Gmail

“I personally am very bullish on the company. They have an amazing team. They have incredible talent, particularly in the AI space and the data they have in Gmail in order to understand who you are, what you like, who you communicate, how you communicate.”

“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…”

“I mean, if you think back to last year's event, we were promised effectively a contextually aware assistant, Apple intelligence that could combine signals from your apps and make your life easier by doing things like searching your Gmail and telling you when y…”

“Gemini within Gmail still is not good at searching through your Gmail, so the data problem of taking a massive data set like your entire email history is a lot harder than maybe we should give it credit for”

“But if you think about it, a problem like this is an informational one. So it should be solved by like within Gmail itself or with the Gmail API or with model context protocol and not a browser kind of clicking through robotically your Gmail. And so it's still…”

“Maybe this is Google's entry point into consumer, like, true consumer agentic.”

“And why did Google go so quickly into email? The reason is because they figured out in order to get all your information and correlate it to a single profile, they need you to be logged in. And the one thing that you're always logged into all the time online i…”

“Today around 70% of kids have access to a smartphone by the age of 10, right? This is like seven and 10. And of those, actually, around three quarters are using Gmail.”

“The success state of the future of email in AI is that we're not going to have to use it all the time, obviously. And instead it becomes like our agents basically emailing each other and us getting these like to do list app, right?”

“They should have the single best place to do any sort of agentic email workflow, whether it's sending emails or searching emails or doing anything with email, they should own that. And they don't own that right now.”