Overview
- Salesforce CEO Marc Benioff said after two hours with Gemini 3 he is not going back to ChatGPT, citing faster reasoning plus stronger image and video performance, with other tech leaders also praising the model.
- CNBC’s Jim Cramer labeled Gemini the biggest threat to ChatGPT and called it existential for OpenAI, pointing to Google’s distribution advantage through tight linkage with Search.
- Google unveiled Gemini 3 as its most powerful model capable of handling text, images, video and code with deep integration across its ecosystem.
- Reports highlighted investor reactions, with Alphabet shares rallying, Broadcom gaining on its Gemini chip role, and Nvidia slipping on concerns about shifting AI hardware demand.
- Cramer warned that OpenAI’s massive spending plans require continued rapid user growth, raising risk if momentum slows.