AI & Enterprise
Gemini could overcome ChatGPT brand awareness if it keeps growing
Four Andreessen Horowitz partners discussed the 2026 AI market on a podcast, analysing competition among LLMs including ChatGPT, Gemini, Claude, Cursor, Perplexity and Grok. Justin Moore said Gemini 3’s video and image models could hold a major edge and that sustained growth could overcome ChatGPT’s brand awareness. Olivia Moore said ChatGPT’s app store strategy will be pivotal and noted rapid growth in its enterprise version.