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Getting a billion people to do anything is a major accomplishment, but Google does have some notable advantages. Virtually every Android phone in the world right now ships with the Gemini app and multiple features that guide people toward using the AI. It’s not all due to Google’s software, though. Woodward says that more than 100 million of Gemini’s MAUs are on iOS, where they would have to manually download the Gemini app in addition to (or instead of) something like ChatGPT or Claude. An upward trend or a blip? So Gemini has clearly seen huge success over the past two years, at least as far as user numbers go. Google doesn’t break out AI in its earnings reports, but we know the company’s spending on AI infrastructure has pushed its cash flow into negative territory for the first time ever. It’s throwing a lot of money at AI to get those numbers up, and who knows if they’ll stay there. Google’s progress in AI models was impressive throughout 2025, but there’s a sense that its efforts may be hitting a wall. The company has lost several key scientists and researchers in recent months, and DeepMind cofounder Demis Hassabis has stepped down from his leadership role. While he’s still at Google, reports suggest he’s not very interested in the hyperscaling route that Google is taking with AI. This internal shakeup may have contributed to slowing progress with Gemini. At I/O this year, Google promised it would release Gemini 3.5 Pro, its latest frontier model, in June. However, that window came and went with no word. Last month, Google said it was still working on Gemini 3.5 Pro and had already started training Gemini 4. Reports have indicated that Google is unhappy with Gemini Pro’s coding performance, which lags behind OpenAI and Anthropic models. At this point, it’s unclear if we’ll ever see Gemini 3.5 Pro. Gemini is still capable enough for most users, but the cracks are beginning to show. Even Google’s dominant market presence may not be enough to prop up Gemini’s numbers if it underperforms the competition for long enough.