GEMINI

Google's family of generative AI models.

Bull 3Watch 3

Predictions & track record (3)

Awaiting grading Google waved off the chief scientist of 27 years, and signed on as a founding investor in the company he is leaving to buildScored at Alphabet's third quarter results in October 2026 on whether the full year capital spending plan holds.
Awaiting grading Pichai's own numbers: Gemini added 200 million users in five months, and Alphabet's cloud growth hit 82%Check Alphabet's next quarterly report, expected around late October 2026, for an updated Gemini monthly active user count and API token throughput, to see whether growth keeps pace with this quarter's jump.
Hit Alphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205BIn its Q2 earnings reported on 2026-07-22, Alphabet beat consensus with revenue up 24% (cloud up 82%), and raised its 2026 CAPEX guidance to $195-205 billion as predicted (confirmed across multiple outlets including CNBC, Yahoo Finance, and Investing.com). However, a rebound in optics stock Lumentum or a CAPEX raise from Microsoft was not clearly confirmed (only Meta raised its guidance again; Microsoft kept its guidance unchanged).

Watch If Gemini Is Wobbling, Why Is That Good for GCP? SemiAnalysis · 2026-08-07
Watch Google waved off the chief scientist of 27 years, and signed on as a founding investor in the company he is leaving to build Sundar Pichai (@sundarpichai) · 2026-08-05
Bull Pichai's own numbers: Gemini added 200 million users in five months, and Alphabet's cloud growth hit 82% Sundar Pichai (@sundarpichai) · 2026-07-22
Bull Alphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205B Serenity (@aleabitoreddit) · 2026-07-22
Bull Open source AI may multiply memory demand, not shrink it Jukan (@jukan05) · 2026-07-22
Watch Alphabet plans a 'frozen' chip that bakes Gemini into the silicon The Kobeissi Letter (@KobeissiLetter) · 2026-07-20