Gemini

includes Gemini 3, Gemini 3.5 Flash, Gemini Omni, Gemini 3.5 Pro, Gemini 3.8 Flash, Gemini 4, Gemini Pro, Gemini 1.5, Gemini 2.5, Gemini Advanced, Gemini CLI, Gemini Flash and 6 more

39 statements across 25 episodes · 18 bullish · 13 bearish · 11 people on the record · first statement Dec 2, 2024 by John Coogan · said 427 times in 130 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (141), Jordi Hays (33), Logan Kilpatrick (9), Alap Shah (4), Sam Lessin (3), Mark Chen (3), Yacine Mtibaa (2), Tyler Cosgrove (2)

tap a year for its mentions
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04080202420252026episodes it came up in
00240480202420252026episodesmentions per episode
2026 203 mentions in 70 episodes 3 per episode
2025 220 mentions in 58 episodes 4 per episode
2024 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Gemini, oldest first

Dec 2, 2024 bullish
Opinion
Coogan: OpenAI First-Mover Advantage Beat Fast Competitor Parity
“Gemini came out and was comparable, and Claude came out and was comparable very, very quickly, but being first was so powerful.”
John Coogan Dec 2, 2024 ▶ 2:51:59 How BILLIONAIRES dress for XMAS (ep17)
Jan 24, 2025 positive
Assertion Supported
Coogan: Google Gemini's underlying tech performance matches OpenAI
“If you look at the performance of the underlying technology at Google with Gemini, it's on par, if not like back and forth with open AI.”
John Coogan Jan 24, 2025 ▶ 1:58:18 DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind
Apr 25, 2025 negative
Opinion
Srinivas: Google Gemini is a horrible product despite a great model
“The assistant that they have, Gemini, is actually pretty horrible, and the model is great, But the product is not.”
Aravind Srinivas Apr 25, 2025 ▶ 5:43 Perplexity Founder Explains What Comes Next - Aravind Srinivas on TBPN April 23rd
Apr 25, 2025 bearish
Opinion
Srinivas: Google lacks incentive to enable native shopping and travel checkout
“Google even if Gemini gives you shopping answers, they have no incentive to, like, let you transact. Because like, they lose, they make money by sending you merchant sites. That's why Google Flights doesn't let you book flights on Google. You have to book it o…”
Aravind Srinivas Apr 25, 2025 ▶ 18:33 Perplexity Founder Explains What Comes Next - Aravind Srinivas on TBPN April 23rd
Jul 19, 2025 positive
Assertion Not checkable as stated
Coogan: Gemini matches OpenAI and Anthropic in research quality
“Gemini is, is at the same like level of like AI research quality as OpenAI anthropic by most benchmarks, by most people that use them.”
John Coogan Jul 19, 2025 ▶ 1:17:05 Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
Jul 26, 2025 bullish
Assertion Supported
Coogan: Gemini Daily Requests Grew Over 50% Quarter-Over-Quarter
“Daily requests grew over 50% from Q-one to Q-two.”
John Coogan Jul 26, 2025 ▶ 1:30:14 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Jul 26, 2025 neutral
Assertion Supported
Hays: Google Is Phasing Out Google Assistant on Android for Gemini
“Android users have had access to Google Assistant for a long time. That's getting phased out. It's just gonna be Gemini.”
Jordi Hays Jul 26, 2025 ▶ 1:31:29 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Jul 26, 2025 positive
Assertion Supported
Google Reports That Gemini Reached 450 Million Monthly Active Users
“And that reflects the actual number that they shared, four hundred and fifty million monthly active users.”
