OpenAI can't beat Google in consumer AI

And it's not because of Gemini 3

Nov 19, 2025

∙ Paid

Yesterday’s Gemini-3 release by Google has major competitive implications, so I wanted to put out a quick note and walk through my takeaways from Google officially retaking the pole position in the model race.

TLDR:

Enterprise AI Trends

OpenAI can't beat Google in consumer AI

And it's not because of Gemini 3

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