Rachel Warren

And Waymo's robotaxis are actually just exclusively available for booking via the Uber app.

So that actually expands Uber's service offerings.

That's a tailwind for Uber.

So I don't think we're going to see a winner takes all situation.

I don't think there's just one way for these businesses to play that.

And I think they're trying to see what business models stick.

It's really, really early days still.

And I think that's one of the most exciting things about this space.

Yeah, this is actually a really big deal.

I think this is really exciting for anyone that follows the world of AI and AI stocks.

Gemini 3 is very different from its predecessor in a few ways.

There's been a lot of advancements in its reasoning, coding, agentic capabilities.

There's been early benchmarks that have suggested that Gemini 3 outperforms other models, whether it's in critical analysis or strategic reasoning.

The models also demonstrated impressive coding abilities.

And Gemini Agent is also a major new part of this rollout.

It's an experimental feature that can complete multi-step tasks like organizing an inbox or managing a schedule.

Very practical things, right?

And that connects to services like Google Calendar and Gmail.

Gemini 3 seems to be better at understanding nuance and context, which is really notable.

And for the first time, the latest Gemini model is being integrated into core Google products like Search on its launch day.