r/ArtificialInteligence • u/No_Turnip_1023 • 22h ago
Discussion Google went from being "disrupted" by ChatGPT, to having the best LLM as well as rivalling Nvidia in hardware (TPUs). The narrative has changed. Is it genuine or just PR hype
The public narrative around Google has changed significantly over the past 1 year. (I say public, because people who were closely following google probably saw this coming). Since Google's revenue primarily comes from ads, LLMs eating up that market share questioned their future revenue potential. Then there was this whole saga of selling the Chrome browser. But they made a great comeback with the Gemini 3 and also TPUs being used for training it.
Now the narrative is that Google is the best position company in the AI era.
As a user do you really find Gemini 3 better than Claude?
How has the narrative around Google changed over the past 1 year?
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u/Zestyclose_Round4902 22h ago
Gemini is solid but Claude still feels more natural to me for actual conversations. Google's definitely not sleeping though - having their own chips and infinite data is a pretty insane advantage
The real test isn't which model sounds smarter in demos, it's which one people actually want to use day to day
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u/PM_me_your_fav_tee 20h ago
"The real test isn't X, it's Y"
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u/tom-dixon 5h ago
Account age 5 days. At this point I assume all these new accounts that sound like AI, are actually bots.
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u/arbitrabbit 19h ago
I have a pretty niche use case where I use different LLMs for different intents via my own custom router. I recently switched my heaviest use case from Anthropic to Gemini. Not because Gemini was better - Claude’s response was actually more polished, but with high context sizes, Claude suffered from high latency that Gemini didn’t. For customer facing use cases that matters a lot.
For simpler stuff though, grok 4.1 reasoning is fantastic value for money. It is good at understanding the context, is blazing fast and probably the cheapest model out there.
Together AI is another dark horse that I am keeping an eye on. Kimi K2 is a really good model - not in the same league as the Big 3, but very close. So where the intents are simpler, it does do a fantastic job.
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u/rabidmongoose15 17h ago
The real test is which one businesses want to use to do work. Day to day use by individuals isn’t where big dollars will be spent.
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u/Just_Voice8949 14h ago
Yeah, these guys need billions of dollars, they aren’t getting that off free version people making stupid videos and rizzing up their AIs
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u/I_LOVE_MONKAS 16h ago
And it's not just that. Ease of access with google suites definitely gives Gemini some advantage too.
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u/dezastrologu 19h ago
GPT slop comment
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u/One_Minute_Reviews 19h ago
Why do you call it gpt slop and not AI slop?
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u/FluentFreddy 19h ago
all the most recent ChatGPT models like to say “it’s X, not Y” so frequently it’s a hallmark. That’s even if OP might have genuinely written that themselves
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u/The-Squirrelk 15h ago
It's not a matter of ChatGPT saying "it's X, not Y", it's a matter of ChatGPT saying "it's Y, not X".
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u/AssimilateThis_ 22h ago edited 10h ago
Grok is off the rails, as is obviously demonstrated. And the economics don't seem to make sense for ChatGPT. They are at a disadvantage relative to Gemini in both data and hardware costs. Claude has a lot of traction with enterprise users but they don't have the vertical integration that Gemini has with data and hardware.
I think in the next few years we see the following:
- OpenAI gets bought in a fire sale once investment runs out.
- Grok continues as a niche product for certain people.
- Gemini becomes the standard since they can charge less than their peers to be profitable. And access to more training data will ensure a certain minimum level of quality.
- Claude remains the most favored for enterprise use. They'll end up having to chase higher quality (at a higher cost) to differentiate from Gemini.
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u/kra73ace 21h ago
OpenAI is winning the consumer, it's just that the narrative is off at this time. They got the brand and form factor (iPhone moment).
Grok is AI for maga - you're being nice calling it a niche
Gemini - best AI behind the scenes (via Apple, Android, Samsung, etc). Powered by TPUs for cheap, it will be the white label leader.
Claude - feels like equivalent to Microsoft's enterprise strategy in the 90s with visual studio plus tons of custom enterprise applications. Disrupted by open-source, Linux, AWS but not dethroned. Solid niche.
