- **Date:** Early November 2025 - **Stock reaction:** +6%, reaching a record high - **Market sentiment:** Overwhelming favorite to lead AI by year‑end - **Key claim:** Potential step toward the singularity (or at least a massive performance jump)

Google’s Gemini 3: From Bard’s Debacle to AI Dominance

Q: Bard’s Failure and Market Reaction

- **Launch date:** February 2023 - **Issue:** Immediate hallucination during live demo - **Impact:** Stock fell 9% - **Perception:** Google seen as crippled by bureaucracy

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Summary Date: 2025-11-21 22:58:23

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2 min read

Google’s Gemini 3: From Bard’s Debacle to AI Dominance

Introduction

The AI landscape has been a roller‑coaster for Google. After the disastrous launch of Bard in February 2023—where a live‑stream hallucination sent the company’s stock down 9%—many analysts wrote off Google as a laggard in the new AI era. Fast forward to November 21 2025, and the same company has just unveiled Gemini 3, a model that lifted its shares by 6% to an all‑time high and positioned Google as the front‑runner for the best AI model of the year.

Bard’s Failure and Market Reaction

Launch date: February 2023
Issue: Immediate hallucination during live demo
Impact: Stock fell 9%
Perception: Google seen as crippled by bureaucracy

Gemini 3 Release

Date: Early November 2025
Stock reaction: +6%, reaching a record high
Market sentiment: Overwhelming favorite to lead AI by year‑end
Key claim: Potential step toward the singularity (or at least a massive performance jump)

Benchmark Dominance

Gemini 3 Pro swept a wide range of leaderboards, often considered the most objective way to compare large language models (LLMs): - Weird ML: Top spot - Humanity’s Last Exam: First place - Math Arena: Champion - Other major LM arenas: Consistently #1

Even companies that prioritize real‑world performance are switching: - AMP replaced Claude with Gemini 3 Pro for its coding agent after finding it outperformed Sonnet 4.5 across the board.

The “Anti‑Gravity” Platform

Google announced a new technology dubbed “anti‑gravity,” which is not a literal anti‑gravity device but a VS Code fork for “Genetic coding” with Gemini. Highlights: - Originates from the July acquisition of Windserve’s co‑founders for $2.4 billion. - Provides an “agentic development platform” that elevates users to “manager of agents.” - Features a quirky Easter egg where the original Windserve coding agent, Cascade, was left unnamed. - Competes with Chad, a Y Combinator‑backed IDE that integrates brain‑rot devices for multitasking (TikTok, Tinder, etc.) while agents work in the background.

Google’s Other Development Tools

idx: Previously a web‑based editor, now seemingly discontinued.
Firebase Studio: Rebranded from idx, promises to accelerate the entire development lifecycle with AI agents.
Jules: An autonomous coding agent, distinct from the classic Notepad++.

Sponsor Spotlight: Mobin.com

The video’s sponsor, Mobin, offers: - Detailed UI breakdowns for thousands of popular apps. - Ability to copy‑paste analyses directly into Figma for rapid design prototyping. - A new animation library showcasing whimsical interactions from top‑performing apps. - A 20 % discount for viewers using the provided link.

Closing Remarks

The presenter wraps up by thanking viewers and promising the next episode of the Code Report.

Gemini 3 has turned Google’s AI fortunes around, delivering record‑breaking benchmark scores, boosting investor confidence, and introducing a new agent‑centric development platform that could reshape how developers build software.

