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Motley Fool Money

Google Steals the Show in AI

19 Nov 2025

Transcription

Full Episode

5.448 - 40.652 Travis Hoium

Somehow artificial intelligence has stolen the day again. Motley Fool Money starts now. Welcome to Motley Fool Money. I'm Travis Hoyum, joined by Rachel Warren and John Quast. And guys, as much as we have talked about artificial intelligence in 2025, things actually seem to be gaining momentum. And the big news this week is that Gemini 3.0 came out. This looks incredible.

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40.672 - 56.032 Travis Hoium

The narrative around Google has changed, or Alphabet, I guess. Their shares are up 5% today. They're up over 100% since earlier this year. Rachel, is this a big game changer for Alphabet and for Google?

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56.934 - 68.108 Travis Hoium

Because this seems like a model that was so far ahead of competitors, at least on some of the benchmarks, that maybe this is not a disruptive force for Alphabet, but it's actually something they're going to grow with long-term.

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68.594 - 83.488 Rachel Warren

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.

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83.929 - 108.317 Rachel Warren

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.

108.358 - 125.708 Rachel Warren

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.

126.068 - 138.375 Rachel Warren

Alphabet has said that Gemini 3 has undergone the most comprehensive safety evaluations of any Google AI model. So I think this is very exciting, and I'm very curious to see how the use cases for this expand from here.

139.165 - 152.348 Travis Hoium

John, there has been a steady drumbeat of AI announcements. Is this one meaningful or more meaningful than other ones? Or is this just kind of another step in the right direction towards AI doing more stuff for us?

152.564 - 171.383 Jon Quast

I don't know how meaningful this update is, but I will say that there are actionable things for investors today. Rachel already touched on some things about Gemini 3, understanding nuance and context better. To me, that feels like the old iPhone update events, where you knew you were getting a better camera.

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