According to @soumithchintala, Gemini 3 represents a sudden and overwhelming leap that feels closest to the GPT-4 moment, with Google looking invulnerable given its stack of TPUs, Android, and Chrome, while Anthropic quietly dominates code, though the race is not over (Source: @soumithchintala on X, Nov 23, 2025). For trading, this commentary signals a perceived leadership tilt toward Google's AI ecosystem and code-strong models, a sentiment input that market participants can track across AI-exposed equities and the AI-crypto narrative (Source: @soumithchintala on X, Nov 23, 2025).

According to Sundar Pichai, Google has made significant investments over the past decade in AI technologies, including the development of Tensor Processing Units (TPUs) and data centers. These innovations are crucial for powering services like Search and Gemini, highlighting the ongoing AI platform shift. This information was shared in a discussion with Cade Metz and featured in a New York Times story, emphasizing the behind-the-scenes technological advancements driving Google's AI capabilities.

According to Jeff Dean, the release of Gemma 3, an open source model with 27B parameters, marks a significant advancement. It is multimodal, efficiently fits in a single H100 GPU, and performs exceptionally well on TPUs, indicating potential for broad application in AI-driven trading algorithms.