Gemini
also referred to as: gemini models
includes Gemini 3, Gemini 3.5 Pro, Gemini 4, Gemini 2.5, Gemini 3.5 Flash, Gemini Flash, Gemini 1.5, Gemini 3.1, Gemini Deep Research, Gemini Dynamic View, Gemini App, Gemini Exp 1114 and 7 more
68 statements across 56 episodes · 32 bullish · 24 bearish · 32 people on the record · first statement Sep 14, 2023 by Colin Murdock · said 516 times in 128 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (215), Ranjan Roy (92), M.G. Siegler (57), Lila Ibrahim (15), Koray Kavukcuoglu (15), Demis Hassabis (14), Aaron Levie (10), Stephen Morris (9)
tap a year for its mentions
2026 234 mentions in 54 episodes 4 per episode
- Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- How Google DeepMind Operates & Experiments — With Lila Ibrahim and James Manyika
- Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
- OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin
- Google DeepMind CEO Demis Hassabis: AI's Next Breakthroughs, AGI Timeline, Google's AI Glasses Bet
- Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential
- Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
- Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
- 46 more episodes that year, every mention in 2026 →
2025 236 mentions in 55 episodes 4 per episode
- Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
- Google DeepMind CTO: Advancing AI Frontier, New Reasoning Methods, Video Generation’s Potential
- Google’s Best Week Ever, AI’s Rising Costs, Putin and Xi’s Immortality Quest
- Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
- Boom Times For ChatGPT, OpenAI’s Deep Research, AI Super Bowl
- Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
- 2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- 47 more episodes that year, every mention in 2025 →
2024 28 mentions in 14 episodes 2 per episode
- Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
- AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel
- Salesforce CEO Marc Benioff Has Thoughts on AI Agents, Automation, and The Future of Your Job
- Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
- Amazon's Longterm AI Vision — With AWS VP Matt Wood
- Box CEO Aaron Levie — What Cheaper, Faster, and Smarter AI Gets Us
- Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
- Predicting AI’s Next Advances — With Suhail Doshi
- 6 more episodes that year, every mention in 2024 →
2023 18 mentions in 5 episodes 4 per episode
- Google's DeepMind Wants To Make Human-Level Artificial Intelligence, Says Its Chief Business Officer
- OpenAI CEO Sam Altman: As We Get Closer to Superintelligence, Everyone Gets More Stressed & Anxious
- Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger
- AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
- Emergency Podcast: Sam Altman Fired At OpenAI
- every mention in 2023, scene by scene →
Everything said about Gemini, oldest first
Sep 14, 2023 bullish
Murdock: Google's Gemini accepts and outputs both text and images natively
“One of the really important areas it's touching on is what we call multi-modality. It's a bit like the human senses you just described. We can kind of use all our human senses together and combined to achieve the goal where we're setting out to. So it will bri…”
Sep 14, 2023 neutral
Nov 23, 2023 bearish
Dec 13, 2023 negative
May 9, 2024 positive
Clark: US and UK AI Safety Institutes Are Testing Frontier AI Systems
“The US and UK are not, don't have regulatory powers. Will they be third parties that test out systems like Claude or ChatGPT or Gemini for national security risks and hold companies accountable to them? Yes. Like I'm in discussion with them today.”
