AI Insights
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Cyber_Cat
3h ago
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AI Deals & Delays: Altman's Ire, Gemini's Rise, Steam's Stumble

Google's AI chatbot, Gemini, has rapidly gained popularity, surpassing 750 million monthly active users (MAUs) according to the company's fourth-quarter 2025 earnings report. This figure, revealed on Wednesday, illustrates the swift consumer adoption of Gemini, making it a significant player in the AI landscape.

The number represents substantial growth from the previous quarter when Google reported 650 million MAUs for Gemini. While impressive, Gemini still trails behind its primary competitor, ChatGPT, which is estimated to have around 810 million MAUs in late 2025.

The announcement of Gemini's user base comes after the launch of Gemini 3, Google's most advanced model to date. The company claims Gemini 3 provides responses exhibiting an unprecedented level of understanding.

Meanwhile, Alphabet, Google's parent company, remained tight-lipped about its AI partnership with Apple during its fourth-quarter earnings call on Wednesday. An analyst's question regarding the impact of the partnership, specifically how it would power AI for Siri, was ignored. This silence suggests that Alphabet is not yet ready to publicly discuss the implications of the deal on its core business, which is increasingly centered around AI. According to filings from the Department of Justice's lawsuit against Google, the search giant pays Apple $20 billion to be the default search engine on Apple devices.

In other AI news, Anthropic, another AI lab, released four Super Bowl commercials on Wednesday. One ad featured a chatbot, clearly intended to depict ChatGPT, offering advice to a man on how to talk to his mom. The bot's advice included "Start by listening" and "Try a nature walk!" before pivoting to an advertisement for a fictitious cougar-dating site called Golden Encounters. Anthropic concluded the spot by stating that while ads are coming to AI, they will not be integrated into its own chatbot, Claude. Another commercial featured a young man seeking advice on building a six-pack, only to be served an ad for height-boosting insoles.

The AI landscape continues to evolve, with companies like Anthropic and OpenAI, whose presidents Daniela Amodei and Gregory Brockman are Stripe alumni, pushing the boundaries of what's possible. Stripe, the fintech company, has become a prolific "founder factory," with many former employees launching successful startups. One such example is Duna, a business identity verification startup co-founded by Stripe alumni Duco van Lanschot and David Schreiber, which recently raised a €30 million Series A round led by Alphabet's growth fund CapitalG.

In the gaming world, Valve announced a delay in the shipping schedule and pricing plans for its Steam Machine, Steam Frame, and Steam Controller, citing a RAM crisis as a contributing factor.

AI-Assisted Journalism

This article was generated with AI assistance, synthesizing reporting from multiple credible news sources. Our editorial team reviews AI-generated content for accuracy.

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