• Gemini's Growth: As of March 2025, Gemini reached 350 million monthly active users and 35 million daily users, a significant increase from last year. Its daily user count was 9 million late last year. Google has released Gemini 2.0 and 2.5 models with improvements.
• Antitrust Trial: During Google's antitrust remedies trial, a slide showing Gemini's user numbers was presented. Sissie Hsiao was leading Gemini efforts until replaced by Josh Woodward.
• Comparison with ChatGPT: OpenAI's ChatGPT has around 600 million monthly active users (up from 400 million early this year). Measuring web traffic has different methods, and Google is using monthly metrics.
• Cost Implications: Generative AI is computationally expensive, and each user costs the company money. Google doesn't disclose earnings from Gemini subscriptions, and OpenAI loses money even on its $200 monthly plan. Having a broad user base is essential but means higher costs unless model running costs decrease.