Full Transcript

Not long ago, Google was viewed as the
biggest loser of the AI era. You might
remember or I mean Bard, Google's
first chatbt competitor, released in
February of 2023. During the live stream
announcement, Bard immediately
hallucinated and crashed Google's stock
by 9%. And all the experts told us
Google was collapsing under its own
bureaucratic weight. And yet, somehow
this week, they may have just pulled off
the biggest Mongolian reversal in
history with the release of Gemini 3.
Unlike the Bard disaster, the Gemini 3
release pumped Google's stock by 6% to
an all-time high, and they became the
overwhelming favorite to have the best
AI model by the end of the year. In
today's video, we'll find out if Gemini
3 gets us closer to the singularity, or
if Bard just got its hands on some of
Brian Johnson's magic mushrooms. It is
November 21st, 2025, and you're watching
the Code Report. But back in my day, all
the gifted kids would get their wiggles
out by holding Beyblade battles in
between Johnny Bravo reruns. But
nowadays, all the cool kids are
designing elaborate benchmarks to test
the capabilities of the latest AI
models. Like, imagine you needed to know
which AI model was the best at detecting
silhouettes of Pokémon, or which was the
best at managing a simulated vending
machine business, or which was the
closest to General Intelligence, and
therefore most likely to use our meatag
bodies as an energy source. Regardless
of which one you choose, odds are Gemini
3 Pro is at the top of the list, and
it's not even very close. It swept all
the major LM arena leaderboards, took
the top spot on weird ML, humanity's
last exam, Math Arena, and many others.
Now, I know, trust me, bro, benchmarks
aren't everything, but it's been a
minute since we've had a new model
release dominate across so many of them
at the same time. And if you don't
really trust benchmarks, AMP just
replaced Claude with Gemini 3 Pro to
power their coding agent after they
realized it did everything Sonnet 4.5
did, but better. That's impressive, but
the AI war is still raging. And Gemini 3
wasn't even the most interesting
announcement from Google. They also
unveiled a brand new technology called
anti-gravity, a new electromagnetic
propulsion device that allows cars to
fly just like in Back to the Future,
too. I wish that were true, but no,
anti-gravity is actually just another VS
Code fork designed for a Gentic coding
with Gemini. You might remember back in
July when the co-founders of Windserve
suddenly ditched their employees and
with a non-exclusive license to the tech
joined Google in a $2.4 billion deal. We
haven't heard much about it since, but
this week we're finally seeing the
aftermath of that with the release of
anti-gravity, a new agentic development
platform led by the former Windsurf
co-founders. According to the
announcement video,
>> congratulations, you have been elevated
to a manager of agents.
>> In other words, the AI figured out how
to use you as a meatag energy source
before it even got to AGI. My favorite
feature is when they forgot to rename
Cascade, which is the name of Windsurf's
coding agent. And yes, if you're
following along at home, it's turtles
all the way down. Their biggest
competitor is obviously Chad, the brain
rot IDE backed by Y Combinator. Unlike
every other editor, Chad integrates your
brain rot de vices directly into your
agentic coding workflow, allowing you to
gamble, watch Tik Tok, or even swipe on
Tinder while your agents do work for you
in the background. Next on the list is
Google's other editor, idx, which unlike
anti-gravity, is web- based. Oh, never
mind. It looks like that's dead. And
it's now called Firebase Studio, which
accelerates your entire development life
cycle with AI agents, which is kind of
like Google's other editor, Jules, which
is an autonomous coding agent, which is
nothing like my preferred editor,
Notepad++, but all of which could
probably use some help from the sponsor
of today's video, mobin.com. I've been
using Mobin for 5 years now, and what
they do is provide highly detailed
breakdowns of every screen in thousands
of popular applications. You can analyze
specific UI elements or entire user
journeys for things like onboarding and
checkout. Then copy and paste the whole
thing into Figma to kickstart your own
design. Mobin also just launched a
collection of animations which shows you
all the whimsical interactions used by
the most successful apps in the world.
To get our smooth monkey brains hooked
on their products, give Mobin a try for
free right now and use the link below to
get an extra 20% discount. This has been
the code report. Thanks for watching and
I will see you in the next one.

Summary

Google’s Gemini 3: From Bard’s Debacle to AI Dominance

Introduction

Bard’s Failure and Market Reaction

Gemini 3 Release

Benchmark Dominance

The “Anti‑Gravity” Platform

Google’s Other Development Tools

Sponsor Spotlight: Mobin.com

Closing Remarks

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