TBPN Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
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Dec 5, 2025 Join the lively discussion as hosts broadcast live from the iconic New York Stock Exchange. They dive into Gemini's potential to dominate the LLM market and debate the monopoly risks facing giants like Google and OpenAI. Sparkling insights emerge on monetization strategies for Gemini Workspace and the flexibility of GPUs over TPUs. The conversation heats up with OpenAI's potential ads and high conversion rates from ChatGPT referrals. Don't miss their take on Meta's VR cuts, insider trading concerns, and the future of consumer vehicles!
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LLM Market Likely A Duopoly Not A Monopoly
- Jordan and John argue Gemini winning doesn't guarantee a Google monopoly and could produce a duopoly instead.
- They highlight Anthropic and others as viable profitable competitors to Google and OpenAI.
Google Will Face Pressure To Monetize
- Jordy stresses Google values high margins and will face investor pressure to monetize Gemini.
- He doubts Google can keep Gemini free indefinitely given public-company expectations.
Automate Email Triage With Workspace Studio
- Use Workspace Studio integrations to automate routine email and task triage.
- Connect Gemini agents to G Suite to delegate daily work and focus on higher‑value tasks.