According to CNBC, Jim Cramer said OpenAI’s real code red is a funding problem, not competition from Google’s Gemini, highlighting financing as the primary risk factor for the company (source: CNBC on X, Dec 2, 2025). This characterization shifts trading focus toward capital availability and liquidity risk rather than model-vs-model competition for near-term positioning, as reported by CNBC (source: CNBC on X, Dec 2, 2025). CNBC did not provide additional financial details in the post (source: CNBC on X, Dec 2, 2025).