gemini was too hard not to comment on.
The feedback from the C-suites around the tech world follows weeks of buzz over on AI Twitter that Gemini was going to be a game-changer. It certainly got presented as such right out of the gate, as Google made a point to highlight how its latest model topped just about every benchmarking test that was thrown at it (though your mileage may vary on just how meaningful any of those are).
But even the folks behind the benchmark measures appear to be impressed. According to The Verge, the cofounder and CTO of AI benchmarking firm LMArena, Wei-Lin Chiang, said that the release of Gemini 3 represents “more than a leaderboard shuffle” and “illustrates that the AI arms race is being shaped by models that can reason more abstractly, generalize more consistently, and deliver dependable results across an increasingly diverse set of real-world evaluations.”
The timing of Google’s resurgence in the AI space could not come at a worse time for OpenAI, which currently cannot shake questions from skeptics who are unclear on how the company is ever going to make good on its multi-billion-dollar financial commitments. The company has been viewed as a linchpin of the AI industry, and that industry has increasingly received scrutiny for what seems to be some circular investments that may be artificially propping up the entire economy. Now it seems that even its image as the ultimate innovator in that space is in question, and it has a new problem: the fact that Google can definitely outspend it without worrying nearly as much about profitability problems.
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