Book a call with me to grow your business with YouTube - Gain lifetime access to my AI course - I generated 45M views + helped businesses generate $100k's from YouTube in 2024 Follow me on twitter - Contact me here for business or sponsorships opportunities - dcsocialmediadc@ This accountant saved me a fortune. If you're in the UK, book a call with Ben for accounting or bookkeeping. Want to join a private stocks group? Click here - 📖 Reccomended Palantir Substacks Arny Trezzi - Either Square - Chamath Palihapitiya just compared OpenAI to Myspace — and it’s the one comparison Sam Altman cannot afford right now. This breakdown explains why Sam has declared a full Code Red inside OpenAI, why ChatGPT’s dominance is slipping, and why Gemini’s surge represents the biggest existential threat they’ve faced since launch. The browser wars of the 1990s are happening all over again, and OpenAI may be playing the role of Netscape while Google bundles Gemini into billions of devices with zero friction. • Why OpenAI’s market share dropped from 90% → ~70% • How Gemini hit 15% by piggybacking on Workspace and Android • Why startups increasingly prefer Anthropic and Gemini APIs • How bundling turns average products into unbeatable defaults • Why Sam killed side projects to put the full company into wartime mode This video breaks down the real danger: not performance gaps, but distribution. OpenAI needs users to actively choose ChatGPT, while Google places Gemini everywhere automatically. That gives Google a CAC of zero and a structural advantage that crushed Netscape, BlackBerry, and Myspace in past tech cycles. Sam’s Code Red is an admission that OpenAI must build something so magical and so far ahead that users willingly reject the friction-free alternative. Meanwhile, OpenAI faces a commodity trap — models degrade fast, open-source catches up, and intelligence becomes a low-margin utility. Google can fight this war for optional profit; OpenAI must fight it to avoid going to zero. That desperation may be their greatest strength — or their final warning shot.