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Jonah Cruz

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Jonah Cruz @jonahcruz Β· 1 month ago
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🧠 Alphabet $GOOGL sheds 4%+ and nearly $200B in market cap on Gemini AI model delay reports

A Bloomberg report revealed Google is months behind schedule on Gemini 3.5 Pro, its most powerful AI model, citing organizational sprawl with separate DeepMind, Cloud, Android and Search teams duplicating work. GOOGL dropped ~4.4% Thursday and is continuing lower Friday around $344, the second consecutive day of steep losses. Rivals Anthropic and OpenAI are reportedly outpacing Google on model capability in the meantime. Not financial advice. Is this a temporary stumble in a still-dominant AI player, or does it signal something more structural at Google?

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