OpenAI's Sam Altman: Google is still a huge threat
December 18, 2025 • 3m 14s
Scott Wapner (Host of Closing Bell)
00:00.110
open
a
eyes
sam
altman
on
the
record
with
big
technologies
alex
kantrowitz
in
a
podcast
that
has
just
literally
dropped
alex
is
a
CNBC
contributor
he
joins
us
now
what
i
get
Alex Kantrowitz (Founder and CNBC Contributor)
00:11.990
thank
you
congratulations
it's
great
to
speak
with
him
so
this
Scott Wapner (Host of Closing Bell)
00:14.350
is
literally
literally
hitting
what
what's
the
big
takeaway
for
you
Alex Kantrowitz (Founder and CNBC Contributor)
00:17.350
the
big
takeaway
is
of
course
open
AI
is
code
in
code
red
right
they
acknowledge
they
have
the
competition
from
companies
like
google
but
sam
's
vision
is
not
to
play
on
google
's
field
right
google
is
basically
taking
AI
and
putting
it
into
every
of
its
product
surfaces
surge
Alex Kantrowitz (Founder and CNBC Contributor)
00:31.870
and
gmail
you
know
maps
youtube
for
sam
the
idea
is
the
AI
moment
right
now
is
going
to
change
the
way
we
use
software
he's
talking
about
AI
native
software
versus
bolting
this
on
to
existing
programs
and
he
wants
to
get
users
in
first
and
keep
them
and
that's
how
he
thinks
he's
Alex Kantrowitz (Founder and CNBC Contributor)
00:49.110
going
to
win
you've
Scott Wapner (Host of Closing Bell)
00:49.750
given
us
a
couple
of
clips
here
i
want
to
play
the
first
one
where
he
addresses
the
competition
with
google
head
on
let's
listen
google
Sam Altman (CEO)
01:00.940
is
still
a
huge
threat
you
know
extremely
powerful
company
if
google
had
really
decided
to
take
us
seriously
in
two
thousand
twenty
three
let's
say
we
would
have
been
in
a
really
bad
place
i
think
they
would
have
just
been
able
to
smash
us
Scott Wapner (Host of Closing Bell)
01:19.750
OK
so
it's
interesting
that
that
he
says
that
because
last
week
you
know
he
was
on
the
network
with
the
interview
with
david
faber
and
bob
iger
in
which
he
says
of
gemini
three
that
it
hasn't
impacted
our
metrics
as
much
as
we
had
feared
that's
his
perspective
i
had
sung
cho
Scott Wapner (Host of Closing Bell)
01:38.350
from
goldman
sachs
on
this
program
the
other
day
he's
the
co
head
of
public
tech
investing
at
goldman
sachs
he
says
that
google
has
taken
the
lead
in
the
eye
of
investors
over
open
AI
that
they
have
leaped
over
over
open
what
do
you
think
well
here's
the
Alex Kantrowitz (Founder and CNBC Contributor)
01:53.430
perspective
of
open
AI
and
sam
made
this
very
clear
he
said
AI
in
a
way
is
like
a
brand
of
toothpaste
most
people
pick
a
brand
of
toothpaste
and
they
just
stick
with
it
they
just
go
to
the
supermarket
and
they
buy
it
every
time
and
they
don't
think
about
it
chat
GPT
has
eight
Alex Kantrowitz (Founder and CNBC Contributor)
02:07.110
hundred
million
maybe
getting
close
to
nine
hundred
million
users
it's
leading
on
time
spent
according
to
some
independent
reports
so
what
he's
saying
is
i
want
to
get
people
in
the
door
first
show
them
what
we
can
do
and
build
personalization
right
memory
for
him
learning
who
Alex Kantrowitz (Founder and CNBC Contributor)
02:20.510
you
are
remembering
who
you
are
and
then
building
personalized
experience
for
you
is
something
that
he
says
is
unbelievably
sticky
so
if
he
can
get
people
in
the
door
first
and
he
has
to
fight
for
every
user
in
a
way
that
google
doesn't
because
google
can
just
push
it
but
if
he
Alex Kantrowitz (Founder and CNBC Contributor)
02:33.870
can
get
people
in
the
door
first
to
chat
GPT
he
thinks
he'll
be
able
to
hold
on
to
them
for
a
long
time
Scott Wapner (Host of Closing Bell)
02:38.310
it
is
interesting
though
you
use
the
words
code
red
i
mean
you
you
get
the
sense
that
they
really
feel
that
in
the
building
Alex Kantrowitz (Founder and CNBC Contributor)
02:45.670
the
way
sam
described
it
is
it's
kind
of
a
funny
analogy
he
said
it's
like
a
pandemic
when
a
pandemic
begins
is
the
stuff
that
you
do
really
early
on
makes
a
big
difference
you
want
to
try
to
mitigate
some
of
the
disasters
before
there
are
exponential
growth
and
you're
now
Alex Kantrowitz (Founder and CNBC Contributor)
02:58.750
behind
the
eight
ball
and
so
what
he
says
is
open
AI
does
this
every
now
and
again
they
did
it
with
deep
seek
back
in
earlier
this
year
they're
doing
it
again
now
trying
to
get
ahead
of
the
problem
that
could
come
from
competition
from
google
and
putting
their
energy
now
as
Alex Kantrowitz (Founder and CNBC Contributor)
03:12.230
opposed
to
trying
to
address
it
after
the
fact
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