David Pearce

speaker

14,416 appearances 53 recordings 4 series first heard Jan 2026 last heard 18 Sep

David Pearce’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 53 in all, peaking in Jul 2026 with 20.

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The Vergecast · What's behind the Google AI shakeup · 7 Aug 2026 podcast

probably win without having the best model. voice-verified

But I do think among among a set of people, particularly in Silicon Valley, there is a real sense that Google is behind. voice-verified

And the how you look at what's happening right now really depends on whether you think Google is behind or not. voice-verified

And it sounds like you do think Google is behind. voice-verified

Yeah. voice-verified

I mean, I I agree with that. voice-verified

And I do want to turn to Reddit, but I just before we do, I want to offer you one data counterpoint that I've been thinking a lot about this week. voice-verified

So uh we've talked I before on this show about the fact that OpenAI very proudly sort of touted every milestone on the way to a billion users um for Chat GPT and has not yet announced that it had a billion users of Chat GPT. voice-verified

It did announce that it has a billion people using its model. voice-verified

Which is not the same thing, but it's still a really big number. voice-verified

Meanwhile, Google at the end of July, I think, uh, in its earnings, said that it 950 million people use the Gemini app every month. voice-verified

Like it's there is a there is a real chance in there that more people are using Gemini than are using ChatGPT. voice-verified

And if not, it is damn close. voice-verified

Sure. voice-verified

And that is a thing that if I'm open AI, voice-verified

is terrifying. voice-verified

Um, because you that means you're losing your first mover advantage has now disappeared. voice-verified

And and Google is just going to eat you alive by virtue of its overwhelming hugeness in every imaginable way. voice-verified

Yeah. voice-verified

But and again, I think Google has these are the intrinsic advantages I'm talking about, right? voice-verified

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