John Coogan Jul 26, 2025 ▶ 1:30:39 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Oct 17, 2025 bullish
Disclosure
Salesforce utilizes models from OpenAI, Anthropic, Gemini, and xAI
“If you are your Slack user, you need to see the Slack bot that we introduced here, which is built on Anthropic. It's also amazing. So we use open AI. We use Anthropic. We use Gemini. I just did an interview with Sundar, you know, you can see it on YouTube. We …”
Marc Benioff Oct 17, 2025 ▶ 4:41 Marc Benioff on AI Agents' Biggest Problem
Oct 17, 2025 positive
Assertion Supported
Alphabet is vertically integrated from chips and AI to autonomous robotics
“He's got the data center, he's got the chip, right? Tensor, right? He's got, he does a lot of the operating system type work, including the model, you know, the Gemini model, the applications he does as well, and he even gets all the way to the robotic layer, …”
Marc Benioff Oct 17, 2025 ▶ 5:30 Marc Benioff on AI Agents' Biggest Problem
Oct 22, 2025 bullish
Insight
Hays: OpenAI could swap ChatGPT's model for Claude and retain users
“OpenAI could swap out the underlying model, And still accrue the vast majority of value. So, hypothetically, you could have ChatGPT, chat.com, powered not by GPT-Five, but instead powered by Gemini or Claude, and still see positive user growth, monetization, b…”
Jordi Hays Oct 22, 2025 ▶ 4:19 OpenAI Drops A Web Browser? Our Reactions | Diet TBPN
Oct 28, 2025 bullish
Disclosure
Nadella: Azure Welcomes Anthropic, Grok, and Google Gemini Alongside OpenAI
“Hey, I'm happy with OpenAI. I would love to have Anthropic, MAI, Crock, anyone. If Google wants to put Gemini on Azure, please do so.”
Satya Nadella Oct 28, 2025 ▶ 12:37 Microsoft CEO Satya Nadella Live on TBPN
Nov 4, 2025 negative
Opinion
Gurman: Apple leadership views its initial AI rollout as a disaster
“I think they recognize that it's been a disaster. I mean, still the biggest thing to me is they were completely caught off guard by, ah, ChatGPT, Gemini, Copilot, back at the end of 22, into twenty-twenty-three”
Mark Gurman Nov 4, 2025 ▶ 13:26 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
Nov 8, 2025 bullish
Opinion
Google is positioned to thrive whether the AI boom succeeds or fails
“If AI doesn't work, then Google is just in the spot they were before, which is doing very well. If AI does work, then I mean, Gemini is one of the best models. They'll do very well.”
Tyler Cosgrove Nov 8, 2025 ▶ 14:50 Elon's Trillion Dollar Pay Package | Diet TBPN
Nov 19, 2025 negative
Prediction Open · timeframe Nov 2028
Hays: Apple will block iMessage data portability to Google's Gemini
“I have zero faith that there will be any portability. And the reason for that is Apple's paying Google to effectively, yeah, white label the model, leverage Gemini in the next version of Apple intelligence. And they're just gonna be focused on integrating it w…”
Jordi Hays Nov 19, 2025 ▶ 3:33 Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
Nov 19, 2025
Assertion Supported
Coogan: Google's Gemini is named after the Brain and DeepMind merger
“Google's Gemini is a reference to two formerly distinct labs, Google brain and deep mind that were merged into one lab, Google deep mind.”
John Coogan Nov 19, 2025 ▶ 9:00 Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
Nov 19, 2025 neutral
Opinion
Hays: Naming Gemini after internal drama is quintessential Google culture
“It's extremely Google that a flagship consumer product is named as a reference to inner org drama that happened three years ago.”
Jordi Hays Nov 19, 2025 ▶ 8:52 Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
Nov 22, 2025 neutral
Insight
Coogan: Open-source LLMs act as stalking horses to depress proprietary pricing
“It's sort of like, You know, a stalking horse, another, another animal based analogy, but it's sort of a stalking horse for like, Hey Gemini and anthropic. Like if you guys don't lower your prices, we will go to the open source option. And that's sort of what …”
John Coogan Nov 22, 2025 ▶ 16:36 The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
Nov 25, 2025 positive
Disclosure
Coogan switched to daily driving the Gemini iOS app for knowledge retrieval
“I switched to daily driving Gemini on iOS as the main app that I go to for all the different knowledge retrieval requests.”
