StarZero All shows Try the podcast clipper →

Gemini

includes Gemini 3, Gemini 3.1, Gemini Ultra, Gemini Five

4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Dec 9, 2025 by Gavin Baker · said 29 times in 10 episodes since 2025 · across every show →

Mentions by year, the whole family

brought up most by Gavin Baker (11), Patrick O'Shaughnessy (10), Brian Chesky (3), William Hockey (1), Gokul Rajaram (1), Dan Sundheim (1), Alex Sacerdote (1), Alan Waxman (1)

tap a year for its mentions
008415820252026episodesmentions
04820252026episodes it came up in
00448820252026episodesmentions per episode
2026 14 mentions in 8 episodes 2 per episode
2025 15 mentions in 2 episodes 8 per episode

every mention, scene by scene, with the transcript →

Everything said about Gemini, oldest first

Dec 9, 2025 positive
Opinion
Only OpenAI, Google, Anthropic, and xAI matter in frontier AI
“The four labs that matter, you know, being open AI, Gemini, Anthropic and XAI, Which are clearly the four leading labs.”
Gavin Baker Dec 9, 2025 ▶ 3:34 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Jan 29, 2026 neutral
Opinion
Google's Gemini Does Not Need to Monetize Through Ads Anytime Soon
“Gemini doesn't need to monetize anytime soon. So they can just sit back. They have a lot of ads expertise and data from Google. They can sit back and wait till they need to monetize.”
Gokul Rajaram Jan 29, 2026 ▶ 50:10 He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
Feb 24, 2026 bullish
Insight
Sundheim: Personalization, Not Answer Quality, Will Be the Moat for AI Assistants
“I think if you're Google or you are OpenAI, the differentiating factor will not necessarily be that Google gives you a better answer. Like if we were just like to, you know query Gemini or ChatGPT on something I don't think it's the case that we would say defi…”
Dan Sundheim Feb 24, 2026 ▶ 15:58 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
May 5, 2026 bearish
Prediction Not checkable as stated
Chesky: ChatGPT subscriptions will plateau because Claude and Gemini offer free tiers.
“Subscriptions. Unfortunately, they're probably going to hit a local maximum percentage of users subscribing because Claude and Gemini are giving away for free.”
Brian Chesky May 5, 2026 ▶ 18:42 How Brian Chesky Is Redesigning Airbnb for the AI Era · Invest Like The Best
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 60 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more