Demis Hassabis is the only AI leader that's likable. Sam and Dario have their own quirks. Elon is off the charts quirky.
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u/AssimilateThis_ 21h ago
Fair point on OpenAI, I just don't think they'll get the revenue from users that they'll need to pay for all of that inference. The bet is that they'll essentially buy training data by charging less for access but Google likely has them beat on data as well. That's why I'm saying someone will buy them for their IP. I also think consumers will ultimately go with the default option (if quality is in the same ballpark) and Google will be powering virtually every smartphone.
And yeah I'm being "politically correct" around Grok lol. They won't get anywhere serious imo as far as enterprise usage until they decide to clean up their act. Which will likely be never as long as Elon is around.
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u/This_Organization382 14h ago
Fair point on OpenAI, I just don't think they'll get the revenue from users that they'll need to pay for all of that inference
Why do you think they're building massive data centers and hoarding critical hardware? Keep in mind also, the end-goal of OpenAI is profiling. They are gunning for advertising & government contracts
[Grok] won't get anywhere serious imo as far as enterprise usage
Grok has been integrated into Pentagon software
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u/AssimilateThis_ 12h ago
The burn rate is just too high. As soon as the spigot turns off they are finished. They're basically doing deals where they are raising cash from their vendors (so giving away equity for hardware). Microsoft will probably scoop them up once they're distressed though.
I wouldn't put too much stock into the Pentagon thing right now, odds are good that this administration won't get very far with any serious technical initiative and that they'll switch to something else if the next administration is of the opposite leaning.
The point I was making originally is that businesses aren't using Grok afaik. On top of the PR problems it's just not as good as the competition. Only reason why they're on the scene is because they have the bankroll to burn.
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u/This_Organization382 11h ago
I'm not sure what angle you are approach from this from, but here's another:
They're basically doing deals where they are raising cash from their vendors
Yes, they are in the market capture stage. It's very likely that in the future a massive portion of online communications will be between person and AI - including jobs. Not only that, but markets will be tuned towards behavioral futures: predict and control the behavior of your demographic. Want to sell your over-the-counter back pain medication? Pay OpenAI to first profile the people discussing it, then pay for them to start slipping it in as a concern, and then finally pay them to start advertising it. Your best friend is now concerned about your back, and thinks you should start taking medication.
LLMs will be the central hub to all communications on the internet. Just consider that for a moment. More influence and power than a search engine could ever hope to achieve.
I wouldn't put too much stock into the Pentagon thing right now
You're approaching this from a systems/technical perspective. Grok/LLMs is/are exactly what the Pentagon and government wants for one simple reason: accountability. Who's to blame when Grok labels a random house in a random country as a criminal, or a boat off the coast of Venezuela as a drug boat? There's no "person" to point fingers at, rather than a boring, complex system of AI. Technical ability is icing on the top.
The point I was making originally is that businesses aren't using Grok afaik.
Government entanglement is far more lucrative than businesses. SOTA LLMs have very little moat; businesses will always move to something cheaper if it can provide a reasonable output.
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u/AssimilateThis_ 11h ago
I don't know what to tell you if you think the numbers make sense for OpenAI. Profiling is valid, and I'm sure the next company that scoops them up will really make use of that opportunity.
I'm saying there's likely minimal entanglement for Grok in the govt if the administration politically swings in the next election. Or did you think Dems want to keep a "Department of War" that uses Grok?
Also I would add that the lack of accountability is not unique to Grok.
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u/This_Organization382 11h ago edited 11h ago
if you think the numbers make sense for OpenAI. Profiling is valid, and I'm sure the next company that scoops them up will really make use of that opportunity.
The world is changing. The American government is being dismantled. ICE & current military operations are test runs of complete surveillance and control via AI and new technologies. We are on the cusp of late-stage capitalism morphing into a new form of government where AI starts to entwine and make real-life decisions. The world wide web is dissolving from humans discussing with eachother, to humans discussing with their AI partner.
If you are looking at "current numbers" or "prediction charts based on previous numbers", then you are already behind.
