Jim Cramer says OpenAI’s real ‘code red’ is a funding problem, not Google’s Gemini

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If OpenAI’s internal drama were a Netflix

series, CNBC’s Jim Cramer says, it would be a binge-worthy mix of tension, comedy and cliffhangers — and Wall Street would be glued to every episode.

On Tuesday, Cramer seized on reporting that CEO Sam Altman recently declared a “code red” inside the company that suggests OpenAI fears Google’s Gemini 3 may be catching up fast in user traction. Cramer said the comparison isn’t about which model answers questions better, as both can be wrong, but about distribution and habit.

“Gemini 3 is easy to find and easy to trust,” Cramer said