Alphabet(US:GOOGL) Tai Mei Ti A P P·2025-11-19 04:40Core Insights - Google launched its latest AI model, Gemini 3, which has generated significant public interest and is being described as "crushing" in its capabilities, outperforming competitors like OpenAI's GPT-5.1 in various benchmarks [1][2][3] - Despite the excitement, initial expectations for Gemini 3 were tempered, allowing for a more favorable reception compared to previous AI model launches [1][6] - Gemini 3's application user base has seen substantial growth, with monthly active users exceeding 650 million, positioning Google as a leader in the AI product space [6][8] Performance Metrics - Gemini 3 Pro achieved a score of 37.5% in the "Humanity's Last Exam" benchmark, significantly surpassing GPT-5.1's score of 26.5% and the previous Gemini 2.5 Pro's score of 21.6% [2][3] - In various other benchmarks, Gemini 3 Pro also outperformed competitors, including achieving 95.0% in mathematics and 91.9% in scientific knowledge assessments [3] Market Impact - Following the launch of Gemini 3, Alphabet's stock price experienced fluctuations, initially rising but ultimately closing down 0.26% on the launch day, indicating mixed market reactions [10] - Major investors, including Berkshire Hathaway, have increased their stakes in Alphabet, reflecting confidence in the company's AI-driven growth potential [7][8] - The competitive landscape in AI is intensifying, with significant investments flowing into rival companies like Anthropic, which received $15 billion from Nvidia and Microsoft [7][8] Strategic Positioning - Gemini 3 is positioned as a multi-modal, multi-task intelligent collaborator, moving beyond the traditional chatbot model and integrating into various applications and services [6][4] - Google aims to establish itself not just as a model provider but as an integrator of AI infrastructure and applications, enhancing its competitive edge in the AI market [6]