Gemini taking the lead and fully decoupling from all the other LLMs in the "best AI model by the end of 2025" market
- Gemini 3.0 was the first model since GPT-4 that felt refreshing and has the best capabilities (reasoning + video via Veo + image capabilities via Nano Banana Pro + better coding and agentic tooling); you're able to plug into all of Google's tooling and it's a v powerful thing
- Google Deepmind + Google's infra gives them a huge advantage in terms of having frontier research and compute and data and distribution - no one else has that vertical stack
- Globally, Google still controls ~90% of the search-engine market and they are not slowing down
(h/t: Polymarket)