Google's Gemini just crossed 750 million monthly active users, up from 650M last quarter. That rapid climb follows the Gemini 3 rollout and a cheaper $7.99 Google AI Plus tier, which should widen the funnel even more.
The jump: Gemini's growth is obvious and fast. Here are the eyebrow-raisers.
Why it matters: Numbers this big change conversations. User scale gives Google leverage - more interactions to train models, more eyeballs to up-sell subscriptions and ad products, and a clearer path to monetize AI at scale. Gemini 3's deeper, more nuanced responses seem to be converting casual users into regulars.
But don’t pop the champagne yet. MAUs are a blunt instrument, the free tier inflates reach, and engagement quality matters more than raw counts. The $7.99 AI Plus plan is a smart play for price-sensitive users, but it launched too late to move these quarterly figures, so the next quarter is the real test.
Google’s broader play is obvious: stitch Gemini into search, cloud, and devices, use custom chips to cut costs, and push volume. If that works, Gemini won't just be a chatbot; it'll be an infrastructure moat. If it doesn’t, Google will still have the money to keep swinging - Alphabet just cleared $400B in annual revenue.
Short version: Gemini’s numbers are impressive, but the next moves - monetization, retention, and how it performs against ChatGPT - will tell us if this is a headline or the beginning of a market leader.
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