John Coogan Nov 25, 2025 ▶ 1:40 Reverse Engineering 200 AI Startups, Nucleus Genomics Controversy, Drone Hunting | Diet TBPN
Nov 25, 2025 negative
Assertion Not checkable as stated
Sergey Brin admits Google's Gemini image issues stemmed from inadequate testing
“You know, we definitely messed up on the image generation and I think it was mostly due to just like not thorough testing.”
Sergey Brin Nov 25, 2025 ▶ 9:12 Reverse Engineering 200 AI Startups, Nucleus Genomics Controversy, Drone Hunting | Diet TBPN
Nov 25, 2025 negative
Opinion
Google Gemini's fragmented UI forces manual mode selection before prompting
“What I'm saying is that we are still in the pre like selected dropdown UI functionality of Gemini, because I, I'm prompted to pick what I want to do. Do you want to do image, video, deep research, text before you go into the flow instead of just saying, I'm ha…”
John Coogan Nov 25, 2025 ▶ 5:23 Reverse Engineering 200 AI Startups, Nucleus Genomics Controversy, Drone Hunting | Diet TBPN
Nov 25, 2025 neutral
Assertion Open · timeframe Nov 2025
Google Gemini uses SynthID detection to identify origins of AI-generated images
“If you put the photo into Gemini Gemini will tell you, if you say, is this AI, Gemini will tell you, yes, according to the SynthID water molecule detection tool, this image was generated in whole or in part with Google AI.”
John Coogan Nov 25, 2025 ▶ 21:53 Reverse Engineering 200 AI Startups, Nucleus Genomics Controversy, Drone Hunting | Diet TBPN
Nov 25, 2025 positive
Assertion Supported
Google added $2 trillion in market cap since the Gemini image controversy
“Google has now added two trillion dollars to its market cap over the past 20 months since the boob shirt guy asked Sergey Brin about woke Gemini images while having a foot-long Subway cold-cut trio for lunch.”
John Coogan Nov 25, 2025 ▶ 8:54 Reverse Engineering 200 AI Startups, Nucleus Genomics Controversy, Drone Hunting | Diet TBPN
Dec 3, 2025 negative
Assertion Not checkable as stated
Coogan: Google's Gemini mobile app repeatedly fails with server disconnect errors
“The Gemini mobile app has, is really, really struggling to stay connected. There's something in the, when you fire off a prompt, it doesn't like save it locally and then cash that and then send it off, inference it, and then come back. It like, unless you keep…”
John Coogan Dec 3, 2025 ▶ 22:22 The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
Dec 3, 2025 negative
Assertion Supported
Hays: ChatGPT daily active users fell 6% following Google Gemini launch
“In the two weeks since the Gemini launched, ChatGPT unique daily active users, a seven-day average, are down six percent.”
Jordi Hays Dec 3, 2025 ▶ 16:35 The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
Jan 14, 2026 neutral
Assertion Supported
Coogan: Apple chose Google Gemini for Siri after blind model tests
“Apple ran a blind test of frontier models and picked Gemini.”
John Coogan Jan 14, 2026 ▶ 13:56 Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet TBPN
Jan 14, 2026 positive
Prediction Not checkable as stated
Coogan: Integrating Gemini Will Upgrade Siri From D-Tier to B-Tier
“We're going from like a D tier product to now we're baking in a new model, Gemini, which is going to take it to like B tier.”
John Coogan Jan 14, 2026 ▶ 8:43 Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet TBPN
Jan 20, 2026 bearish
Insight
Ben Affleck: LLMs write poorly because they inherently regress to the mean
“What I see is, for example, if you try to get ChatGPT or Claude or Gemini to write you something, it's, Really shitty, and it's shitty because by its nature, it goes to the mean, to the average, and it's not reliable, and it's, I mean, I just can't even stand …”
Ben Affleck Jan 20, 2026 ▶ 17:36 X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN
Jan 21, 2026 neutral
Assertion Supported
Coogan: DeepMind CEO Demis Hassabis reportedly has no plans for Gemini ads
“Demis Hassabis from Google told Alex Heath at Sources that, that he has no plan, no plans to put ads in Gemini.”