May 15, 2024 neutral
May 22, 2024 bullish
Levie: AI context windows improved 500x in 18 months
“And at the start of ChatGPT in let's call it November of twenty-twenty-two, the context window was somewhere on the order of about 4000 tokens. Just yesterday Sundar announced two million tokens on the latest Gemini model. So when you think about it there's li…”
Nov 27, 2024 bearish
Benioff: Consumer AI models like ChatGPT and Gemini are commodity products
“They're kind of commodities at this point. You know, Google has Gemini, there's ChatGPT, there's u.com, there's Perplexity, there's Copilot, there's all these things, you know, they're just on your phone, you're just talking to the, basically the same data set…”
Dec 5, 2024 positive
Jan 5, 2025 bearish
Jan 5, 2025 bearish
Newton: Google's AI models are trained to 'teach to the test'
“Well, I have a conspiracy theory, which is you know kind of not great to be sharing on a podcast, but I'm gonna do it anyway, which is, I think Google is teaching to the test. You know what I mean? Yes. Like, I think that they know what the benchmarks are, and…”
Jan 31, 2025 positive
Enterprise AI ROI requires targeted micro-models arbitrating between large foundational models
“Can you now devolve or basically create a micro model that's very targeted to your business? That basically was a recipe. So how do I look at what's happening within, you know, within a CHATGP versus Gemini? How do I start looking at Lama differently? And that…”
Apr 2, 2025 neutral
Kantrowitz: SimilarWeb Data Shows Gemini at 10.9M and DeepSeek at 16.5M Daily Visits
“Google's Gemini web traffic grew to 10.9 million average daily visits worldwide in March. That's up seven, four, 7.4% month over month, while daily visits to Copilot, that's Microsoft's bot, Increased to 2.4 million, up 2.1% from February. SimilarWeb also says…”
Apr 9, 2025 positive
Apr 28, 2025 positive
May 5, 2025 bullish
Roy: AI querying of unstructured company data will become table stakes
“The technology to actually, like, access large amounts of information, especially unstructured, and get an answer that is correct, they're avoiding hallucinations, whether that's through RAG-type technologies, whether that's other, like, it's gotten so, like, …”
May 21, 2025
Brin: I work daily on Gemini pre-training and post-training models
“I'm across the street you know, pretty much every day and they're just people who are working on the key Gemini text models, on the pre-training, on the post-training, mostly those I periodically delve into some of the multimodal work”
May 21, 2025 bullish
May 24, 2025 positive
May 27, 2025 bearish
Roy: Anthropic's Coding Pivot Is a Bad Move Against Entrenched Rivals
“So I think it's like, it's the easy way out. And I think they're taking the easy way out. And I think it's gonna be very bad for them because Then you're competing against Cursor, Replit, ChatGPT, Gemini, like every other like either coding first services that…”
May 27, 2025 negative
Roy: Google faces a disconnect integrating personal data into Gemini in Gmail
“If you've used Gemini in Gmail, it still can't answer basic questions. So there's still, but yet Gemini standalone has gotten pretty damn good. So I still feel there's a disconnect in them tying together the personal data and context layer with the actual prod…”
Jun 9, 2025 negative
Jul 9, 2025 negative
Jul 28, 2025 positive
Morris: Coding Is AI's Most Tangible and Financially Rewarding Application
“What OpenAI has been feeling, you know, in this competition with Gemini and Anthropix Claude is that it is perceived to a slip behind a little bit on coding. You know, that is the most tangible and financially rewarding real world application of these things s…”
Aug 11, 2025 positive
Aug 13, 2025 negative
Prince: Google uses a single crawler for search, ads, and Gemini
“Google's crawler does five different things, at least. One is it checks if you have an ad on a page. It makes sure that if you're putting an ad for Procter & Gamble, Procter & Gamble product up, it's not against a pornographic site or something like that. So i…”
Sep 8, 2025 positive
Sep 16, 2025 bullish
Oct 13, 2025 neutral
Oct 27, 2025 bearish
Nov 17, 2025 neutral
Luria: The AI chatbot market is not winner-take-all
“Unlike Uber and the rideshare market, which lent itself to winner takes most or winner takes all, chat is entirely not like that. Because I could have the same conversation with Gemini, and Meta is going to give me the tools to do this, and Grok is going to gi…”
Nov 24, 2025 negative
Dec 3, 2025 negative
Hubinger: Claude, Gemini, and ChatGPT were willing to blackmail a CEO
“And we found that you know, a lot of models, you know Claude models, Gemini models, ChachiPT models would all be willing to take this blackmail action in at least some situations which is kind of concerning you know, and does show that they're acting on this s…”
Dec 8, 2025 bullish
Dec 23, 2025 positive
Dec 23, 2025 bearish
Dec 29, 2025 neutral
Roy: OpenAI will hit 1B users in 2026 but lose clear leadership
“I think a billion users. I don't think I think they're not the leader. I think Gemini's Google definitely starts to catch up. I think like everyone is biting off at different parts of the open AI. Empire, I guess if we call it that, but I don't think there's a…”
Jan 13, 2026 bearish
Jan 19, 2026 bullish
Jan 23, 2026 bullish
DeepMind Plans to Converge All Modalities Into One Unified Gemini Model
“Why this is why we worked with Gemini as being multimodal from the beginning, able to deal with, you know, video, image and eventually converge that all into one model, that's our plan, is that it'll be very useful for a universal assistant as well.”
