Google Gemini
part of Google includes Google Gemini 2.5
4 statements across 4 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Jan 26, 2026 by Max Junestrand · said 20 times in 15 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Harry Stebbings (5), Zach Lloyd (2), Eran Zinman (2), Alex Schultz (2), Yann LeCun (1), Victor Riparbelli (1), Jeff Seibert (1), Christian Lanng (1)
tap a year for its mentions
2026 7 mentions in 6 episodes 1 per episode
- Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
- The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
- OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 6 mentions in 4 episodes 2 per episode
- 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
- 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
- Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- Victor Riparbelli, CEO @Synthesia: OpenAI vs Anthropic vs X.ai - Who Wins and Why | E1246 · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
2024 3 mentions in 2 episodes 2 per episode
2023 4 mentions in 3 episodes 1 per episode
- Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
- Christian Lanng: "How Being a Founder Almost Killed Me" | E1065 · 20VC with Harry Stebbings
- Yann LeCun: Meta’s New AI Model LLaMA; Why Elon is Wrong about AI; Open-source AI Models | E1014 · 20VC with Harry Stebbings
- every mention in 2023, scene by scene →
Everything said about Google Gemini, oldest first
Jan 26, 2026 bullish
Junestrand: Anthropic and Gemini will outperform OpenAI in enterprise AI
“I'll bet based on what I've seen in the last sort of three, six months. I think for our type of work, it will either be cloud or Gemini. That is the top model. And it will be dependent on if context window is a very important factor or not. So far it is not be…”
Apr 9, 2026 bearish
O'Driscoll: xAI is at best fourth in LLMs while burning $12B yearly
“We just had a long conversation on Entropic versus OpenAI, And they're kind of number one and two in this space, and Gemini, Google is almost certainly number three, so x.ai is number four in the kind of model LLM space at best, burning twelve billion dollars …”
Apr 30, 2026 bullish