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> The Gemini app surpasses 650 million users per month, more than 70% of our Cloud customers use our AI, 13 million developers have built with our generative models, and that is just a snippet of the impact we’re seeing

Not to be a negative nelly, but these numbers are definitely inflated due to Google literally pushing their AI into everything they can, much like M$. Can't even search google without getting an AI response. Surely you can't claim those numbers are legit.



> Gemini app surpasses 650 million users per month

Unless these numbers are just lies, I'm not sure how this is "pushing their AI into everything they can". Especially on iOS where every user is someone who went to App Store and downloaded it. Admittedly on Android, Gemini is preinstalled these days but it's still a choice that users are making to go there rather than being an existing product they happen to user otherwise.

Now OTOH "AI overviews now have two billion users" can definitely be criticised in the way you suggest.


I unlocked my phone the other day and had the entire screen taken over with an ad for the Gemini app. There was a big "Get Started" button that I almost accidentally clicked because it was where I was about to tap for something else.

As an Android and Google Workspace user, I definitely feel like Google is "pushing their AI into everything they can", including the Gemini app.


> it's still a choice that users are making to go there rather than being an existing product they happen to user otherwise.

Yes and no, my power button got remapped to opening Gemini in an update...

I removed that but I can imagine that your average user doesn't.


I don't know for sure but they have to be counting users like me whose phone has had Gemini force installed on an update and I've only opened the app by accident while trying to figure out how to invoke the old actually useful Assistant app


I constantly accidentally use some btn and Gemini opens up on my Samsung Galaxy. I haven't bothered to figure this out.


This is benefit of bundling, I've been forecasting this for a long time - the only companies who would win the LLM race would be the megacorps bundling their offerings, and at most maybe OAI due to the sheer marketing dominance.

For example I don't pay for ChatGPT or Claude, even if they are better at certain tasks or in general. But I have Google One cloud storage sub for my photos and it comes with a Gemini Pro apparently (thanks to someone on HN for pointing it out). And so Gemini is my go to LLM app/service. I suspect the same goes for many others.


It says Gemini App, not AI Overviews, AI Mode, etc


They claim AI overviews as having "2 billion users" in the sentences prior. They are clearly trying as hard as possible to show the "best" numbers.


> They are clearly trying as hard as possible to show the "best" numbers.

This isnt a hottake at all. Marketing (iPhone keynotes, product launches) are about showing impressive numbers. It isnt a gotcha you think it is.


Sure, but the extent to which you bend the truth to get those impressive numbers is absolutely gotcha-able.

Showing a new screen by default to everyone who is using your main product flow and then claiming that everyone who is seeing it is a priori a "user" is absurd. And that is the only way they can get to 2 billion a month, by my estimation.

They could put a new yellow rectangle at the top of all google search results and claim that the product launch has reached 2 billion monthly users and is one of the fastest-growing products of all time. Clearly absurd, and the same math as what they are saying here. I'm claiming my hottake gotcha :)


Yeah my business account was forced to pay for an AI. And I only used it for a couple of weeks when Gemini 2.5 was launched, until it got nerfed. So they are definitely counting me there even though I haven't used it in like 7 months. Well, I try it once every other month to see if it's still crap, and it always is.

I hope Gemini 3 is not the same and it gives an affordable plan compared to OpenAI/Anthropic.


Gemini app != Google search.

You're implying they're lying?


And you're implying they're being 100% truthful?

Marketing is always somewhere in the middle


Companies cant get away from egregious marketing. See Apple class action lawsuit for Apple Intelligence.




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