Gemini, every mention
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every year anyone Harry Stebbings 50Rory O'Driscoll 12Maor Shlomo 9Jason Lemkin 9Max Junestrand 6Zach Lloyd 4Tomasz Tunguz 4Patrick Forquer 4Nikesh Arora 4Cliff Weitzman 4
Verbatim, from the transcripts: the passages where Gemini comes up
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 20:05 Jean-Denis Greze And so, you know, for like concrete examples, if we're generating images, right, we have opinions internally about when we might use like a Gemini model or an open AI model to generate images, right?
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 51:31 Cliff Weitzman You have Speechify, 11 Labs, Gemini, uh, Grok, so SpaceX is now in the race, and, uh, Cartesia, and that's kind of it.
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 1:13:22 Harry Stebbings When an update to, you know, Gemini, uh, can remove a whole generation of designers in terms of, like, movie posters.
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 37:10 Rory O'Driscoll Every bit of compute that you give to building Gemini might turn into a decent coding model if they get their shit together, and maybe you can get some Entropic-like revenues or some ChatGPT-like consumer revenues, right?
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 24:39 Alex Atallah Like the, you know, the hyperscalers, OpenAI, Anthropic, and Gemini.
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 49:08 Nikesh Arora There was a point that Gemini was nonexistent. 2 times in the scene
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 51:01 Anastasios Angelopoulos I can tell you to go use, you know, Gemini Flash.
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 35:45 Rory O'Driscoll But the other thing was analysts pushing a little bit on, hey, basically, why isn't Gemini as good as the other guys?
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 16:38 Rory O'Driscoll Thinking Machines had an announcement last week.
- ▶ 22:23 Rory O'Driscoll If I'm maybe Amazon in particular,
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 26:59 Harry Stebbings Next we have, um, someone else, Mr R's newest model is amazing, Gemini's newest model is amazing.
Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
- ▶ 2:55 unnamed speaker So today, um, the way to think about Glean is that first, it's a super set of JetGPD, Cloud, Gemini,
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 6:27 Nikesh Arora I literally had Gemini produce an investment memorandum for something I was looking at.
- ▶ 20:27 Nikesh Arora or, you know, Claude or Gemini every day.
Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
- ▶ 25:50 Ryan Petersen They, they choose, um, I think they're still more, they're still more habit formed on Claude, but, um, they use Codex, we, we're cursor users, we use everything, um, as an enterprise, we've been more Gemini, uh, because we're Google Docs…
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 1:05:13 Matan Grinberg And so, you know, you could be agnostic by saying, hey, every engineer, we're gonna give you Cloud Code, and Codex, and Gemini CLI, and all these other tools.
- ▶ 1:05:59 Matan Grinberg Where it's kind of fun to see, oh, I wonder what Gemini does versus OpenAI versus Anthropic.
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 18:41 unnamed speaker Um, I think that, um, and, um, I mean, we can make fun of Apple this week, basically, uh, uh, repackaging Gemini and giving up on AI, right, if that's the way we want to view it, but, but that's a little piece of wanting ultimately AI to… 2 times in the scene
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 12:33 Harry Stebbings Ultimate sign of Google's superiority in their positioning, owning both Gemini and then TPUs and Buntney, where they sit selling now to Anthropic. 6 times in the scene
Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer · 20VC with Harry Stebbings
- ▶ 1:11:33 Patrick Forquer I use Gemini all the time. 4 times in the scene
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 22:48 Cliff Weitzman So I'll then put that into Claude, or I'll put that into GPT, or I'll put that into Gemini. 2 times in the scene
- ▶ 39:57 Cliff Weitzman Inside of this research, from talking to Gemini, and talking to Grok, and talking to Chachupiti, I realized that there was a machine that could help us.
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 19:40 Rory O'Driscoll By the way, when I did find that number for the Gemini token production, they boasted about the fact that the Gemini token production went from ten billion per minute in Q-IV to sixteen billion per minute in Q-IV. 4 times in the scene
- ▶ 28:07 Jason Lemkin And GCP is in Gemini are this weird thing where it's very cost effective.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 6:36 unnamed speaker One is if the choice is between, so if the choice is between OpenAI, Claude, and Gemini, then it's still a nice 4 times in the scene
- ▶ 29:09 Jason Lemkin So Google wins whether you use Gemini or whether you use Anthropic now, right? 2 times in the scene
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 6:14 Amjad Masad Google's Gemini's models have, um, are the best at price performance, for example.
- ▶ 14:09 Amjad Masad Like we're big partners with Google and Gemini is one of the best models at design. 2 times in the scene
- ▶ 27:11 Amjad Masad Now we're seeing Gemini catch up.
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
- ▶ 5:57 Anjney Midha And surprise, they sucked.
- ▶ 44:20 Anjney Midha Google is integrated LAN PowerShell, TPUs, Borg, XBorg, GQM, Gemini, then the deployment, I mean, the systems co-design there up and down results in efficiency that, that gives you huge performance gains at the end of the day.
- ▶ 48:23 Anjney Midha I think if there's any reason why OpenAI, Anthropic, Gemini, and so on don't hit their revenue targets over the next few years, it's because they won't have access to enough compute.
Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
- ▶ 9:39 Harry Stebbings Um, the, the second one you mentioned was that we're going to see open AI, Anthropic, Gemini, kind of the model companies move into the application layer.
- ▶ 32:20 Eran Zinman So, first of all, I don't think that ChatGPT or Gemini on Tropic are going to do it, because going back to my, uh, the second theory that we discussed, you know, of course, you know, people are buying a Tropic, uh, Claude, they're buying…
- ▶ 34:01 Eran Zinman So, the fact that ChatGPT or Gemini or Entropic are selling a contract that a thousand people, let's say, within Monday can use Entropic, it's, it's great, but that's not the product I'm talking about, ok? 2 times in the scene
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 6:39 Jerry Murdock Right now you've got a reasoning layer that's dominated by Claude and Codex and Gemini.
- ▶ 55:25 Harry Stebbings I get you, but do you not think Gemini and Google can still wipe the floor with the distribution advantage that they have, Demis, and the speed that they're moving?
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 7:52 Harry Stebbings So Gemini is better, and then Claude's better, and then OpenAI is better.
- ▶ 59:10 Harry Stebbings Here, it's like Gemini puts in Nano Banana Pro, and you're good to go tomorrow.
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 11:34 Jason Lemkin We thought code red was about Gemini.
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 2:56 Mike Cannon-Brookes Like we use a lot of Gemini, a lot of Anthropic. 2 times in the scene
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 10:32 Anish Acharya I think that if you actually look at coding, you might know that Gemini is great for front-end, Codex is great for back-end, right?
- ▶ 26:22 Anish Acharya Gemini Ultra, two 50 a month.
20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix
- ▶ 14:26 Omer Shai What was the quality of Gemini six months ago?
- ▶ 24:59 Harry Stebbings How do you think about the divergence in TRI, or the contrast in TROI, between Wix, where you've got, I would imagine, more retained users, more small businesses, which are stickier, versus Base-Forty-Four, where people are also using…
Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All? · 20VC with Harry Stebbings
- ▶ 14:31 Max Junestrand And so if a, if Gemini is better, we will switch immediately.
- ▶ 15:09 Max Junestrand I think for our type of work, it will either be cloud or Gemini. 2 times in the scene
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 43:27 Harry Stebbings Like, at a time for open AI, where you have Gemini killing you on consumer, Anthropic killing you on enterprise.
- ▶ 50:00 Jason Lemkin Well, I don't know why I would use anything else other than the best of ChatGBT or Claude or Gemini to find a product to buy.
- ▶ 52:34 Jason Lemkin Okay, just for fun, just for fun, I asked Gemini so that we're not biased in here.
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 0:31 Harry Stebbings And then on the consumer side, you've got Gemini outperforming.
- ▶ 13:11 Harry Stebbings If we've got to be comfortable being scared, to what extent is Google choosing Gemini for Siri over the prior relationship with open AI? 4 times in the scene
- ▶ 16:19 Harry Stebbings And then on the consumer side, you've got Gemini outperforming. 5 times in the scene
Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings
- ▶ 42:45 Harry Stebbings Gemini three killed it.
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 15:36 Harry Stebbings Rory, do you think they will retain the consumer over Gemini as the consumer front end? 3 times in the scene
- ▶ 26:20 unnamed speaker Now the market's saying Gemini, Google, you keep going.
- ▶ 1:12:44 Jason Calacanis They may have, maybe it's a, maybe it's a Gemini partnership in space that's part of it.
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 1:01:56 Harry Stebbings Gemini and Google have just released Build Anything or Build Anywhere or whatever the fuck that lovable competitor is called.
20Growth: How Wiz Built a $30BN Brand in Enterprise | What Worked vs What Was a Mega Failure: Lessons Learned | Why Marketers Make the Worst CMOs & What To Look for in Growth with Raaz Herzberg
- ▶ 1:02:50 Raz Herzberg Another example, Gemini, the new Gemini, right?
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 1:05:36 Rory O'Driscoll And then obviously the second way, and you're seeing it right now, is you say, hey, if at the, at the API level, I'm a commodity, and there's me, OpenAI, and Gemini, and the swapping between us, I have got to grab the apps.
- ▶ 1:10:47 Rory O'Driscoll And I don't think Gemini's quite there. 2 times in the scene
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 43:54 Harry Stebbings It's tied to Gemini, uh, which is obviously blown past a lot of people's expectations.
Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
- ▶ 44:38 Jonathan Siddharth Um, and I say that about, um, the Gemini Pro models, the Grock models, the Claude models, like these models are amazing.
