If OpenAI's internal drama were a Netflix series, CNBC's Jim Cramer says, it would be a binge-worthy mix of tension, comedy and cliffhangers — and Wall Street would be glued to every episode.

On Tuesday, Cramer seized on reporting that CEO Sam Altman recently declared a " code red " inside the company that suggests OpenAI fears Google's Gemini 3 may be catching up fast in user traction. Cramer said the comparison isn't about which model answers questions better, as both can be wrong, but about distribution and habit.

"Gemini 3 is easy to find and easy to trust," Cramer said

What rattles investors, he said, is the sense this market could become winner take all, loser take none if November usage data shows Gemini overtaking ChatGPT.

But the competitive threat is only

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