I agree with this observation. Gemini does feel like code-red for basically every AI company like chatgpt,claude etc. too in my opinion if the underlying model is both fast and cheap and good enough
I hope open source AI models catch up to gemini 3 / gemini 3 flash. Or google open sources it but lets be honest that google isnt open sourcing gemini 3 flash and I guess the best bet mostly nowadays in open source is probably glm or deepseek terminus or maybe qwen/kimi too.
I would expect open weights models to always lag behind; training is resource-intensive and it’s much easier to finance if you can make money directly from the result. So in a year we may have a ~700B open weights model that competes with Gemini 3, but by then we’ll have Gemini 4, and other things we can’t predict now.
Open source models are riding coat tails, they are basically just distilling the giant SOTA models, hence perpetually being 4-6mos behind.
Gemini isn't code red for Anthropic. Gemini threatens none of Anthropic's positioning in the market.