Gemini

“The essence of Gemini is, is this idea of multi-modality AI and the idea that it's now finally 90% Of sort of capability, and it outperforms humans. So the human percentage was, 86.4% as far as the human expert scale. Gemini is now 90%, and they call it”

“We've got the next folly in the AI wars coming as Google is delayed on many other aspects of the Gemini rollout, including the cloud and enterprise stuff, which is quite important.”

“Would be a lot more attention on the Power behind AI that is required, and I think that's gonna, like, reorder the AI landscape more than, like, is GPT 3.9, you know, different from Gemini 7.2, right?”

“I don't even trust Gemini at all anymore.”

“I mean, I think you might see in three, six months that the sort of Gemini core user experience is thrown out in favor of the notebook LM experience because it's just better for everyday consumers.”

“AI today, even if you're a really big bull and you think that Gemini and open AI is like better at answers is not actually going to expand inventory, right? If anything, it collapses inventory because you're doing fewer searches, right? It just gives you the a…”

“Gemini in deep research mode is really impressive. I actually think it's the first Gemini product that they've launched that just screams Google to me. It's really impressive what it does.”

“AI today, even if you're a really big bull and you think that Gemini and open AI is like better at answers is not actually going to expand inventory, right? If anything, it collapses inventory because you're doing fewer searches, right? It just gives you the a…”

“And I've been shocked at the kinds of queries that it can do that none of the other models can.”

“That's been the consistent answer, actually. Gemini's best at numbers.”

“Gemini has thirty-five million daily actives. I think ChatGPT has five hundred million monthlies, and actually Gemini is three hundred and fifty million monthly, so that's not that.”

“I mean, if you look at daily actives, Gemini is about three quarters of ChatGPT at the moment.”

“I've actually tried, I tried what you just described this week several times where I asked the same question to both. And ChatGPT always answers better in context, like in a way that makes me feel like the work is better than what Gemini answers for me. Not in…”

“I was using OpenAI for a bunch of stuff, and just, like, realized that Gemini is, like, way better at this, right? Like, in terms of, like, it's just, like, wild to me that, like, Gemini's way better. And then you're like, oh, it turns out that, like, it also …”

“Like I've actually come out of this exercise more cynical even than I was a month ago. Right. Or even a few weeks ago that any of these are going to be good, sustainable businesses, despite the fact it's clearly going to be everywhere in the air.”

“Google, in an attempt to make publishers more happy because all of their traffic has dropped, especially with Gemini now rolling out on top of search results, launched a new product this week to help publishers monetize. Did you see this? It's called Offerwall…”

“I actually spend a lot of money on AI at this point, using mostly Gemini, but some ChatGPT.”

“If that's true, then the top two coding models Gemini and Anthropic are trained on TPUs, not GPUs. And I think that's a really big deal.”

“Google and Apple are doing a Siri deal, so Siri is going to be powered by Gemini, essentially, until, until Apple, quote, figures it out, but it, there seems to be this pattern here of Apple realizing Google is, is pretty good at this stuff, and they'll be pre…”

“Guys, I switched in the last two weeks. I have become primarily Gemini, not GPT.”

“Guys, what they're selling as a computer is pretty much available for free. We can quibble on the margins, but the free version of Gemini is the number of people who are going to find the difference. So that is a big problem. That's not a little problem. That'…”

“We published a memo week or so ago, or details from a memo, quotes from a memo in which Sam Altman, ahead of the Gemini launch, but clearly when the team had been testing it, needed to rally his troops. And he said, the vibes are going to be tough out there. O…”

“Not just sentiment, also an execution. I mean, if you just look at the usage of Gemini year over year, one year later, I mean, they were the most dramatic mover.”

“I, and then I guess I think one major company That is currently in the race to develop their own AI models will be using Gemini.”

“Gemini's gonna do this. Anthropoc's gonna do this.”

“Following the information's reporting about the code red Several months ago in terms of competing with then Gemini, they're sort of entering this another strategic review period where they're going to focus on enterprise and coding and get rid of what they cal…”

“I think by the end of this year, Gemini is, is much higher in the rankings.”

“I think they said they have over nine hundred million active users using Gemini.”

“And what it looks like they've done here is just taken, you know, state of the art Gemini models, both the on-device local flavor, as well as the cloud flavors and distilled them for their own purposes into these, you know, quote, Apple foundation models. Whic…”

“I mean, Gemini just hit a billion users.”

“GPT has really, like, gotten up on Gemini in terms of image generation.”

“Canva was on this like IPO darling list for so long, and now Google launched Google Pix, P-I-C-S, and without saying they're basically going after Canva, they're going after Canva, and everything is like Gemini integration, Google workspace integration, you co…”