Gemini
also referred to as: gemini models
includes Gemini 3, Gemini 2.5, Gemini Flash, Gemini CLI, Gemini Ultra, Gemini Pro
33 statements across 29 episodes · 16 bullish · 8 bearish · 28 people on the record · first statement Nov 24, 2023 by Jeff Seibert · said 184 times in 80 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Harry Stebbings (50), Rory O'Driscoll (12), Maor Shlomo (9), Jason Lemkin (9), Max Junestrand (6), Zach Lloyd (4), Tomasz Tunguz (4), Patrick Forquer (4)
tap a year for its mentions
2026 85 mentions in 33 episodes 3 per episode
- Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer · 20VC with Harry Stebbings
- Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
- DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- 25 more episodes that year, every mention in 2026 →
2025 79 mentions in 34 episodes 2 per episode
- Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- 20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- 20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
- 26 more episodes that year, every mention in 2025 →
2024 19 mentions in 12 episodes 2 per episode
- Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
- David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
- Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
- Marc Benioff, Salesforce Founder: Why Salesforce Isn't Hiring Software Engineers | E1236 · 20VC with Harry Stebbings
- Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
- Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
- Phil Carter: Growth Loops, CAC + LTV Benchmarks, Pricing, Discounts, Paywalls... | E1204 · 20VC with Harry Stebbings
- Zico Kolter: OpenAI's Newest Board Member on The Biggest Questions and Concerns in AI Safety | E1197 · 20VC with Harry Stebbings
- 4 more episodes that year, every mention in 2024 →
Everything said about Gemini, oldest first
Nov 24, 2023 bearish
Apr 29, 2024 neutral
May 22, 2024 bullish
Levie: AI context windows grew 500x in 18 months
“The token context window was more or less, I think, 4000 tokens. So you kind of give it like a blog post to analyze just in the past, you know, week at Google IO Sundar announced a two million token window model or version of Gemini. So think about that. That'…”
May 22, 2024 neutral
Levie: Users Will Wire Into Specific AI Models Rather Than Abstracted Selection
“I don't think you're going to have complete commoditization of sort of the personality of the models for the sort of style and the response to the point where then, you know, if you're a user, you know, any given response could come from Gemini, Versus GPT-IV …”
Jun 5, 2024 neutral
Srinivas: GPT-4 tier models are not yet commoditized
“I think GPT four quality models are not yet commoditized. There's only probably one or two alternatives for the people today, like Claude Opus or some people, Gemini, let's say. If it's just like two or three alternatives, it's not, I wouldn't call it a commod…”
Jun 24, 2024 positive
Luan: Google's TPU team had under 500 people on a shoestring budget
“I think the TPU team when I was at Google was, like, sub-five hundred people and their budget was a shoestring budget, and yet somehow every generation they taped out quite good chips that were then used to train Gemini and Palm and are used by third parties n…”
Sep 4, 2024 bullish
Kolter: Open-sourcing models at GPT-4 capability poses low catastrophic risk
“If you look at the current best models that there are right now, so things like GPT-IV, Claude, 3.5 Gemini, things like this, I would not currently be all that nervous about having an open source model that was as capable as these in terms of the catastrophic …”
Jan 15, 2025
Feb 10, 2025 positive
Ramaswamy: OpenAI and Anthropic Lead AI; Google Gemini Is Fast Follow
“It's OpenAI and Anthropic that have created the best models on the planet for the last three years. It's not Microsoft. It's not Amazon. It's not Google. It looks like, you know, Gemini is good, but let's face it, it's at best a fast follow.”
Mar 3, 2025 positive
Krieger: Google Gemini benefits significantly from training on YouTube video data
“It's actually clear to me that Gemini benefits from that. Like whenever they have like a good, like video understanding demo, for example, I'm like, well, I, Somebody has like probably the largest repository of video in the world and can likely train on a lot …”
Mar 5, 2025
Sep 5, 2025
Sep 8, 2025 bullish
Sep 29, 2025 negative
Nov 17, 2025 positive
Andrew Ng: ChatGPT leads horizontal AI, but Gemini has a distribution advantage
“ChatGPT seems to be the dominant player in the new, new gen horizontal information discovery. Although I think Gemini with this channel advantage through control of Android and Chrome, you know, is a serious player as well.”
