Gemini, every mention
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every year anyone Ben Gilbert 26David Rosenthal 14
Verbatim, from the transcripts: the passages where Gemini comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 3:15 Ben Gilbert They've got a top tier AI model with Gemini.
- ▶ 18:53 Ben Gilbert Where they basically didn't launch any new products that you've heard about until we get to Gemini, which is this fascinating thing, but this oh three to 20 13 era was just so rich with hit after hit after hit.
- ▶ 1:01:58 Ben Gilbert Certainly Gemini.
- ▶ 1:01:59 David Rosenthal That we know, yeah, Gemini directly
- ▶ 1:59:01 Ben Gilbert And you wonder why Noam and Jeff Dean are the ones together working on the next version of Gemini now.
- ▶ 2:36:50 Ben Gilbert And then they have Gemini, the full AI app, but they're not redirecting Google.com to Gemini.
- ▶ 2:43:49 David Rosenthal It's gonna be called Gemini.
- ▶ 2:44:03 Ben Gilbert It's saying, hey, if anyone's got a need for an AI model, you gotta start using Gemini.
- ▶ 2:44:13 Ben Gilbert You need to start looking for ways to integrate Gemini into your product.
- ▶ 2:44:25 David Rosenthal But the point a lot of people at Google made is the Gemini situation is very different than the Google Plus situation.
- ▶ 2:45:20 Ben Gilbert There's also something to read into where at first it was the Gemini model
- ▶ 2:45:29 Ben Gilbert Then at some point they said, no, we're just calling it all Gemini, and Gemini became the user-facing name also.
- ▶ 2:46:10 Ben Gilbert Gemini the model, Gemini the chatbot says, we're just exposing our amazing breakthrough technology to you all, and you get to interface directly with it.
- ▶ 3:08:17 Ben Gilbert So I think where you were is the Gemini launch.
- ▶ 3:08:27 David Rosenthal One, we're merging Brain and DeepMind into one team for AI within Google, and two, we're gonna standardize on one model, the future Gemini, and DeepMind slash Brain team.
- ▶ 3:08:45 Ben Gilbert Not to mention, apparently, Sergey Brin is, like, now back as an employee working on Gemini.
- ▶ 3:08:58 David Rosenthal So, once Sundar makes these decisions, Jeff Dean and Oriol Vinales from Brain go over and team up with the DeepMind team, and they start working on Gemini.
- ▶ 3:09:24 David Rosenthal Noam joins the Gemini team, and Jeff and Noam are the two co-technical leads for Gemini now, so.
- ▶ 3:09:43 David Rosenthal They announced Gemini.
- ▶ 3:10:51 David Rosenthal So, a key part of this new Gemini model that they announced in May, 20, 23, is it's gonna be multimodal.
- ▶ 3:11:18 David Rosenthal February, twenty-twenty-four, they launched Gemini 1.5 with a one million token context window.
- ▶ 3:13:15 David Rosenthal So they announced there are now four hundred and fifty million monthly users of Gemini.
- ▶ 3:13:33 Ben Gilbert Google's saying it, so it must be true, but I just wonder, what are they counting as use cases of the Gemini app?
- ▶ 3:13:40 David Rosenthal Certainly, everybody who's using Nano Banana is using Gemini.
- ▶ 3:20:32 Ben Gilbert One is Gemini, to try to figure out what's happening there, and two is a brief history of Google Cloud.
- ▶ 3:20:43 Ben Gilbert First on Gemini, because this is Google, and they have, I think, the most obfuscated financials of any of the companies we've studied.
- ▶ 3:20:55 Ben Gilbert Of course we don't know Gemini's specific revenue.
- ▶ 3:22:48 Ben Gilbert So we really can't figure out how much money Gemini makes right now.
- ▶ 3:33:25 David Rosenthal It's not clear to me that Gemini is any worse than OpenAI or Anthropics products.
- ▶ 3:47:51 Ben Gilbert Gemini AI mode and AI overviews versus the competitive set of Anthropic, OpenAI, Perplexity, Grok, MetAI, etc.
- ▶ 3:48:20 Ben Gilbert Think about how many inference tokens are generated for the other model companies, and how many inference tokens are generated by Gemini.
- ▶ 3:49:42 Ben Gilbert I use Gemini for some stuff, then it's really easy to switch away.
- ▶ 3:50:05 Ben Gilbert Network economies, I don't think if anyone else is a Gemini user, it makes it better for me, because they are sucking up the whole internet, whether anyone's participating or not.
- ▶ 3:52:36 Ben Gilbert Because if it's just the mission, they should be way more aggressive on AI mode than they are right now and full flip over to Gemini.
- ▶ 4:05:12 Ben Gilbert To Korai Kovakhchalu from the DeepMind team building the core Gemini models.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 2:25:25 Ben Gilbert VZero is a chat bot that looks like Claude or ChatGPT or Gemini, except that when you give it a
- ▶ 3:29:19 David Rosenthal Gemini AI comes out later.
Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- ▶ 1:00:46 David Rosenthal He also implemented the first version of AdWords, built AdSense, rewrote the core search pipeline five times, co-invented and implemented Bigtable MapReduce, TensorFlow, and Gemini.
Meta (Audio) · Acquired
- ▶ 5:42:14 Ben Gilbert One is llama, and this is the family of foundational models that Meta has developed, and these are competitive with OpenAI and Anthropix Claude and Google Gemini, etc.
Renaissance Technologies (Audio) · Acquired
- ▶ 2:37:55 Ben Gilbert In Google's Gemini model and in chat.