(Preview) Google Starts Dancing, The Winners and Losers of Gemini Week, OpenAI Has an Advertising Problem

Ben and Andrew begin with Gemini 3, what to make of its terrific benchmark results, and why TPUs provide Google a sustainable cost advantage in AI. From there: Google’s opportunity in the enterprise space, Apple’s white label deal, and questions about both OpenAI’s future growth and challenges that loom if ChatGPT can’t incorporate advertising. At the end: Thoughts on what Gemini means for Nvidia, Anthropic’s market in AI, why Amazon and OpenAI are losers of the Anthropic-Nvidia-Microsoft announcement, and a correction regarding Charter cellular coverage.

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New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership — Stratechery Update (stratechery.com/2023/new-bing-and-an-interview…)

Gemini 3, Winners and Losers, Integration and the Enterprise — Stratechery Update (stratechery.com/2025/gemini-3-winners-and-lose…)

ChatGPT Group Chats, Meta and the Encryption Trade-off, Network Effects and Ad Models — Stratechery Update (stratechery.com/2025/chatgpt-group-chats-meta-…)

An Interview with Eric Seufert About Advertising and AI — Stratechery Interview (stratechery.com/2025/an-interview-with-eric-se…)

ChatGPT Gets a Computer — Stratechery (stratechery.com/2023/chatgpt-learns-computing)

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