Phil Hellmuth

And it might create some number of clicks.

It might create some number of subscriptions.

So we'll actually be able to attribute revenue to it.

There's no way to look at these devices right now and to know,

You know, how much of them are actually generating revenue in the first two years versus the next two years?

Come on the program, Burry.

We'd love to double click on it.

I would say that there's a lot of people who think highly of his analysis.

Doesn't mean they're right and doesn't mean he's good.

I mean, why are we choosing here?

Okay.

Google released Gemini 3.

It's pretty great.

They regained the lead on most of the benchmarks.

Polymarket now has Google at 89% to finish the year as the top LLM.

And all the speculation that Google was going to have their search franchise absolutely slaughtered by ChatGPT has turned out to not be true, at least not this year, with their searches going up.

revenue going up.

But the big story is speculation around Gemini 3 being trained only on Google's TPUs, not Nvidia's GPUs.

Your thoughts, Jamal?

Which is operating system, which is your browser, which is your phone, which is Apple and Google and Microsoft.