John Coogan Jan 21, 2026 ▶ 27:47 Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN
Jan 24, 2026 neutral
Disclosure
Hassabis: Google has no plans at the moment for Gemini ads
“From our point of view, we have no plans at the moment to do ads, if you're talking about the Gemini app, right specifically.”
Demis Hassabis Jan 24, 2026 ▶ 17:48 China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
Jan 24, 2026 bullish
Opinion
Hays: Google has a massive infrastructure advantage over OpenAI in AI ads
“OpenAI has to not only, like, figure out how to actually implement ads within the product, but they have to build out all the advertising Like, infrastructure, the platform infrastructure, in order for people to run campaigns successfully and at scale. So, Goo…”
Jordi Hays Jan 24, 2026 ▶ 18:18 China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
Feb 5, 2026 bearish
Prediction Not checkable as stated
Hays: Claude has lost the race to reach billions of users
“Anthropic has already lost the race to serve billions of people, right? I don't think that they're, when you look at Gemini's sort of traction, OpenAI's, ChatGPT traction, like it seems like the race to get to Three billion monthly actives is kind of over. I d…”
Jordi Hays Feb 5, 2026 ▶ 8:40 Anthropic's secret strategy behind its Super Bowl ad campaign
Feb 6, 2026 bearish
Opinion
Hays: Anthropic has lost the race for billions of consumer users
“Anthropic has already lost the race to serve billions of people, right? I don't think that they're, when you look at Gemini's sort of traction, OpenAI's, ChatGPT traction, Like, it seems like the race to get to three billion monthly actives is kind of over.”
Jordi Hays Feb 6, 2026 ▶ 8:12 Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN
Feb 6, 2026 bullish
Assertion Supported
Coogan: Gemini app has over 750M monthly active users
“Google said Wednesday that it has more than seven hundred and fifty million monthly active users just on its Gemini app, which only represents a portion of Gemini's actual users because it's vended into all the different products.”
John Coogan Feb 6, 2026 ▶ 22:24 Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN
Feb 6, 2026 bearish
Opinion
Hays: The race to 3 billion AI users is already over
“Like I think the game to get to like three billion users is like over. When you just look at the traction of, like, Gemini and ChatGPT, and the fact that normal people aren't caring that much about the nuance.”
Jordi Hays Feb 6, 2026 ▶ 15:17 FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
Feb 19, 2026 bullish
Assertion Not checkable as stated
Coogan: Gemini boosts Google ad monetization on complex searches
“The core business is surviving and thriving, due in part to Gemini, helping understand intent so they can deliver ads on longer, more complex searches.”
John Coogan Feb 19, 2026 ▶ 5:44 The SaaSpocalypse Is Over
Feb 23, 2026 bullish
Prediction Held up
Shah: Consumers will use AI agents for autonomous purchases within six months
“You just, and no one's really doing this yet, but it's going to happen, I think, you know, in the next six months. Is just tell your agent, you know, tell Gemini, tell ChatGPT, go buy these things, it has your credit card, and now that world that they were des…”
Alap Shah Feb 23, 2026 ▶ 9:39 Why My Article Just Tanked the Market
Mar 2, 2026 bullish
Prediction Not checkable as stated
Coogan: Non-Classified Agencies Will Rapidly Transition to Gemini, OpenAI, or Grok
“Because I imagine some agencies aren't operating in classified environments. It's going to be much easier for them to onboard to a Gemini, or an OpenAI, or a Grok very quickly.”
John Coogan Mar 2, 2026 ▶ 2:44 FULL BREAKDOWN: Trump BANS Anthropic
May 15, 2026 bearish
Opinion
Coogan: Apple Is 1 to 2 Years Behind in Knowledge Retrieval AI
“Apple is like the most far behind. They still have a ChatGPT integration. They're solving the Gemini thing. And there may be like a year or two behind in terms of like the knowledge retrieval use case that is in so in such high demand.”
John Coogan May 15, 2026 ▶ 30:28 SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN
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