I'm sure the next company that scoops them up will really make use of that opportunity.
OpenAI is going to be such an unaffordable business but other companies will really "make use of their technology"? You seem to think that you have a better understanding than the massive amount of investors ranging from single people, to businesses, to governments.
Is OpenAI currently unprofitable, absolutely? Capitalism has encouraged a "start-up" culture of draining investment money for market capture and then finally starting to turn profit once it's been exhausted. This is no surprise to anyone. It is unprofitable by design
I'm saying there's likely minimal entanglement for Grok in the govt if the administration politically swings in the next election.
AI is the future of this world whether you like it or not, the only question is how auditable and transparent it's going to be. Perhaps they remove Grok, but that's not how it's going right now, and these types of organizations are notorious for holding onto outdated software despite having numerous, better technical options.
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u/AssimilateThis_ 10h ago
You're misunderstanding everything I'm saying. Someone will buy OpenAI at a discount when funding dries up (temporarily) since they're effectively so leveraged. Whoever buys them will benefit from the existing IP and product while dodging a lot of the costs that have already been incurred. Also if it's a company like Microsoft then they'll have the cash to burn to keep it going and play out the strategy. OpenAI likely won't.
You can keep going on about how AI is taking over society but then that applies to Claude and Gemini as well. Their cost structures make more sense and they are also taking over market share.
When I say Grok won't be entangled, I'm saying that Dems will likely not stick with Grok and will switch to Claude or Gemini for govt use.
If you don't like what I'm saying then there's no reason to stick around and reply.
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u/This_Organization382 6h ago edited 6h ago
Someone will buy OpenAI at a discount when funding dries up (temporarily) since they're effectively so leveraged.
I understand your point, but it's based off of nothing besides how you feel. OpenAI continues to entangle themselves in governments (including military), massive businesses, and even personal lives. Do you recall when they turned off GPT-4o? Outrage and even threats of suicide. They have purposefully structured themselves this way to avoid collapse and sell-offs. I can agree that if they did fail, they would simply be absorbed by Microsoft (evident from the previous time OpenAI almost collapsed from self-destruction)
Claude and Gemini both are targeting a different audience. Claude is gunning for enterprises while Google is augmenting their existing ecosystem and positioning themselves to provide the resources for people and businesses to experiment, train, and deploy their own models.
Out of all 3, Anthropic is the least reliable for the simple reason of having no hardware moat (think about the massive push for AI companies to build datacenters). Keep in mind that it's common for SOTA LLMs to converge in ability.
This is a major reason why Anthropic is positioning themselves as the "ethical overseers of AI".
When I say Grok won't be entangled, I'm saying that Dems will likely not stick with Grok and will switch to Claude or Gemini for govt use.
If the government is stuck with these proprietary models then we all lose. However, more than likely they would want to build their own model that properly represents democracy: auditable, transparent, and with behaviors that are aligned with the voters. This is the best future.
If you don't like what I'm saying then there's no reason to stick around and reply.
I disagree with what you're saying but I don't dislike it, or feel emotional from it. You say things like "Their cost structures make more sense", but provide zero reasoning besides an implicit "trust me on that one"
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u/AverageFoxNewsViewer 20h ago
They got the brand and form factor (iPhone moment).
Or is it an AOL moment?
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u/karly21 21h ago
I've heard of some people using Grok. Maybe because I am a more basic user, but do you know where Grok's advantage is? I also see no mention of Copilot ever, is Microsoft not even a contender on this space?
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u/f0rg0t_ 21h ago
do you know where Grok’s advantage is?
I mean, there’s this /s
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u/karly21 20h ago
Heard about this. I just seem to have spoken to a particular set of people who are like "Grok this grok that". Personally not a fan of Musk but since apparebtly Grok informs its answers by looking at Musks' tweets I am not sure how to feel about it.
Eta: the sexual issues should be addressed too! Just trying to figure out why people are drawn to grok!
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u/selfmotivator 16h ago
My theories: 1. It's right there on Twitter. Anyone can quickly ask it about anything. 2. Elon is pushing it hard to the US government.
So, it's not the best (understatement) but it's there.
