Gemini, every mention
35 scenes, the whole family · ← back to Gemini
tap a year for its mentions
every year anyone Brad Gerstner 26Bill Gurley 13Jensen Huang 3Apoorv Mehta 3Gavin Baker 1Ali Ghodsi 1
Verbatim, from the transcripts: the passages where Gemini comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 34:36 Gavin Baker XAI, SpaceX AI, Google, one with Gemini 3.1 pro,
ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod
- ▶ 10:37 Apoorv Mehta Um, Gemini,
- ▶ 33:53 Apoorv Mehta Uh, there's a couple of big partnerships last year, um, Apple Reliance with Gemini.
- ▶ 48:11 Apoorv Mehta Uh, there was a lot of, you know, talk about it, Marc Benioff switching very vocally to, to, to, to Gemini, and us delaying ads and health agents and shopping.
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 38:05 Ali Ghodsi So is Gemini, by the way.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 1:01:21 Jensen Huang I recommend that they all use OpenAI, they all use Gemini, they all use, you know, these, 2 times in the scene
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 52:13 Brad Gerstner And I saw you had a tweet yesterday, maybe Bill, just on, you were surprised that Google had not taken a more aggressive position with respect to open sourcing Gemini.
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 20:34 Brad Gerstner What's gonna happen when Google launches Gemini?
- ▶ 28:24 Brad Gerstner So what's really driving inference and, and this token explosion, like consumers first and foremost, and Google's got Gemini, right?
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 43:19 Brad Gerstner And the demand, you know, because we didn't mention Gemini 2.5 that happened to release, uh, you know, in this last week.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 1:05:09 Brad Gerstner Gemini's had some updates on where we are in the state of consumer AI demand, and importantly, 2 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:43 Bill Gurley Is it probably, you'd have to count the Gemini searches in the Google search, right?
- ▶ 32:30 Brad Gerstner They did this Apple intelligence integration with ChatGPT and now they're rumors that they're gonna do a Gemini.
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:04:56 Brad Gerstner You know, I started seeing a bunch of breadcrumbs, um, around Gemini, around Deep Reasoning, around Notebook LM, um, just the cycle time, uh, you know, improving there. 4 times in the scene
- ▶ 1:08:23 Brad Gerstner Is there, is the Grok III model better than whatever OpenAI's latest is or Gemini?
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:14:02 Bill Gurley If, if, if, if Gemini becomes hyper competitive as an API, then you indirectly will have third parties using the Google TPU. 2 times in the scene
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 28:56 Bill Gurley It goes all the way to when you start thinking about search and commerce, like, you know, will Booking.com let, you know, Gemini run transactions on it without their permission or knowledge?
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:15 Brad Gerstner Uh, it then goes on to say that Orion or, or ChatGPT-V, Gemini, and, on, on, on, 3.5 Opus are all
- ▶ 14:37 Bill Gurley So both Google, Jim and I, um, released a model in their chat bot that has memory and, and Mustafa at Microsoft dropped the phrase near infinite memory. 2 times in the scene
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 9:46 Jensen Huang There's nothing easy about what OpenAI does, or X does, or Gemini and the team at DeepMind does.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 21:19 Brad Gerstner Gemini, Meta AI, Claude really are not even, uh, you know, keeping up.
- ▶ 23:56 Brad Gerstner You know, everybody asked me a year ago, they said, oh, Gemini's coming. 2 times in the scene
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:07:48 Brad Gerstner 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%.
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 57:30 Bill Gurley We can put it in the thing, but Google Gemini did an ad with Mark Cuban, um, highlighting their enterprise apps, Doc Sheets, you know, and I was
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 17:37 Brad Gerstner She was, you know, running, uh, the, the search demo for the new Gemini powered search.
- ▶ 26:05 Brad Gerstner And, you know, one of the things that I saw a lot of people talking about this week when Omni and, and, and Gemini upgrades came out was who does it kill?
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 58:02 Bill Gurley Um, one of them that's kind of interesting, and I think, I think I saw a photo on the internet of, uh, Sundar and Tim Cook at a restaurant that may have kicked this off, but there's a rumor that Apple's talking to Google about leveraging… 4 times in the scene
- ▶ 1:08:13 Brad Gerstner And I think we just had this conversation about Apple putting Gemini AI on the Apple phone.
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 18:02 Bill Gurley They said maybe that was what caused that.
- ▶ 28:48 Brad Gerstner Um, and, and, you know, I wanna, I wanna explore this open versus close, but, you know, last week we heard about Gemini. 2 times in the scene
- ▶ 1:00:08 Bill Gurley On that one, I mean, the Gemini release the w the world's looking at you with this lens and then you, you release this thing.
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 20:55 Brad Gerstner So everybody, you know, has texted and emailed me, yeah, but they've got YouTube, and they've got Gmail, and they've got Gemini 1.5, and they've got all this stuff.
- ▶ 31:38 Brad Gerstner They can send me down the path of ChatGPT, or send me down the path of Gemini, or send me to Meta.ai, uh, for an answer engine if I want to go down that path.
- ▶ 49:29 Brad Gerstner And of course, in terms of just their basic research and development around AI, what they did with Gemini, 1.5, et cetera.
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 33:53 Brad Gerstner Well, you know, when you said, you know, chat GPT could have made the chart, you didn't say Bard could have made the chart or Google could have made the chart.