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This video is from the ‘AI with Kyle News and Updates Live Stream’
First aired: 2 December 2025
Summary: OpenAI has apparently declared a code red, and honestly, it's not hard to see why. After years of essentially having the consumer AI space to themselves, they're now getting properly squeezed from both sides. On one flank, you've got Chinese models like DeepSeek V3.2 that are open source, competitive in performance, and 20 times cheaper on the API. On the other, Google's Gemini has suddenly become a legitimate contender. App downloads are surging, people are actually asking "should I use Gemini or ChatGPT?", which is a question nobody was entertaining even a month ago. The panic is real enough that they've apparently pushed back their controversial ads rollout, presumably because they know losing goodwill right now would be catastrophic.
What's fascinating here is watching OpenAI transition from being synonymous with AI itself to just being one player among several. They've had a good run with essentially no serious competition for a couple of years, but that comfortable position is evaporating fast. The hype machine is already spinning up—OpenAI reps are on social media promising "something big"—so presumably we'll see them try to reassert dominance soon. Whether it's enough remains to be seen, but the era of smooth sailing is definitely over. Competition is good for all of us, of course, but it's certainly not pleasant if you're the one scrambling to maintain your lead.
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—— Time Stamps ——
00:00 Chinese AI Could Collapse US Tech Investment
00:09 Welcome to AI with Kyle
01:02 DeepSeek V3.2 - China's Open Source Powerhouse
04:34 DeepSeek API Pricing - 20x Cheaper Than ChatGPT
06:47 Silicon Valley Is Quietly Switching to Chinese AI
08:23 Why Cheap Chinese AI Threatens American Tech
09:19 Q&A: Is DeepSeek Quality Good Enough?
11:34 Q&A: Will ChatGPT Catch Up to Google Images?
14:11 OpenAI Declares Code Red (Preview)
14:54 Q&A: GPT-4o Mini vs DeepSeek for SaaS
15:54 Q&A: Best AI for Deep Research - Claude Wins
17:52 Q&A: One Subscription? Get Perplexity Pro Free
20:18 Q&A: Should You Switch from ChatGPT to Gemini?
21:32 Why Claude Is My Daily Driver for AI
24:21 Q&A: Is ChatGPT Just Autocomplete?
25:30 Q&A: Is Running Local AI Models Worth It?
31:57 OpenAI Code Red - Sam Altman Hits Panic Button
33:41 Google's Secret Weapon Against ChatGPT Ads
35:03 Gemini App Downloads Surging vs ChatGPT
35:36 OpenAI Squeezed Between China and Google
37:32 Newsletter, Resources & Wrap-Up
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