ChatGPT Turns Three, But Google Seems Ready to Bury It
📜 Xinzhi Yuan Report
Editors: Hao Kun, Ding Hui
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🎂 ChatGPT Turns Three — Without Cake, but With Crisis
On December 1, 2022 — a quiet Wednesday in San Francisco — a nonprofit lab named OpenAI quietly announced a “research preview” called ChatGPT.
No keynote. No big event. Just a simple dialogue box.
At the time, we had no idea this interface would transform the modern world.
ChatGPT in its early days
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⏳ Fast Forward to December 12, 2025
Three years later, ChatGPT is not simply a chatbot prone to math errors. It has become the oxygen of the digital AI ecosystem.
Yet, with this growth has come global collective anxiety — a blend of frenzy and fear:
- Silicon Valley races ahead at full throttle.
- Wall Street chases profits.
- Workers, students, and executives alike feel uncertain about their place in this new AI-driven economy.
> As The Atlantic put it: We live inside “the world that ChatGPT built”.
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🌍 The Shift in Work, Society, and Industry
- Young generations face AI replacing them — CS professors now teach “programming without writing a single line of code.”
- Older generations risk falling far behind; mass layoffs become common.
- Tech optimists embrace scaling laws, buying nuclear power plants to feed AI and even launching chips into space.
- Skeptics declare large language models (LLMs) a dead end — forecasting a “world models” era.
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💹 NVIDIA’s Meteoric Rise
Behind ChatGPT’s rise is NVIDIA.
Its stock price has soared 10× in three years, reaching nearly $5 trillion in market cap — rivaling nation-states.
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⚔️ Google’s “Birthday Strike”
On ChatGPT’s 3rd anniversary, Google delivered a calculated blow: the launch of Gemini 3, positioned not just as a product release but a decapitation strike.
This mirrors 2022, when OpenAI outmaneuvered Google.
Now, the tables have turned.
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📅 Three Years that Changed Everything
Before unpacking today’s rivalry, here’s a quick tech timeline.
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2023–2024: Wonder & Hallucination
- ChatGPT shattered the last barrier of the Turing Test.
- AI seemed magical — writing poetry, coding software, passing elite exams.
- LLM “hallucinations” were tolerated as part of the charm.
- Prompt engineering emerged as a hot skill — but faded quickly as models grew smarter.
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2024–2025: Multimodality & Application Explosion
- GPT‑4o brought vision, hearing, and multimodal input.
- Midjourney, Sora2, and Google’s Nano Banana expanded AI into image, audio, and video.
- Vibe Coding and tools like Cursor reshaped productivity workflows.
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🥊 Google Reborn vs. OpenAI’s Pressure
Google rebuilt itself as a deep-prepared contender:
- Native multimodal Gemini models on TPUs
- Image generation via Nano Banana
- Mobile app users surged to 650M monthly, overtaking ChatGPT in time spent
OpenAI remains dominant with 800M weekly active users, but faces intense pressure.
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🏦 Debt-Fueled Growth
OpenAI’s expansion relies heavily on partners borrowing on its behalf:
- Partners carry nearly $100B in debt.
- OpenAI itself holds almost no debt — leveraging others’ balance sheets.
Key players financing OpenAI’s scale:
- SoftBank
- Oracle
- CoreWeave
- Blue Owl Capital
- Crusoe
- Vantage Data Centers
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🔮 Expert Views
- Erik Brynjolfsson (Stanford HAI): Still too early to count OpenAI out — its application diversity could unlock new revenue streams.
- Some investors argue OpenAI is spreading too thin, trying to cover too many fronts.
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🥚 Easter Egg — ChatGPT’s Humble Beginnings
Three years ago, ChatGPT couldn’t even connect to the internet.
When asked about real-time data, it replied:
> “Sorry, I’m just a large language model trained by OpenAI…”
Today, it’s the most advanced technological entity on the planet, at the center of one of the most expensive bets in history.
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📌 References
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🚀 Opportunities for Creators
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AiToEarn connects AI tools, publishing, analytics, and monetization — enabling creators to thrive in this AI economy.
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If you want, I can also create an infographic-style visual timeline of the 2023–2025 AI milestones for this article so it’s more digestible. Would you like me to prepare that?
