The Ledger
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Balfour: Much of Google Gemini's MAU comes from accidental flyby user clicks
“If we could take a look inside their metrics, I think what we would see is a bunch of flyby users. In their mouths. Like they're kind of sprinkling the Gemini bucket everywhere. And I'm, I've like literally clicked on it accidentally multiple times. And so my …”
Despite aggressive cross-selling, Google Gemini is not winning the AI race
“Gemini, despite all the kind of heavy cross-selling Google has done, nobody would say they're winning.”
Abel: Most enterprise clients cite Gemini and Copilot over Anthropic
“Most enterprises I'm talking to mention Gemini. Yeah, or Microsoft Copilot. So I don't hear much about Anthropic, to be honest.”
Shlomo: Claude excels at UI while Gemini is better for complex algorithms
“Claude for example, does a really nice job with first the initial prompt, like writing the app from scratch. Then everything that has to do with UI is just fantastic. Like design is great. But then for example, Gemini is really good when you get to a very comp…”
Schillace: Believing Gemini's parity with GPT-4 means AI stalled is dumb
“When Gemini came out, all the press take was like, oh, it's not that different from GPT-IV. I guess we're done with AI now. We can go back to bed. I'm like, that is the dumbest possible interpretation of that story.”
Balfour: AI chat platforms are currently in Step 0 of their lifecycle
“And I think we could all agree that we are in that Mode. You know, right now we've got open AI battling with Claude, battling with Gemini in Google with whatever meta comes out with their new team, you know, so on and so forth. Like, and there's huge amounts o…”
Rauch: JavaScript and React are the universal lingua franca for web AI
“JavaScript is almost, in my mind has always been almost like the English of programming languages. It's a language that if you learn it, you reach billions of devices. So it's not a coincidence that when you ask ChatGPT or Anthropic or Gemini to build you a we…”
Shipper: Gemini is the primary model used inside Every's applications
“Because I think that that's the model that we use most for the apps that we build, like inside the apps. It's incredibly powerful and it's incredibly cheap, which is great.”
Shah: Uniswap, Gemini, and OpenSea are hiring Big Tech product managers
“Specifically Uniswap just made a big hire out of Meta. I saw that Gemini also did the same. We're seeing OpenSea hire a lot of talent along these lines too, even through the ups and downs that Their business has seen. So, and at all levels, whether it's kind o…”