But on the contrary, Nano Banana is very good, so I don't know. And in the end, I'm pretty confident Google will be the AI race winner, because they got the engineers, they tech background and the money. Unless Google Adsense die, they can continue the race forever.
Gemini is built into Android and Google search. People may not be going to gemini.google.com, but that does not mean adoption is low.
If they can achieve that they will cut off a key source of blood supply to MSFT+OAI. There is not much money in the consumer market segment from subscribers and entering the ad-business is going to be a lot tougher than people think.
Is it relative adoption or absolute ? I mean, the people using Gemini are they new or coming from another provider, like OpenAI ? (said differently: Is Google eating OpenAI lunch or just reaching new customers ?)
https://searchengineland.com/nearly-all-chatgpt-users-visit-...
But even more importantly, it obviously isn’t losing money from advertisers to ChatGPT. You can look at their quarterly results.