Google Gemini

part of Google

7 statements across 7 episodes · 3 bullish · 2 bearish · 4 people on the record · first statement Jun 14, 2025 by John Coogan · said 41 times in 26 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (12), Mark Gurman (4), Jordi Hays (3), Will Depue (1), Drew Houston (1), Brian Chesky (1), Aaron Cannon (1)

tap a year for its mentions
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2026 11 mentions in 8 episodes 1 per episode
2025 29 mentions in 17 episodes 2 per episode
2024 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Google Gemini, oldest first

Jun 14, 2025 positive
Assertion Supported
Snap glasses developers can integrate Google's Gemini AI models
“Snap said that developers will be able to incorporate Google's Gemini AI models into programs that they developed for smart glasses.”
John Coogan Jun 14, 2025 ▶ 8:40 Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
Aug 16, 2025 neutral
Assertion Not checkable as stated
Hays: Apple AI teams use ChatGPT and Gemini during product development
“During the development of the tabletop robot, Apple engineers have made heavy use of ChatGPT and Google Gemini to build and test features. Within Apple AI and Siri Teams as a whole, software developers are increasingly using third-party systems as part of thei…”
Jordi Hays Aug 16, 2025 ▶ 1:25:58 Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
Oct 23, 2025 neutral
Assertion Partly supported
Houston: Copilot lacks Slack context and Gemini lacks Salesforce data
“Copilot doesn't know about your Slack and Gemini doesn't know about your Salesforce.”
Drew Houston Oct 23, 2025 ▶ 15:40 Are AI Agents Further Away Than We Think? | Dropbox CEO Drew Houston Joins TBPN
Nov 4, 2025 bullish
Prediction Partly held up
Gurman: Apple to release Gemini-powered Siri revamp in spring 2026
“The big AI thing for Apple is the revamped Siri coming out in the spring. They're using a Google Gemini model to power it, which I think is going to make it pretty top tier.”
Mark Gurman Nov 4, 2025 ▶ 14:38 Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
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
Dec 3, 2025 bearish
Opinion
Hays: Siri's Gemini integration is an underrated threat to OpenAI
“It's an underrated threat for OpenAI. There's a lot of queries that all hit open ChatGBT on mobile. That are not even, like, super economic, but it's just a lot of my usage around, like, hey, just trying to learn about something or research a product, et ceter…”
Jordi Hays Dec 3, 2025 ▶ 27:08 The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
Jan 9, 2026 bullish
Assertion Supported
Coogan: Google Gemini AI market share surged to 21.5%
“Gemini's market share is now at 21.5%. Three months ago, it was at 12.9%. 12 months ago, it was at 5.7%.”
John Coogan Jan 9, 2026 ▶ 22:24 The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
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