Gemini

“Google invented the transformer in 2017 and then put it on a shelf. And then startups came in and sort of picked up that idea and ran with it, OpenAI and now Anthropic and others and many others now. And then as a consequence, Google has now been forced to rea…”

“I bet it's gonna be okay. They have a little time to figure it out and correct the image generation.”

“They actually have the best models right now. Like, they have the leading, you know, the state-of-the-art models in Gemini across a bunch of different domains.”

“Claude has become kind of the de facto coding model, opening eyes, that general assistant. Gemini is, like, powering a lot of enterprise use cases now, just due to its, like, cost effectiveness, speed, and general capabilities.”

“Gemini was number two. It was right behind ChatGPT. It has just about 10% of ChatGPT's traffic on web, but it's much closer on mobile. It's like half of ChatGPT's traffic on the mobile app, which is interesting. It's mostly Android users, which I think you wou…”

“And they gave it legitimately unsolved problems in science, and in one particularly famous, kind of notorious case, it came up with a Hypothesis, which it wasn't able to verify because it doesn't have direct access to actually run the experiments in the lab, b…”

“And I think the metrics that they're kind of faking right now is it's like what percentage of our users are using AI and that's not using Gemini as a DAU. I'm sure of that. It's just like they have like an AI summary, something, something in there, but they're…”

“I think they've taken 15 or 20 points of traffic share in the last two or three months, and that does not, that's just traffic to Gemini. It does not include search overviews. I suspect on a actual traffic basis, Google is bigger than OpenAI, Anthropic, anyone…”

“Not particularly technical consumers actually do use multiple AIs. Like I didn't expect that, like, you know, people only use Google. They never like looked at Google and then Yahoo or like very few people do it. But now you talk to just average people and the…”

“ChatGPT is a little bit more sycophantic still. They made some changes, but it's still a little more sycophantic. Claude is still the most neurotic. Gemini is, like, very clearly repressed.”

“With the launch of new viral models like Nano Banana, Gemini is now growing desktop users a 155% year over year, which is actually accelerating even as they reach more scale, which is pretty crazy to see.”

“When the input and the output is text. Where ChatGPT and Gemini of the world shine the most, no matter how deeper you go, no matter how specific you think your text output is going to be, essentially given the frequency of the usage of the main Big Lab product…”

“So only nine percent of consumers are paying for more than one out of the group of ChatGPT, Gemini, Claude, and Cursor.”

“Like, if you look at Android, Gemini is at, like, 50% of ChatGPT's scale on mobile, whereas on iOS it's, like, 17%.”

“But if they keep doing what they're doing on these amazing viral consumer creative tool launches and model launches, like, they could get there next year.”

“Most businesses, I think, will have three to five large scale agent platforms running internally, and they say, hey, I use Agent Force for this, or I use Gemini for this.”

“They actually have the lowest combined Chachi, BT, and Gemini usage of any country. It's only 15%.”

“On web, they're 2.7 times bigger than Gemini. On mobile, they're 2.5 times bigger than Gemini. And then, despite, again, like, the kind of tech Twitter discourse Claude, they're almost 30 times bigger than Claude on web, and almost 80 times bigger than Claude …”

“So if you look at their kind of active users and paying users, it's nearly perfectly correlated to releases of like VO three, Nano Banana One, Nano Banana Pro, Nano Banana Two.”