Gemini

“So early days, because these frontier models were very, very strong. So you end up using multiple frontier models, right?... Like Gemini, the Claude, the Cursor, the GPT. But the grounding of that. Will happen with our proprietary data. That data doesn't go an…”

“Gemini, despite all the kind of heavy cross-selling Google has done, nobody would say they're winning.”

“GPT has really, like, gotten up on Gemini in terms of image generation.”

“Canva was on this like IPO darling list for so long, and now Google launched Google Pix, P-I-C-S, and without saying they're basically going after Canva, they're going after Canva, and everything is like Gemini integration, Google workspace integration, you co…”

“The problem it's going to be solving is that most people use AI in these random chats. So they'll open up a ChatGPT or Claude, Gemini, they'll ask for 10 posts, and maybe they'll copy and, you know, copy one into a doc that they like, and then the work just di…”

“If you have, if you try Claude and Gemini and the likes on more than a hundred lines, It's gonna slow down and fail and so on.”

“I mean, Gemini just hit a billion users.”

“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…”

“In Q two, Gemini had over 950 monthly active users tripling year over year.”

“They will be the number one AI company in terms of consumer usage by far, I think, this year.”

“Now, when you're doing this kind of end-to-end thing, you are less likely to get disrupted. In fact, if you know, if anything, if the if the cloud models or codex or even Gemini models or any of these other models get a lot better at coding, these people only …”

“Whether it's using Claude or Gemini to take raw notes, put them into something that is a format we can all consume, or using Granola or Whisperflow to capture thoughts, record them for writing for other members of the team, trying to use these tools to do a be…”

“I think two years ago every state of the art model was trained in a Cuda flow. And right now, Gemini is trained without Cuda. Anthropical is trained without Cuda. Open AI as strange as could. So in a one or two year period, they lost 70% share. Of training mod…”

“There's no doubt that a two-way or a three-way dominance of the foundation model category will be between OpenAI and Tropic and Gemini with maybe some other players. They will dominate that. They probably will have, you know, oligopolistic profits.”

“Because right now we've got, you know, Anthropics ahead at the moment. We have OpenAI and Gemini five percent behind, like not far behind. Grok just, SpaceX Grok Nazi model just came out with like a model that's in like the top At the top of some of the benchm…”

“One of the advantages Google has is that their TPU can be designed in collaboration with the team building Gemini or the team of DeepMind, and so they can inform their choices back and forth, and that's an enormously powerful thing that is surprisingly relativ…”

“Today the way to think about Glean is that first, it's a super set of JetGPD, Cloud, Gemini, All of those combined into one product experience.”

“We recently partnered with Google. So merchants can sell right inside AI mode and the Gemini app. So, you know, maybe you shop at JD sports cause I was on the topic of running shoes or fanatics or quince. Those were all early adopters.”

“So Gemini does pretty well on Sweebench. Sometimes Gemini publishes models that win on some of those software benchmarks. Raise your hand if you're using Gemini to write code right now instead of, you know, the obvious other name competitors. No one. Like, why…”

“The models at any given point are good at different things, and so Gemini is like the best multimodal model. You know, Claude typically has the best coding model, although now a lot of people think GPT-Five. Is actually better than the latest Opus model at cod…”

“At least anthropic is not. I mean, I don't think they're going in that direction at all. Google and Gemini. Obviously, 100% will.”

“At least anthropic is not, I mean, I don't think they're going in that direction at all. Google and Gemini, Obviously, 100% will”

“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 …”

“And what it looks like they've done here is just taken, you know, state of the art Gemini models, both the on-device local flavor, as well as the cloud flavors and distilled them for their own purposes into these, you know, quote, Apple foundation models. Whic…”

“Well, if you're a company, and you can go to Google and Gemini, and you can pay 80% less for that Basically identical product. Why wouldn't you do that? And then the compression and the pressure on those other businesses goes super critical.”

“Google's crawler is also tied to Google search. And so if you're turning off the crawler for Gemini you're potentially turning off Google search, which basically no one is willing to do at this point. And gives Google, you know, a huge leverage point. In, in a…”

“It's basically Google's immense size and capabilities become a hindrance in, in the building out of this, right? Because like, imagine that they feel like they have to answer for open AI super app comes, chat GPT super app coming out. And it has, you know, fro…”

“So every single model from Anthropic since have been going in this direction. And I think one interesting thing is that like, OpenAI models don't. They, Quite plainly, they don't, they behave really well. And you know, you don't know if this is like, good, lik…”

“OpenAI's weekly active users for the quarter averaged about nine hundred five million users. Although the company hit about nine hundred twenty million weekly active users in February, the lower average figure for the quarter implies that usage during the rest…”

“If you compare Gemma III to other models from back then, maybe the other models were better than Gemma III like as general model, But if you train all of these models for, I don't know, a specific Southeast Asian language, I don't know, Vietnamese, let's say, …”

“I think they said they have over nine hundred million active users using Gemini.”

