On December 1st, Sam Altman, CEO of OpenAI, issued a "red alert" memo to employees, deciding to move the release date of GPT-5.2 from year-end to December 9th in response to the strong performance of Google's Gemini 3. Internal documents show that the new model leads comprehensively in three key indicators: reasoning speed, multimodal efficiency, and context length. The reasoning speed has increased by 18%, the multimodal processing efficiency has improved by 23%, and the context window has been expanded to 32,768 tokens, all surpassing the current public results of Gemini 3.

Competitive Pressure: Gemini 3 Surpasses in Downloads and Usage Time

Third-party data shows that the Gemini App had global monthly active users exceeding 650 million in October, while ChatGPT's daily active users dropped from 106 million to 100 million during the same period. Gemini's usage time in the third quarter increased by 35% compared to the previous quarter, while ChatGPT only grew by 8%, forcing OpenAI to list "speed and stability" as one of its five core goals.

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Product Strategy: Abandon Ads, Prioritize Experience, Allocate All Resources to 5.2

Altman halted the shopping ad test within ChatGPT and the "Pulse" personalized morning news project, concentrating computing power and engineering resources on the launch of GPT-5.2. At the same time, AI agent and health automation features were postponed to ensure the new model regains the top position on public rankings like LMArena.

Market Impact: Developer Ecosystem Enters "Weekly Update" Rhythm

GPT-5.2 uses hot update delivery, replacing the backend model without downtime, and keeps API interfaces compatible. OpenAI has promised enterprise customers "zero-interruption upgrades" and plans to simultaneously open up the new model's System Card and Benchmark details to avoid falling into the "marketing over actual testing" controversy again.

Next Steps: Key Battle for Funding and Valuation