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 1:37 Jason Lemkin Three days ago, it was like, Gemini three Pro is Mark Benioff's like, I've, I'll never go back to ChatGBD again. 2 times in the scene
- ▶ 4:34 Harry Stebbings I think another very important bit of news was Google trained Gemini III. 2 times in the scene
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 24:57 Maor Shlomo If Gemini at some point wins the race, like literally wins the race, um, then they have the entire stack. 6 times in the scene
- ▶ 52:23 Maor Shlomo Like the, obviously the more that, that the capabilities that OpenAI builds into ChatGPT and then Google into Gemini, whatever they're like, they're going to be well, like they're going to have like serious and, and incredible agents. 2 times in the scene
- ▶ 1:14:52 Maor Shlomo Like, even if now Gemini three comes out and it's a better model than Cloud, uh, and so on, then still there's gonna be a huge number of people staying with CloudCode because they're used to it
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 11:04 Tomasz Tunguz Gemini three just came out. 2 times in the scene
- ▶ 12:00 Tomasz Tunguz And sure, I told Gemini this morning when three, when Gemini three launched, look at everything that I've done in Cloud Code and migrate it so that you can use it, right? 2 times in the scene
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
- ▶ 5:18 Andrew Ng Although I think Gemini with this channel advantage through control of Android and Chrome, you know, is a serious player as well.
- ▶ 57:39 Andrew Ng Um, I think OpenAI codecs has actually gained real momentum, and then I'm also keeping an eye on Gemini CLI, which I think is also, uh, getting better, maybe the faster rate than people have given them credit for.
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
- ▶ 7:55 Harry Stebbings You're not impressed by Gemini? 5 times in the scene
- ▶ 10:32 Zach Lloyd And at the moment, Gemini, which is on two five, and I'm sure they're working on Gemini three is not as good. 2 times in the scene
- ▶ 10:32 Zach Lloyd And at the moment, Gemini, which is on two five, and I'm sure they're working on Gemini three is not as good.
- ▶ 28:30 Zach Lloyd So every time one of these model providers puts out a thing, whether it's CloudCode or Codex or Gemini, you see like a temporary spike in their thing, people using it within Warp.
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- ▶ 39:30 Mike Cannon-Brookes It doesn't matter, open AI, Anthropic, you know, Gemini, Llama, go.
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 1:05:52 Harry Stebbings Do you think Gemini's been a 2 times in the scene
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 9:04 unnamed speaker They have commanding market share in the consumer chatbot market, you know, though I think between Gemini and perplexity, I think they would argue not, not a monopoly.
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 1:15:19 Harry Stebbings Uh, we had Gemini go out at 4.4 1,000,000,032 percent bump on the first day. 5 times in the scene
Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
- ▶ 44:41 Brendan Foody I, I definitely feel like a lot of the Gemini Flash models are also extraordinary and underappreciated on, on evals, um, especially their small models I'm always amazed with.
ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
- ▶ 14:06 Mati Staniszewski Then speech to text is beating open AI, Gemini on benchmarks.
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
- ▶ 28:13 Alex Schultz You know, you see that with chat GPT and Claude and even Meta AI and Gemini.
- ▶ 37:45 Alex Schultz On the other hand, a bunch of people are using Google and using Gemini, and their search volume, according to Google, has gone up, and they're seeing more ads next to it. 2 times in the scene
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- ▶ 13:38 Cliff Obrecht Gemini, OpenAI, and Anthropic, you can kind of pick two.
20VC: 15 Term Sheets in 7 Days and Choosing Benchmark | Harvey vs Legora: Who Wins Legal and How to Play When You Have $600M Less Funding | Are AI Models Plateauing Today | Building a 9-9-6 Culture From Stockholm with Max Junestrand
- ▶ 11:50 Max Junestrand Gemini is better here. 2 times in the scene
- ▶ 1:15:30 Max Junestrand And you have Anthropic, Gemini, and OpenAI all playing for the horizontal platform of the AI-powered workspace for general productivity.
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- ▶ 26:46 Harry Stebbings I'm not doing a prior guest and saying it's not, but Gemini is great actually. 2 times in the scene
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- ▶ 43:02 Harry Stebbings And then Google own distribution and Gemini in a way that is very, very powerful and important.
a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
- ▶ 6:57 Martin Casado I think about Gemini and they don't have to do this in a way, um, you know, where they have the same economics as an independent company.
- ▶ 7:30 Martin Casado I mean, Gemini 2.5 is a great model. 2 times in the scene
How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
- ▶ 20:06 Jason Lemkin I don't think that Windsurf had an option yet had Gemini.
- ▶ 22:44 Rory O'Driscoll Because they started later, if they, you know, they've clawed their way in, and then the next people you'd rank down would be Gemini, which would be Google, and people like that, so.
Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
- ▶ 13:02 Harry Stebbings Do we see Gemini integrated into Google search?
- ▶ 18:28 Harry Stebbings Are you impressed by their latest enhancements with Gemini and where they've really positioned themselves?
Yamini Rangan, CEO @ HubSpot: How HubSpot Competes Against Salesforce · 20VC with Harry Stebbings
- ▶ 41:36 Yamini Rangan I mean, I have all of them, so I have Gemini Gems, I have.
20Product: How to Design and Build Products in a World of Agents | Why AI Will Kill Many SaaS Products | What Products Will Thrive and Die in a World of 100M Developers with Matt Biilmann, Co-Founder and CEO @ Netlify
- ▶ 30:22 Matt Biilmann Like I now have all these Genesis buttons all over and I never use them. 2 times in the scene
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