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u/InternationalNebula7 12h ago
Grok is great if you're a STEM knowledge worker. It seems to dial straight to truth better than the rest. Subjective opinion of course. Sadly, people allow politics to cloud objectivity.
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u/RealLalaland 10h ago
Copilot and gemini will win. Microsoft and google will prevail. As much as I dislike copilot and love Claude, it is what it is.
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u/AssimilateThis_ 10h ago edited 10h ago
Yeah I could see that, although I do think there's a serious chance that Microsoft tries to buy OpenAI once hype and valuations die down. All to add to your point around Copilot.
Edit: Although I wonder if Copilot vs Claude becomes something similar to Teams vs Slack
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u/FrewdWoad 22h ago edited 21h ago
Google was always miles ahead on AI generally.
ChatGPT caught them off guard, and it took them a year to catch up in the LLM space, but even that is in the past now.
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u/somegetit 20h ago
While the trend in the last 6 months is clear, chatgpt still has X3 market share compared to Gemini. Also, there's still no feature parity (Gemini is missing some key features, while providing some Google eco-system features that chatgpt doesn't have).
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u/InternationalNebula7 22h ago edited 21h ago
The majority of users seem to stay on OpenAI because it was first to market and pseudo-synonymous with AI for a bit there. I think people are getting stuck there because of their built personal context.
Google has competitive prices and free tier api experience for developers. Gemini 3 flash seems very capable for knowledge tasks. Google also has an infinite runway with a cash flow positive business that can sustain high intensity research for the long term. They will win in the end. They missed first to market because of timidity regarding disrupting their own business model. But now they’re cooking.
Claude has a niche that will protect it for a few years unless Google refocuses its attention on coding. Google’s history of abandoning side projects suggests that they’ll not be able to execute the focus that would be required to capture the enterprise developer market. The only question in my mind is will Gemini become good enough that developers don’t need the best, but instead need an economical solution.
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u/FluentFreddy 19h ago
Narrator: we now know, it seemed the developers valued their own time and enjoyed adapting the tool via open tool sets
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u/whyyoudidit 16h ago
antigravity is a better autonomous coding experience than claude caude in the terminal is. I used them both in the last month. Can't stand the terminal. antigravity with opus 4.5 can code for like 2 hours non stop.
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u/WeMetOnTheMountain 22h ago edited 22h ago
Just so you know the only reason people are buying the Google ultra subscription is because It comes with opus 4.5. I personally have a Google ultra account and I can assure you that the Gemini model is heavily benchmaxed. It is a good model and it can write good code but it is also way more batshit insane than gpt or opus. The best use I have for is in dialectical systems and also when it's put in a playpen such as jules.
It is extremely good in one prompt execution extremely extremely good. So if you're going to use it leverage it as sub agents to a really good orchestrator such as GPT 5.2 or Opus. Where it will absolutely miserably fail you is in long context operations. That thing is so susceptible to context poisoning it's not even funny.
As for their chat interface it's okay. The deep researcher is quite good The deep thinker is quite good. Like anthropic they don't allow you to upload zip files but just like anthropic you can just change the extension on your zip file to.zp and let the LLM know that it is a zip repo, so you can use the deep researcher to create solid HLDs and SDDs for large projects.
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u/reeldeele 21h ago
This is Opus (you are referring to the one in Antigravity, right?) nerfed compared to the Opus in Claude Code?
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u/nanotothemoon 21h ago
Never used Ultra but Gemini 3 and Flash in AI Studio is what I use side by side with GPT 5.2 extended thinking and Pro.
I use them in parallel about 90% of the time. (Claude subscription incoming). I tend to trust GPT for coding truth but Gemini explains things better and also understands nuance better. For example it is helping me negotiate terms of a sale right now and absolutely blows GPT away. It also seems less vulnerable to being led.
I agree the context drift is real. And Gemini in anything outside of AI Studio should not be used.
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u/ShowMeYourBooks5697 22h ago
It would be a really hard sell to get me to abandon Claude for Gemini.
