Gemini

“Think about what Apple's going to do maybe more like a small language model. Like, really understand all the language, really understand everything about me, really understand how I interact with all these applications, and then when I have a deep problem I ne…”

“I put the probability of them, quote unquote, outsourcing AI to Gemini at next to zero.”

“If you look at these generative AI apps, character tops out at about 64%, but if you look at Claude, Gemini, ChatGPT, they're about 40%. So much lower engagement you know, than you know, internet consumer apps.”

“ChatGPT beginning to run away with it. Gemini, Meta AI, Claude really are not even you know, keeping up.”

“Gemini is really good at local. Because they have all the local reviews. So I find myself now, if I'm going to a restaurant, you can say, what are the three dishes people have loved the most? What are the two that you stay away from?”

“ChatGPT has been radically more resilient, and the engagement has increased much faster than I think any of us would have thought with that level of competition coming out.”

“And so I think that, that every country needs to have some sovereign capability. I recommend that they all use OpenAI, they all use Gemini, they all use, you know, these, Open models. You use Grok, and I think they, I recommend they all do that. I recommend th…”