Gemini's User Growth Is Revealed as Google (GOOGL) Testifies in Antitrust Case
At a recent antitrust hearing in Washington, D.C., new information was shared about Google's (GOOGL) AI chatbot, Gemini, and how it compares to rivals like Microsoft-backed ChatGPT (MSFT). According to internal Google data shown in court, Gemini has grown quickly in the past six months but still trails behind ChatGPT. As of last month, Gemini had about 35 million daily users and 350 million monthly users. This is a big jump from October 2024, when it had just 9 million daily users. However, ChatGPT is still ahead with an estimated 160 million daily users and 600 million monthly users.
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The U.S. Department of Justice (DOJ) is using this hearing to argue that Google should be restructured in order to prevent it from using its dominance in online search to take over the growing AI market. Sissie Hsiao, a senior Google executive who led the Gemini team, testified that ChatGPT has taken away some types of search traffic from Google, mostly for things like math and homework questions, which don't make much advertising money. So far, Google hasn't seen a big impact on commercial search queries, which are more valuable for its ads.
However, Hsiao also said that Google's head of ads, Vidhya Srinivasan, believes it is only a matter of time before AI tools like ChatGPT start taking over commercial searches as well. In court, notes from an October 2024 meeting showed Srinivasan warning that 'the writing is on the wall' and urging Google to speed up the process of adding ads to Gemini. The DOJ sees this as more proof that Google could use its current power to stay ahead in the AI race, and they believe rules or changes are needed in order to make sure the competition stays fair.
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