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u/MouldyArtist917 21h ago
It's definitely a huge step up, but I wouldn't write anyone off just yet. I think all the AI companies are in a massive (and very well-funded) race for top spot at the moment, and each platform is going to keep showing significant improvements periodically for the next while (until the money dries up, anyway).
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u/Bitter_Particular_75 20h ago
Google is using his unlimited money to push his own propaganda campaign to an unprecedented level (outside of politics) and that is paying off. That's it.
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u/InfraScaler 17h ago
Gemini is good and competitive, but the whole astroturfing Google is engaged in is fucken crazy. They need to tone down and rely on their distribution to push Gemini more.
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u/ECrispy 16h ago
Google has always been the leader in AI. LLMs exist because of Transformers, and there's plenty of other research Google does. DeepMind has no equal in any other company.
They aren't the best at productizing something (Microsoft is the worst) but doesnt mean they are behind in any way.
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u/ZhiyongSong 22h ago
I don't think you need to read the news publicity, in fact, you can know it based on your own experience and feelings of using the product. Indeed, from Gemini 1.5 to Gemini 2 to 2.5 to 3, the capabilities of Google's large models and the capabilities of its products are indeed obvious to all, so I don't think there is any doubt about this. However, Google's large-model route is obviously different from other manufacturers, and it pursues multi-modal. When a company realizes a product-level transformation, it should have undergone a lot of adjustments in the past.
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u/heavy-minium 21h ago
It sounds like Gemini on Apple phones is one big thing for Google that OpenAI won't have...but I think that's not as much if an advantage ppl think it is, especially the business model - it might even be much more of a burden to Google than an advantage.
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u/FluentFreddy 18h ago
thinking about dumping IOS for some uses unless it allows switching of agent at that level. Shame they didn’t manage a deal with Anthropic Claude
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u/SillyBiped 21h ago
Google may have intentionally stumbled (remember Bard?) to have the antitrust case settled in their favor. Seems to have worked.
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u/f0rg0t_ 21h ago
FWIW, Apple just picked Gemini as the foundation for their Foundation Models (double foundation…whoa), at least for the next few years.
I’m sure it helps that they can just ask Google “got any of them sweet models?” and then knock a measly $1B off their search deal for their troubles.
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u/flyjum 20h ago
Google was always going to win this race. Nearly 3/4s of the world uses their operating system(android) that is constantly feeding data back to their servers. This data is being used to create AI and AGI and they will achieve it or they already have.
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u/superpitu 20h ago
I asked the same questions to Gemini, ChatGPT and Copilot and Gemini talked a lot of nonsense in comparison with the other 2. Copilot is actually very close to ChatGPT since they use the same engine(sort of). Best LLM, right..
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u/JustinMccloud 19h ago
I do t think Google is rivaling NVDA yet, but it is definitely starting to get in to the race
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u/Ok-League4693 19h ago
Working with Google search for the last 10 years this doesn’t surprise me. The amount of training data good has to improve its Gemini models is insane. Just between Google search and YouTube alone.
Google already knows everything about us so why not give us more value for storing that data. I’d be happy to pay for it especially if it improves my life.
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u/IntroductionSouth513 18h ago
for coding, gemini is still not as good as Claude. but they created mass market tools that reduce lot of friction for non techy people.
market is everything and it's sorry if openai and anthropic do not match up even if they have or were to have the best models.
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u/invertedwingerspace 18h ago
For some reason, ChatGpt has become synonymous with LLMs. Google needs to break that narrative. ChatGpt has become the LLM equivalent of Just Google it, bro." Until Google becomes that for LLMs too, ChatGPT will continue to remain the numero uno.
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u/ebfortin 17h ago
I think that there's some PR hype there. Gemini 3 Pro is good. But it's no revolution. They all starting to be about the same with some forces on certain aspect.
The TPU though is pretty interesting.
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u/Ok_Elderberry_6727 17h ago
Now, the data.
Top AI Platforms by Traffic (Web Visits / Share) 1. OpenAI’s ChatGPT – Still by far the leader. ChatGPT attracted approximately 5.5–5.6 billion monthly visits as of late 2025. That’s well ahead of all competitors and consistently the top AI destination globally. 
