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Gemini such a gem!
Gemini 3's boosted Gemini's share of ChatGPT visits from 23% to 30%!
Incredibly significant launch by the Google team.
Source: SimilarWeb. Only counts desktop and mobile web views, not app. Counts non-unique visits.
Incredibly significant launch by the Google team.
Source: SimilarWeb. Only counts desktop and mobile web views, not app. Counts non-unique visits.
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I'm biased and bullish on the goog
We're in the "what if Google does that" part of the AI cycle.
They can make
— cheaper models ($2/M in, $12/M out, just above GPT5.1, cheaper than Pro)
— better models (benchmarks)
— distribute products at no cost to billions of users (Gemini has >50% MAU of ChatGPT, Antigravity is free vs Cursor $20-40/mo)
— get good unit economics (own TPU, no reliance on Nvidia premiums), use it to retain premium talent cheaper
Of the BigTech giants, Amazon and Microsoft chose to be infra partners. Apple chose not to play. Meta shat the bed. Google is coming out on top.
They can make
— cheaper models ($2/M in, $12/M out, just above GPT5.1, cheaper than Pro)
— better models (benchmarks)
— distribute products at no cost to billions of users (Gemini has >50% MAU of ChatGPT, Antigravity is free vs Cursor $20-40/mo)
— get good unit economics (own TPU, no reliance on Nvidia premiums), use it to retain premium talent cheaper
Of the BigTech giants, Amazon and Microsoft chose to be infra partners. Apple chose not to play. Meta shat the bed. Google is coming out on top.
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surging stock portfolios
It’s hard to overstate the significance of the soaring stock prices of artificial intelligence companies to the economy. Spending by well-off Americans, driven by their surging stock portfolios, is the single most significant driver of growth. This so-called wealth effect is responsible for nearly half a percentage point of real GDP growth over the past year, accounting for one-fourth of the economy’s overall growth. The wealth effect has been a tailwind to growth, more or less, since recovering from the Global Financial Crisis. Of course, housing wealth is also up a lot, and the well-to-do are still holding onto a big pile of cash that they accumulated during the pandemic shutdowns. But given the outsize gains in wealth compared with the growth in incomes and the economy more broadly – household net worth is now eight times after-tax income, compared with an average of 5.5 times in the decades between WWII and the GFC – it is prudent to consider how sustainable this is. And if it isn’t, what does it mean for future growth?
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I'm a sw person, but gotta love this hw
Undoubtedly a real masterpiece of mechanical engineering!!!
Built by Wärtsilä in Finland, the RTA96-C is a two-stroke turbocharged diesel engine designed to power the world’s largest container ships, such as the Emma Maersk. This engineering marvel stands over four stories high, measures 89 feet in length, and weighs more than 2,300 tons — heavier than a fully loaded Boeing 747.
Each of its 14 cylinders displaces 1,820 liters — that’s more than a typical car engine’s total displacement multiplied by 100. It consumes about 1,660 gallons of fuel per hour, but thanks to its slow-speed efficiency, it can move enormous vessels carrying over 20,000 shipping containers across oceans.
The engine produces 107,390 horsepower and 5.6 million Newton-meters of torque, allowing these colossal ships to travel at steady speeds for weeks. Despite its immense power, it’s built for efficiency — using heavy fuel oil and operating at low RPMs to maximize fuel economy and reduce emissions.
The RTA96-C remains a symbol of extreme mechanical engineering — a masterpiece of precision that keeps global trade moving. Its reliability and scale demonstrate how industrial innovation fuels the backbone of modern logistics.
Built by Wärtsilä in Finland, the RTA96-C is a two-stroke turbocharged diesel engine designed to power the world’s largest container ships, such as the Emma Maersk. This engineering marvel stands over four stories high, measures 89 feet in length, and weighs more than 2,300 tons — heavier than a fully loaded Boeing 747.
Each of its 14 cylinders displaces 1,820 liters — that’s more than a typical car engine’s total displacement multiplied by 100. It consumes about 1,660 gallons of fuel per hour, but thanks to its slow-speed efficiency, it can move enormous vessels carrying over 20,000 shipping containers across oceans.
The engine produces 107,390 horsepower and 5.6 million Newton-meters of torque, allowing these colossal ships to travel at steady speeds for weeks. Despite its immense power, it’s built for efficiency — using heavy fuel oil and operating at low RPMs to maximize fuel economy and reduce emissions.
The RTA96-C remains a symbol of extreme mechanical engineering — a masterpiece of precision that keeps global trade moving. Its reliability and scale demonstrate how industrial innovation fuels the backbone of modern logistics.
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Gemini's retention data is out, and it looks better than even ChatGPT!
3 month retention is consistently >90% from <70% since April 2025, either driven by 2.5 Pro or the 1yr free trials for students.
With a 6mo retention of ~85%, it almost feels too good to be true!
Source: YipitData which bases its retention off emails for new signups and cancellations.
With a 6mo retention of ~85%, it almost feels too good to be true!
Source: YipitData which bases its retention off emails for new signups and cancellations.
express, not stress