“Certainly Google has a more AI native feel the way even ask questions in maps. Even again, we've talked about this at length that Gemini and Gmail still kind of sucks, but like they still feel more AI native than Microsoft.”

“Apple is like the most far behind. They still have a ChatGPT integration. They're solving the Gemini thing. And there may be like a year or two behind in terms of like the knowledge retrieval use case that is in so in such high demand.”

“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…”

“So one of the core design principles which we had in the company is every model development has to be a tailwind for us, not headwind. If tomorrow Google launches a new Gemini model or OpenAI launches a new GPT model or like, you know, something like deep secr…”

“So the one thing that Codex is never going to be able to support is running Gemini models. You know, they will always be in the GPT family. Same thing for, you know, Claude, like they're not gonna, you know, have GPT models. Gemini is not gonna have Grok model…”

“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…”

“Subscriptions. Unfortunately, they're probably going to hit a local maximum percentage of users subscribing because Claude and Gemini are giving away for free.”

“Daily active user growth across all AI, AI apps. So that includes perplexity and Claude and the Gemini's of the world. ChatGPT, growth is not just tailing off, it's down. So you can see that, you know, while like the space is growing overall the growth is, is …”

“I mean, based on Gemini's numbers in the consumer market, they've shown you can do that.”

“I think by the end of this year, Gemini is, is much higher in the rankings.”

“I think, you know, if you're not using one of the large language models, whether it's Claude, my favorite, ChatGPT, Grok Gemini, you know, from a business perspective, since this is a business and student audience, you're falling way behind. That if you don't …”

“And so what we see is that, you know, sometimes it will consider a move. It will realize it's a blunder, but it can't find anything better, so it kind of goes back to that move and does it anyway.”

“One thing I can think see happening is Gemini, Claude, or one of these general systems making use of alpha fold, like specialized systems as tools. I don't think we're going to have it just in one giant brain because it will have too much regression in if I pu…”

“Google's Gemini's models have are the best at price performance, for example.”

“Gemini is one of the best models at design.”

“We do a lot of work now on trying to be, if you search on loyalty in, in a ChatGPT or a Gemini, We want to come up there saying, look it may not be about saying I want to buy software, but you talk about something. I want to say, look, okay, here and it, by th…”

“In other words, for us, for let's say our TPUs, we co-design them with a building. We co-design them with the power generation source. We co-design them with the DeepMind team that builds Gemini models. So it's the software above, the models above that, the ch…”

“Agents are goal-seeking, right? Most of them under the hood are clawed. It'll be more, we use Gemini ourselves too. We'll use more open ad. Most of them are clawed, but it doesn't matter. They're goal-seeking. And that still creates a certain laziness, which i…”

“Then he will be seen as the person who was so myopically focused on what they did well that he failed to create a culture, because we know the culture is not ready to build AI, failed to create a culture that could do this in house. And I think that's evidence…”

“If you look at the TPU, which is the accelerator that Google has been, has put out and Tranium, which is Amazon's version of it you know, two of the top three models in the world, Claude and Gemini were trained on it”

“If I look back six months ago, I think we were pretty heavy on cursor. And Gemini, and now I think we're probably 90% anthropic in just the last six months at my organization.”

“There's a website, genai.mil, that's available to the people in the military here, and interestingly, Google, ah, is in there. Gemini's in there.”

“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…”

“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.”

“Those are consumer grade AI systems that make a lot of our tasks easier, right? But when it comes to business and especially life sciences business applications, they often come short. Specifically there are special metrics in AI world, precision, recall hallu…”

“I think we paid a bit more of a fixed cost upfront, but we designed the Gemini models to be very multimodal from day one.”

“The Gemini robotics models are sort of on spatial reasoning, et cetera, so we definitely have state of the art models there.”

“If you use Gemini instead of Google search, It is really supercharging Google's ability to understand who you are, and it knows a lot more than if you were just using a search product. So it's, you could think of it as Google's business model, but now on stero…”

“I have started running Kimmy 2.5 on a Mac studio. It's not as good as Claude or Gemini or Grok, but you can probably do about 80% there for free.”