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Google’s Gemini 3 Wins High-Profile Converts, Intensifying Pressure on OpenAI

Early praise plus deep product integration are reinforcing a view that Google now holds a distribution edge in generative AI.

Overview

  • Salesforce CEO Marc Benioff said he is switching from ChatGPT after testing Gemini 3 for two hours, calling its gains in reasoning speed, images and video “insane,” with Andrej Karpathy and Patrick Collison also offering strong public endorsements.
  • CNBC’s Jim Cramer labeled Gemini the biggest threat yet to ChatGPT and “existential” for OpenAI, citing the financial stakes and the need for a decisive response from the incumbent.
  • Google is rolling Gemini 3 into core products including Search and the Gemini app, a scale advantage analysts say could accelerate adoption beyond standalone chatbots.
  • Coverage notes market ripples tied to the launch, with Alphabet shares rallying and commentary highlighting implications for partners and suppliers such as Broadcom, Nvidia and Oracle.
  • Reports point to top-tier benchmark results for Gemini 3 alongside questions about reliability and gated advanced modes, as observers say OpenAI faces growth and spending pressures.