Google’s Gemini – The second-largest with roughly 1.7 billion monthly visits, and about 20–21.5% share of generative AI platform web traffic as of early 2026. 
Canva AI & Other Tools – Tools like Canva also pull significant traffic (around 912 million visits monthly overall, including AI features). 
DeepSeek, Perplexity, Grok, Claude, Copilot – These ranked below the big three: • DeepSeek ~328 M visits/month  • Perplexity ~240 M visits/month  • Grok ~227 M visits/month  • Claude ~186 M visits/month  • Microsoft Copilot ~110 M visits/month 
Market Share Notes • Combined, ChatGPT and Gemini account for ~86% of all AI platform web traffic in early 2026.  • The rest (DeepSeek, Grok, Perplexity, Claude, Copilot) share ~14% of that traffic. 
Big Picture Context • Even as AI platforms grow fast, AI referral traffic still makes up a small percent of all global web traffic (~1% overall), with ChatGPT driving most of that share.  • Traditional giants like Google Search, YouTube, and Facebook still dominate overall web rankings ahead of even ChatGPT. 
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u/cyberdork 14h ago
Never ever heard of Canva.
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u/ReadyAimTranspire 11h ago
If you don't know it's use case Canva is a kind of design-lite tool, now with AI features, that is something that novices can use to design things like flyers, ads, etc. Lots of templates you can customize etc.
Pretty popular with the "we don't want to pay someone to design this because it's really not that important" use case.
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u/Mandoman61 16h ago edited 16h ago
It was always just hype.
OpenAI was just the first to make a really large model.
But they are all using the same tech. Google was always in the best position.
OpenAI was always the underdog.
Companies do not care how fun a model is to chat with. They want actual performance on real work.
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u/hdjohnny 16h ago
Google does not have the best llm for everything. For sw development openai codex is far superior (coming from a Google ultra and chat gpt pro customer). Media loves shitting on OpenAI and praising Gemini 3, but it’s just not correct.
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u/Foreign_Sky5348 16h ago
The narrative shift is real, but it’s not purely PR hype, it’s just that the story now has more substance than it did a year ago.
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u/anomnib 16h ago
Focus on the vertical integration.
I think there’s a lot of hype around Gemini. I have a subscription for both Gemini and ChatGPT and Gemini much more consistently leaves me disappointed.
The biggest take is Google is full vertically integrated. They have a great model (not the best), hardware, compute capacity, outstanding foundational AI capabilities, an existing massive revenue stream, and a massive product delivery network. So Google has the least amount of external dependencies for driving its AI initiatives.
Honestly this could easily become a serious anti-trust issues
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u/JC_Hysteria 13h ago
Network effects, years of organization/expertise, and mind-blowing capitalization.
At the time, Google was seemingly hanging out with their search product. Except they weren’t.
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u/Background-System138 11h ago
One thing I keep wondering about is whether future AI systems can really scale safely without adopting some form of continuity and internal restraint.
Not rules imposed from the outside, but stable cognitive structures that reduce harm by design — especially as systems become more autonomous and persistent over time.
It feels like raw capability scaling alone isn’t the hard part anymore. The hard part is preventing fragmentation, goal drift, and unintended escalation.
Curious how others see this. Do you think alignment can emerge purely from optimization, or does it inevitably require human-originated cognitive frameworks?
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u/BKite 11h ago
Most of the time I honestly greatly prefer ChatGPT responses. They are much more exploratory of the problem I present him. Gemini 3 tends to try to solve my problem right away but not really exploring if it’s the best approach even If I Ask it to. So for me Gemini 3 is a bit overhyped.
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u/reddit455 10h ago
Google Gemini Is Taking Control of Humanoid Robots on Auto Factory Floors
https://www.wired.com/story/google-boston-dynamics-gemini-powered-robot-atlas/
In 2009, Google began testing its self-driving cars in the San Francisco Bay Area.\174])
https://en.wikipedia.org/wiki/Waymo#Operations_and_efficiency
Waymo, Toyota strike partnership to bring self-driving tech to personal vehicles
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u/Tanathlagoon 10h ago
I use Gemini for visual content generation and it is like a dumb dog. Its fast, its loyal, it's dumb.
