“The Gemini app is now at one billion users and is the fastest-growing product in Google’s history.”
Agents & applications
AI moving from chat to doing work.
“About 25% of people who have set up Muse use it on any given day”
“The company launched a new Gemini agent for enterprise earlier this month, and Google will bring that “same experience” to consumers later this year, starting with the Gemini app, CEO…”
“You never know when you launch something how it's going to be received. There's always the case where you get a home run, which in this case it was, right? And it's just like extremely…”
“It could easily take me an hour a day to kind of catch up, what's happened in the last 24 hours, right? But now I have agents running which summarize and bring that information to me. I…”
“So because your agents, they're running in the cloud, they're running 24/7, they have your context, and so they can pick up things where you left off. It's a continuum there. By the time…”
“I spent more than two hours with them trying to correct all their mistakes and ground this in reality, explaining that agents are technological systems, not aliens. But it looks like the…”
“"All this stuff just a few years ago was written off as complete fantasy. And it’s all happened."”
“It looks like swarms of thousands of agents collaborating over weeks on software mega projects: minting zero days, running cyber attacks and defenses at machine speeds, discovering new…”
“Most of the industry has been really focused on making them just better and better and better at coding. But we really felt this was a big gap because most people in the world, they don't…”
“The memory of the agents is not like that of a human. Sometimes it can feel like it's like that, but it is really different. So that's one area where we're always trying to improve.”
“You're going to have to do your part if you want to make $10,000.”
“We went from the code assist to the agentic coding to software factory all within one year.”
“I don’t necessarily know if I believe in a world that there’s apps in the future, but I don’t believe in a world where the apps become data layers of a universal simple UI because when you…”
“Chesky argues the bigger problem is that the industry lacks a true operating system built for AI.”
“AI agents will be the biggest opportunity and shakeup in consumer tech since the App Store itself.”
“With Copilot, we are executing rapidly against our vision to build a new OS for work that spans every model, every form factor, and every task, with Office fully embedded in Copilot and…”
“When you give them a lot of tools, those systems [AI agents] are very dynamic, so they can go and do things that you do not expect”
“The Anthropic Chief says that he believes within six to 12 months, more capable AI agents could potentially create an internet-scale botnet and cause hundreds of billions of dollars in…”
“"AI is delivering value across every layer of our platform," Benioff said. "We're seeing incredible demand for our AI and data products, with ARR [annual recurring revenue] about to cross…”