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The hosts discuss the delay of Google Gemini and analyze whether Google is stuck in the innovator's dilemma. They also speculate on the reasons behind Discord shutting down its experimental AI chatbot, arguing that it does not represent a move away from generative AI.

The Information reports that much-anticipated Gemini has been officially delayed. NLW explores interpretations for why Google has struggled to keep pace with OpenAI and other AI competitors. Today's Sponsors: Listen to the chart-topping podcast 'web3 with a16z crypto' wherever you get your podcasts or here: https://link.chtbl.com/xz5kFVEK?sid=AIBreakdown Notion - Notion AI. Knowledge, answers, ideas. One click away. - https://notion.com/aibreakdown ABOUT THE AI BREAKDOWN The AI Breakdown helps you understand the most important news and discussions in AI. Subscribe to The AI Breakdown newsletter: https://theaibreakdown.beehiiv.com/subscribe Subscribe to The AI Breakdown on YouTube: https://www.youtube.com/@TheAIBreakdown Join the community: bit.ly/aibreakdown Learn more: http://breakdown.network/