Gemini

5 statements across 5 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Apr 5, 2025 by Benedict Evans · said 20 times in 8 episodes since 2024 · across every show →

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brought up most by Benedict Evans (20)

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2026 3 mentions in 2 episodes 2 per episode
2025 11 mentions in 3 episodes 4 per episode
2024 6 mentions in 3 episodes 2 per episode

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Everything said about Gemini, oldest first

Apr 5, 2025 bearish
Opinion
Evans: Consumers lack obvious reasons to prefer one AI chatbot over another
“The point is, whatever your use case is for ChatGPT, there's not any particularly obvious reason why you'd be using ChatGPT versus Anthropic versus Meta.ai versus Gemini, and certainly not why you'll stick with it over the next, you know, six months or a year,…”
Benedict Evans Apr 5, 2025 ▶ 13:23 Looking for AI strategies
Aug 21, 2025 neutral
Opinion
Evans: Mainstream users have never heard of Claude despite Silicon Valley hype
“This disconnect between how everyone in the Valley is obsessed with like Claude is three percent better than ChatGPT this week and next week Gemini is overtaking Claude. But then you look at the user numbers. I know users have never heard of Gemini or Claude. …”
Benedict Evans Aug 21, 2025 ▶ 23:28 A double episode: AI differentiation, and Apple does F1
Dec 20, 2025 neutral
Assertion Supported
Evans: Meta AI consumer usage rivals Gemini; Claude has zero adoption
“For consumers, Meta AI has got not actually very dissimilar usage to Gemini, and Claude is nowhere.”
Benedict Evans Dec 20, 2025 ▶ 16:40 How does OpenAI compete?
Feb 28, 2026 bearish
Assertion Partly supported
Evans: Survey data shows Claude holds between 0% and 1% consumer usage
“If you look at the, you know, survey data on usage, it's, It's ChatGPT, and then it's sort of two-thirds of that to a half of that is Gemini and Meta AI. Even though Meta AI is a fiasco, Llama IV was a fiasco, the new models haven't launched yet, but consume…”
Benedict Evans Feb 28, 2026 ▶ 17:42 The end of the network effect
Jul 15, 2026 positive
Assertion Not checkable as stated
Evans: Anthropic Leads AI Frontier, OpenAI and Gemini Trail by 5%
“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…”
Benedict Evans Jul 15, 2026 ▶ 4:33 Token pricing
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