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OpenAI CEO Warns of Slowing Growth Amid Competition

11/21/2025

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Story summary
  • OpenAI CEO Sam Altman warned internally that revenue growth could slow to 5-10% by 2026 as Google Gemini 3 gains traction.
  • He described the outlook as having "rough vibes" and a shift from a "default winner" mindset to caution.
  • Altman attributed the headwinds to increased competition and cooling demand for AI products.
  • The internal assessment underscores concerns about OpenAI's long-term viability and investor confidence amid industry changes.