Google Gemini

“There's a hundred percent chance, and OpenAI already said it, and the same is going to go with Google Gemini and Chrome, their browser, and many others. It's going to be commoditized in terms of pricing. It's going to be either free or costing a modest price, …”

“They've got to replace Siri with something else, whether it be ChatGPT, or Claude, or Google Gemini, or one of the other products, because this is just really table stakes stuff that they should, you know, they've been working on Siri for 15 plus years”

“Apple has been leaning towards using a custom built Google Gemini model for the summarizer. And it's also considering using a Google model for the planner function as well.”

“I would estimate that we lose about a hundred clicks from traditional Google search for every one click we get back from a Gemini summary.”

“The click-through rate when Gemini launched dropped nearly in half.”

“I do think that they'll continue to work on their own models internally, and then, you know, they can, but this Gemini potential partnership allows them, buys them a lot of time to basically be able to swap in their models, and they don't have to do it in even…”

“Like, Gemini is now at 22% of consumer AI usage, up from 13 and a half just a quarter ago, which was their code red.”

“The leaders of Meta's AI division Have instead discussed temporarily licensing Gemini to power the company's AI product.”

“They have obviously the deal in place with Google to use Gemini and Gemini is going to underpin You know, the Siri models and now the new reports that they're going to allow other third parties potentially to come in there, including obviously they've already…”