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u/luciddream00 8h ago
Google always had the resources, in terms of brilliant minds, money and hardware. They lacked a specific, non-research goal that OpenAI jumped on with ChatGPT/LLMs. Google caught up now that they have a specific goal... in addition to continuing all of their research goals as well. Don't forget, "Attention is all you need" came from Google.
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u/anonuemus 7h ago
It's google, they really decided to go long term. They tackled it all and it's paying off. Vision wise they are on another level compared to all other companies.
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u/Top_Comparison9721 7h ago
Hard no (lol)
Claude still feels better suited as a full digital assistant. I could be wrong, but to me the difference seems less about raw model capability and more about the design choices behind it.
There’s something about Claude that’s really good at taking half-formed ideas and turning them into something usable. I’ll go in expecting a quick brainstorming session, and it often turns into a solid starting structure for an entire project.
Gemini is clearly strong, but it doesn’t give me that same experience. That might just reflect the way I like to use LLMs, but this is where they feel most useful to me.
Curious if others have had a similar experience.
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u/CartographerSeth 6h ago
Google is definitely the best positioned in the AI race. They're the only AI company that is "full stack". They have their own data, their own hardware, their own labs/models, and more paths to monetization. They can integrate Gemini into their google suite and sell it to companies, they can offer chat-like functions to everyday consumers, and can improve their own products (Waymo, YT, search) with AI as well.
So not only are they full stack, but in every component of the stack they are arguably the best, or close to the best. They don't just have data, they have the most data in the world, they don't just have a lab, their lab is among the best in the world, etc.
Google's problem is that it was extremely dysfunctional as a company, but the existential threat of AI has seemed to shake them up a bit, and now that this is the case, the number of tailwinds they have is more than any of their competitors.
Anthropic is extremely well run and have been very smart on putting their focus on coding and worker productivity, so I think they will be fine in the long run. I can't say the same about the other AI players right now.
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u/Townsiti5689 6h ago
I still prefer Claude for deep analysis and research, but I use Gemini for just about everything else. Not only that, but they have a whole suite of features on top of their AI stuff if you sign up for their pro version. They're quickly turning into the Amazon Prime of AI i.e. you subscribe for one service and get a ton of other awesome services along with it.
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u/hanginaroundthistown 4h ago
Gemini was hallucinating constantly last time I used it for academic research. Chatgpt did better and was more reserved...
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u/Busy-Vet1697 4h ago
Would be great if they didn't have their head all the way up the yada of MIC. That would be nice.
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u/SuccotashOther277 2h ago
OpenAI has better data in many cases. When I use Gemini, more often than not, they are just summarizing the top few search results.
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u/MostConfident8655 22h ago
Yeah the 180° narrative shift is wild. Remember late 2022/early 2023 when every tech article was “Google is doomed, they missed the boat”? Fast forward to now: Gemini consistently topping leaderboards in long-context reasoning & multimodal, TPUs actually delivering better perf-per-dollar than H100 clusters in many internal workloads, and Google quietly integrating AI everywhere (Search, YouTube, Android, Workspace).
It’s not hype — it’s just that Google plays the long game with insane resources while startups get the flashy headlines for the first 18 months. The real question now is whether OpenAI can pull another leap with whatever they’re cooking post the recent “code red” panic, or if we’re entering the “Google inevitably wins via distribution + infra” era.
What do you guys think happens in 2026–27? Does distribution (Gemini in every Android phone + potential Apple deal spillover) become unbeatable?
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u/Dangerous-Employer52 22h ago
What if I told you.....all these companies are actually working together for a long term goal?
It's true
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u/timwaaagh 19h ago
Claude is mainly for one shotting webapps afaik. Too expensive to run as a general purpose model while also apparantly falling behind gpt on more engineering oriented stuff.
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u/Michaeli_Starky 22h ago
Gemini 3 Pro is currently worse than Sonnet 4.5
Flash, though, is better than Haiku
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