Nov 24, 2025 bullish
Shlomo: Google is most likely to win the LLM race
“Google. By far. They have the compute. They're moving very fast. If Gemini at some point wins the race, like literally wins the race then they have the entire stack. Including like Google Cloud and whatever, whatever they need and they have the data and whatev…”
Dec 12, 2025 positive
Jan 15, 2026 negative
Jan 22, 2026 bullish
Lemkin: LLMs will become the primary way consumers buy products
“I think we are way under discussing the power of discovery in LLMs. I think this is the way we will buy everything in the future as we are embedded in LLMs. Well, I don't know why I would use anything else other than the best of ChatGBT or Claude or Gemini to …”
Jan 26, 2026 neutral
Junestrand: Legora will immediately switch AI models if superior options emerge
“And so if a, if Gemini is better, we will switch immediately. Or if OpenAI is better, we will switch immediately. Or if a new model comes out that's better, we will switch immediately. You know, proving that the evals is better.”
Feb 12, 2026 positive
Cannon-Brookes: Anthropic is one of Atlassian's largest AI models
“We use Anthropic a lot. It's one of our biggest models. We use, you know, multiple models which I think is what most good SaaS vendors are doing within their customers' choices, right? Like we use a lot of Gemini, a lot of Anthropic. We have a whole bunch of L…”
Feb 28, 2026 bullish
Mar 2, 2026 neutral
Zinman: Enterprise SaaS faces five distinct AI doomsday scenarios
“Yeah, so first of all, I think there's like five Doomeday scenarios I'm familiar with, so that's one of them. But, you know, I'll just take you back a little bit in time, but first of all, it was everything about people will Vibe code their own apps. That was …”
Mar 2, 2026 bearish
Zinman: ChatGPT and Claude won't win enterprise AI orchestration
“I don't think that ChatGPT or Gemini on Tropic are going to do it, because going back to my the second theory that we discussed, you know, of course, you know, people are buying a Tropic Claude, they're buying ChatGPT, but it's not a tool where you work with a…”
Apr 14, 2026 negative
Midha: Claude and Gemini Failed Badly at Physical Science Benchmarks
“About a year ago, as an example, I realized there was a lot of talk about models being good at physical physics and chemistry, AI for science. And I was a visiting scientist at the applied Physics department at Stanford. And we started benchmarking these model…”
Apr 14, 2026 bearish
Apr 25, 2026 bullish
Apr 25, 2026 positive
May 7, 2026 negative
O'Driscoll: OpenAI and Anthropic capture almost all commercial LLM revenue
“And when you look at what's actually going on, the big two guys are getting all the money. Gemini, for some reason, doesn't appear to be able to do a great job of developing code or love and just getting that kind of traction because coding is where it's all h…”
May 14, 2026 positive
Lemkin: WSJ data shows Claude enterprise share jumped to 48%
“The wall street journal today published the market shares in the enterprise for open AI, Claude, Gemini and Grok. Grok is a rounding error going to the prior conversation, right? It's not making any progress. But everything is so multimodal that it said Gemini…”
Jun 22, 2026 bearish
Arora: Over half of AI compute goes to loss-making consumer use
“I think more than half of the compute is going to feed the consumer, which is a fundamentally loss-making entity right now. Like, I don't think any of the frontier models make any money in trying to get you and me to use ChatGPD or, you know, Claude or Gemini …”
Jul 11, 2026 bullish
Aug 9, 2026
Atallah: OpenRouter Data Undercounts Frontier Models Due to Multi-Model Bias
“I think we have a, we definitely have a bias to People who believe our thesis, which is that the future is multi-model and companies who want multiple models. And there are still companies out there. I basically rarely, very rarely run into them now, but there…”