Google’s launch of Gemini 3 is rewriting the map of artificial intelligence—if a few billionaire fans and billions of dollars in market reaction are any indicator. As much as $250 billion was wiped off Nvidia’s market cap in Tuesday morning trading as markets digested the reality that maybe the search empire is striking back in the race to win the AI space.
Billionaires Marc Benioff and Mark Cuban offered contrasting opinions that put in perspective what a pivotal moment this Thanksgiving could be in the AI race. Benioff, the Salesforce founder and CEO who is close to the center of the evolving AI story, posted on X.com that he’s been using ChatGPT every day for the last three years but he’s “not going back” after trying out Gemini 3. “The leap is insane,” he wrote, adding that “it feels like the world just changed, again.”
Cuban, for his part, warned on the Pioneers of AI podcast that the AI race could end up a lot like the search race in the 1990s. “You’ve got five, six, whatever it is, companies that are trying to create the ultimate foundational model that we all depend on,” he said, likening it to the days before Google emerged, when “you didn’t know if it was going to be a winner-take-all, or a top five.” AI could easily end up the same way, he added, in remarks previously reported by Business Insider. “Now, we know with search engines it’s Google.…it’s effectively a winner-take-all.”