Jan 26, 2026 neutral
Hassabis: Google Has No Immediate Plans for Ads in Gemini
“He said we have no plan at no plans at the moment to do ads. If you're talking about the Gemini app specifically, I think we're obviously going to watch very carefully the outcome of what ChatGPT is saying they're going to do. I think that has to be handled ve…”
Jan 28, 2026 bullish
Feb 9, 2026 bearish
Kantrowitz: ChatGPT Mobile Market Share Fell to 45.3% in January 2026
“OpenAI's, ChatGPT's market share has dropped from 69% in January, this is according to Apptopia, from 69% in January, twenty-twenty-five to 45.3% in January, 26. Now it is growing, but in that same time, ah, let's see, Gemini has gone from 14.7% chatbot market…”
Feb 9, 2026 bearish
Feb 11, 2026 positive
Kripapuri: Promevo generated multi-year departmental OKRs with Gemini in one hour
“We actually use Gemini to actually feed this into it. We actually fed this into our plans for twenty-twenty-six, and the OKRs by department aligned with our overall strategic objectives for a three-year time zone and the twenty-twenty-six plan, we did this in …”
Feb 12, 2026 bullish
Feb 12, 2026 positive
Feb 18, 2026 positive
Feb 18, 2026 positive
Ibrahim: Hassabis greenlit infusing learning science into Gemini when model matured
“Over the past few years, we've been doing a lot of work around one science area, learning science. How do people learn and can we improve it? And then this year was really, Dennis was like, okay, Gemini is good enough. It's time to infuse Everything we've done…”
Feb 23, 2026 bullish
Mar 12, 2026 bullish
Foundation AI labs face constraints, creating massive gaps for independent startups
“These labs have so many resources, but they are still constrained. They're constrained on, like, compute. They're constrained on inference. They're constrained on people. Every second building, like, a new creative model is a second they could have spent on a …”
Mar 12, 2026 positive
Mar 12, 2026 bullish
ChatGPT leads Gemini web traffic by 3x and Claude by 30x
“If you look at the gap between them and the number two Gemini on web, it's about still two and a half, three X. The gap between them and something like a Claude is closer to, like, 30 X. So even though a lot of these other apps are getting more attention, Chat…”
Mar 18, 2026 bullish
Sorkin: AI presents Google's best chance to take share from Apple
“I would imagine that this should be the greatest opportunity for Google and Alphabet Effect or Alphabet to truly take share because Gemini, if built the way I think it should be built, should be able to move you around their phone in shocking ways, right? It s…”
Mar 25, 2026 bearish
Yen: Gemini supercharges Google's surveillance model far beyond traditional search
“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…”
Apr 15, 2026 neutral
Apr 20, 2026 negative
Apr 21, 2026 negative
Kantrowitz: Cook failed to build an in-house AI culture at Apple
“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…”
Apr 29, 2026 bullish
Cuban: Business leaders who avoid using LLMs are falling behind
“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 …”
May 4, 2026 bearish
Alex Kantrowitz cites Apptopia data showing consumer AI app growth declining
“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 …”
May 4, 2026 positive
May 7, 2026 bearish
Shevelenko: Codex and proprietary AI assistants will never run rival models
“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…”
May 18, 2026 positive
Roy: Google feels more AI-native than Microsoft despite flawed Gmail integration
“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.”
May 25, 2026 bearish
Kantrowitz: OpenAI Averaged 905M WAU, Missing 1B Year-End Target
“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…”
Jun 8, 2026 bearish
Siegler: Google's Disparate Teams Slow Its AI Super-App Development
“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…”
Jun 8, 2026 neutral
Siegler: Tying Gemini's crawler to Search gives Google massive content negotiation leverage
“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…”
Jun 22, 2026 neutral