Gemini app hits 950 million monthly users — one hop from a billion
Nine hundred and fifty million. Alphabet’s Q2 remarks put the Gemini app at 950 million monthly active users — up from 750 million earlier — with daily actives tripling year-over-year. AI Mode in Search has already cleared a billion MAU. The billion-app milestone is now a rounding error away.
Distribution is the product
Cloud revenue +82%, Gemini Enterprise in nearly 90% of Fortune 100, 22 billion API tokens per minute. Flash models carry the efficiency story while 3.5 Pro stays the delayed chair. User counts do not equal frontier wins — but they do equal default status.
ChatGPT owns mindshare arguments. Gemini owns the front door of Search. Both can be true in the same earnings call.
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