Google Gemini
part of Google
3 statements across 3 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 7, 2024 by Bill Gurley · said 6 times in 4 episodes since 2024 · across every show →
Mentions by year
brought up most by Bill Gurley (3), Satya Nadella (2), Brad Gerstner (1)
tap a year for its mentions
2025 1 mention in 1 episode
2024 5 mentions in 3 episodes 2 per episode
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Google Gemini, oldest first
Mar 7, 2024 negative
Gurley: Google Gemini acts like an autocratic model restricting information
“The Google Gemini model was much more similar to something autocratic that you might equate with a communist society, like that's intentionally limiting the information you can have and painting it in a very specific way. And so, yeah, I, I'm more afraid of th…”
Jun 10, 2024 bullish
Gurley: Gemini in Workspace and Android could be a huge win for Google
“They've always had sheets and docs, and a lot of the startups in our community live on that stuff, but it hasn't really competed with the Microsoft stack, and with Satya's comeback, everyone's been super, you know, super excited about what this means for Micro…”
Dec 12, 2024 neutral
Nadella: Only four AI products qualify as true hit applications
“In fact, we talk a lot more about AI scale, but there is not that many hit apps, right? There is ChatGPT, GitHub Copilot, there's Copilot, and there's Gemini. I think those are the four. I would say in a DAO, like, is there anything else that comes to your min…”