According to @StockMKTNewz, OpenAI CEO Sam Altman told CNBC that Google’s Gemini 3 had less of an impact on OpenAI’s internal metrics than prior market fears implied, per CNBC’s interview. OpenAI’s commercial distribution is closely tied to Microsoft via the Azure OpenAI Service, per Microsoft disclosures, while Gemini is Alphabet’s flagship model family, per Google. The remark indicates competitive pressure from Gemini 3 on OpenAI usage and revenue metrics was limited over the observed period, per CNBC. For traders, the update centers attention on AI-levered equities Microsoft (MSFT) and Alphabet (GOOGL) given their direct exposure to OpenAI and Gemini, per company filings. In crypto, AI-related tokens such as FET, RNDR, and AGIX have shown sensitivity to major AI catalysts in 2024 sector analyses, per Kaiko.