Gene Munster
2026.02.04 22:37

Native Gemini subs are now 750m weekly, up from 650m in September. OpenAI is at 900m.

The gap is 150m today. Six months ago it was about 300m gap.

Sundar said also had a “sharp increase in usage” by each users. My take: More users, more usage by each user. $Alphabet - C(GOOG.US)

Source: Gene Munster

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