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Fortune
Fortune
Alexei Oreskovic

Four key questions about OpenAI vs Google—the high-stakes tech matchup of 2026

(Credit: Kyle Grillot/Bloomberg via Getty Images)

Hello, tech editor Alexei Oreskovic, pitching in for Allie. We’ve been enjoying some crisp blue-sky days here in San Francisco in true December fashion. For the folks at OpenAI however, the days have been red — Code Red. 

In case you haven’t been following, OpenAI CEO Sam Altman on Monday declared a “Code Red” alert in a memo to employees, according to the Information and the Wall Street Journal. The alert, the highest level on OpenAI’s three-point scale, is essentially an all-hands-on-deck call to mobilize and defend against an imminent threat. That threat is Google and its latest version of the Gemini AI model, which competes with OpenAI’s GPT family of models, particularly its flagship ChatGPT product.

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