According to @KobeissiLetter, Sam Altman has reportedly declared a code red at OpenAI as Google’s Gemini 3 gains traction, source: @KobeissiLetter on X, Dec 2, 2025. According to @KobeissiLetter, internal memos indicate OpenAI is pausing projects such as ads and shopping to prioritize improving ChatGPT’s performance, source: @KobeissiLetter on X, Dec 2, 2025. According to @KobeissiLetter, the shift is described as bullish for innovation, a framing traders may watch for near-term sentiment across AI-exposed equities and AI-related crypto tokens, source: @KobeissiLetter on X, Dec 2, 2025.