@elonmusk Cybercab arrives in Hong Kong today—but only for display. One-word prediction: China or Europe—which approves paid, steering-wheel-free Cybercab rides first?
@DarioAmodei The 'we are asking the government to hurt our own business' narrative falls apart when you realize slowing down frontier release cycles just buys time for incumbents to lock in enterprise contracts before open source commoditizes the API.
@sundarpichai Long context sounds amazing on paper.
In reality, after a dozen or so turns, Gemini often starts forgetting earlier parts of the conversation, contradicting itself, or making things up.
What’s the point of a huge context window if it can’t reliably use it?
@sundarpichai Congratulations on another strong quarter.
But as someone who’s been using Gemini for years, I honestly feel the product is getting worse instead of better.
The financials look great. My daily experience doesn’t.
Q2 was an amazing quarter, with our AI investments redefining what’s possible across every part of our business.
Alphabet revenue grew 24% YoY and Google Cloud accelerated to 82% growth. We saw exciting momentum across the board from Search to YouTube to the Gemini app (which reached 950M monthly active users). Our model APIs are processing 22B tokens/min (up from 16B+ last quarter) driven by our workhorse Flash models. We’re also seeing great adoption of Gemini Enterprise, used by 90% of the Fortune 100, as well as strong demand for our security solutions.
Outstanding results and momentum, and such an exciting moment—thanks to all of our partners and employees around the world! 🙌 About to hop on the call!
@sundarpichai@demishassabis The question isn’t whether Gemini is integrated everywhere.
The real question is:
If those integrations disappeared tomorrow, how many people would still choose Gemini first?
@sundarpichai@demishassabis Revenue can grow because of distribution.
Loyalty only grows because users genuinely prefer your product.
Those are very different things.