OpenAI’s “code red” memo marks a pivotal moment in the AI landscape. In this episode of AI First with Adam and Andy, Adam Brotman and Andy Sack analyze why Sam Altman is sounding the alarm and how the rapid rise of Gemini 3.1 and Google DeepMind is reshaping competitive dynamics across the AI ecosystem.

The conversation explores what this shift means for ChatGPT’s long-held dominance, whether OpenAI is stretching itself too thin, and how Anthropic’s focused strategy in enterprise and coding compares to OpenAI’s broader ambitions. Adam and Andy also examine the role of user experience, product design, memory features, and advanced voice interfaces in determining which model will win long-term market share.

For business leaders, this episode delivers clear insight into how the AI platform race is evolving, what signals matter, and why the future may involve using multiple models rather than relying on a single provider.

A candid and practical breakdown of one of the most important competitive moments in generative AI to date.