Alphabet just dropped Gemini 3, claiming “PhD-level reasoning” and a no-BS vibe that doesn’t coddle users like ChatGPT does. Sounds bold, but here’s the reality check:
The Numbers Game:
ChatGPT: 700 million weekly users
Gemini: 650 million monthly users
Yeah, ChatGPT’s still lapping Gemini. But Google’s actually winning the bigger battle—its AI Overview in Search hits 2 billion monthly users, and 70% of Google Cloud customers use their AI tools.
Why This Matters:
Gemini 3 isn’t just a chatbot upgrade. It’s baked into Google’s search, coding tools, and cloud services—basically Google’s ecosystem lock-in play. The company is monetizing AI across the board: Google Cloud revenue jumped 34% to $15.1B in Q3, and ad revenue still grew 12.6% to $74.1B despite the chatbot threat everyone worried about.
The Real Talk:
Whether Gemini 3 “beats” ChatGPT might be missing the point. Alphabet’s already proving it can execute AI at scale while keeping the money machine running. Add in that Alphabet’s P/E is just 28 (vs S&P 500’s 31) and Warren Buffett just bought $4B worth? The competition isn’t just about who has the better chatbot anymore.
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Gemini 3 vs ChatGPT: Can Google Finally Close the Gap?
Alphabet just dropped Gemini 3, claiming “PhD-level reasoning” and a no-BS vibe that doesn’t coddle users like ChatGPT does. Sounds bold, but here’s the reality check:
The Numbers Game:
Yeah, ChatGPT’s still lapping Gemini. But Google’s actually winning the bigger battle—its AI Overview in Search hits 2 billion monthly users, and 70% of Google Cloud customers use their AI tools.
Why This Matters: Gemini 3 isn’t just a chatbot upgrade. It’s baked into Google’s search, coding tools, and cloud services—basically Google’s ecosystem lock-in play. The company is monetizing AI across the board: Google Cloud revenue jumped 34% to $15.1B in Q3, and ad revenue still grew 12.6% to $74.1B despite the chatbot threat everyone worried about.
The Real Talk: Whether Gemini 3 “beats” ChatGPT might be missing the point. Alphabet’s already proving it can execute AI at scale while keeping the money machine running. Add in that Alphabet’s P/E is just 28 (vs S&P 500’s 31) and Warren Buffett just bought $4B worth? The competition isn’t just about who has the better chatbot anymore.