@PeterDiamandis @NotionHQ should double down reinforcing the privacy & security angle + AI Switzerland
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Allan Caeg
14.5K posts
Allan Caeg
@AllanCaeg
Serial learner. PKM Ergonomics Ecommerce Productivity AI
allancaeg.com Katılım Şubat 2009
1.3K Takip Edilen1.2K Takipçiler
Apple's launching Personalized Siri powered by Google Gemini in 2026. When your AI assistant knows you better than you know yourself, privacy becomes the new oil. Are you ready to share everything? i’m ready for Siri to stop sucking!
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@johnennis @GeminiApp Yep. Gemini forces its built-in knowledge cutoff, doubting today exists. Check the thinking trail constantly grappling with "timeline inconsistencies" and "temporal discrepancies," stunned that it's 2026 every time.
Model seems allergic to RAG
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I love @GeminiApp but it is seriously ridiculously annoying that Gemini does not know about Gemini 3 in February 2026
It actually doesn’t even seem to know about Gemini 2.5
Come on Google, how hard is it to supplement the model calls with up-to-date documentation about your own services?
Your RAG capabilities are awesome, if you’re not going to find you things at least use a RAG to fold in your own documentation
Rant ended
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@zachtratar Notion holds my Context, but currently has no Hands on my OS.
Hope Notion bridges the gap, connecting my cloud corpus to local system. Moat against Apple Intelligence.
I have the Context. I want the MacOS/iOS Agency.
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@AllanCaeg Any flows in cowork you love? What problems is it solving for ya today?
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I’m thrilled to announce that Embra is joining Notion! 🥳
Notion is the ultimate interface and data platform for agent <> human collaboration. At Embra, we’ve spent 3 years building a Graph Context Engine to power B2B AI.
Let me tell you why I’m so excited. 👇
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@donvito AI Mode is strong, especially the special toggles "Thinking with 3 Pro" and "Deep Search" buried under the ➕ button. Much better at search & accuracy than Gemini App. Suitable for most daily queries
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my wife doesn't use chatgpt anymore
she uses Google AI mode most of the time
I also told her she can also use Gemini
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@mweinbach The $1B is tactical, not strategic. GOOG's market cap rose ~$20B after the announcement (20x the payment).
Being default AI for iOS+Android (category leadership signal) worth far more
Training cost recovery is a rounding error compared to the strategic optionality this unlocks
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Here's another way to think about the Apple/Google deal
It probably cost Google $200-500M to train the Gemini 3 base model
Apple is paying them $1B for it
Apple essentially covers the cost of development for Google's models for access to run it themselves
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Growth comes from activating "sleeping" users (like Google/Microsoft) and deep engagement from specialization (like Perplexity).
Share is a confusing metric. Better question: who becomes the default brain for specific high-value tasks?
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The strategic ceiling: Every AI product has a limit based on its distribution channel. ChatGPT is closer to exhaustion.
The game could change again once they're selling hardware.
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Don’t let the headline fool you: "ChatGPT market share dropped from 86.7% to 64.5%." During that same period, their Weekly Active Users (WAU) tripled from 300M to 900M and revenue hit a $13B ARR.
The share is shrinking only because the pie is growing at a near-vertical rate.
Similarweb@Similarweb
First Global AI Tracker of 2026 Gen AI Website Worldwide Traffic Share, Key Takeaways: → Gemini surpassed the 20% share benchmark. → Grok surpasses 3% and is approaching DeepSeek. → ChatGPT drops below the 65% mark. 🗓️ 12 Months Ago: ChatGPT: 86.7% Gemini: 5.7% Perplexity: 1.9% Claude: 1.5% Copilot: 1.5% 🗓️ 6 Months Ago: ChatGPT: 78.6% Gemini: 8.6% DeepSeek: 4.8% Grok: 2.1% Perplexity: 1.6% Claude: 1.5% Copilot: 1.1% 🗓️ 3 Months Ago: ChatGPT: 74.1% Gemini: 12.9% DeepSeek: 3.7% Perplexity: 2.4% Grok: 2.0% Claude: 2.0% Copilot: 1.2% 🗓️ 1 Month Ago: ChatGPT: 68.0% Gemini: 18.2% DeepSeek: 3.9% Grok: 2.9% Perplexity: 2.1% Claude: 2.0% Copilot: 1.2% 🗓️ Today (January 2): ChatGPT: 64.5% Gemini: 21.5% DeepSeek: 3.7% Grok: 3.4% Perplexity: 2.0% Claude: 2.0% Copilot: 1.1% >>
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Google has the pedigree, policies, org structure, and ecosystem for messy-internet wrangling.
OpenAI is only now crashing into those problems as a newcomer.
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Their product design is messy, and the Gemini app is still embarrassing . but the model sits inside a larger UX machine they already know how to run at planetary scale.
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Search is the original messy-internet battleground: junk pages, scams, SEO-spam wars, political landmines… and Google still keeps it usable and regulator-proof.
David Shapiro (L/0)@DaveShapi
Sam Altman declared a CODE RED at OpenAI because they are falling behind the competition. Here's my breakdown. My take: GOOGLE has been in the messy internet data game for a long time. What is search? Search is UX, first and foremost. Search cares about salience, recall, relevance. OpenAI, on the other hand, is trying to balance "safety" and "professionalism" and a few other things. But Google is old hat at "problematic" internet information. Their "data and information ethics" is far more mature than OpenAI's So OpenAI is playing "UX whackamole" by trying to tamp down on misuse while Google is full steam ahead.
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Google nails frontier, then fumbles basic UX.
Gemini 3 is incredible, but the app loses your input if you multitask for 2 seconds. Embarassing next to Perplexity.
Not a scale problem. Apple is huge and cohesive.
Google is a great research lab, but not a product company.
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Within 10 days: GPT-5.1 ➡ Gemini 3 ➡ Opus 4.5.
Wild contrast to waiting 12 months for a brighter iPhone screen.
The crown goes to whoever ships freshest.
The real game is serving these models without going bankrupt.
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