3 reasons why Google's Gemini could be the big bogeyman of the AI trade

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• New research lays out the threats Google's Gemini poses to the AI trade.
• Tom Essaye, founder and president of the Sevens Report, is worried about Gemini taking market share from ChatGPT.
• He argues overall that Gemini changed how investors view spending on AI from hyperscalers.

While Anthropic's Claude AI has snatched headlines recently for disrupting the software industry, one researcher says there's perhaps an even bigger bogeyman lurking in tech.