In A Victory, Gemini Put In Four Million GM Cars

By Douglas A. McIntyre Published Apr 29, 9:12AM EDT

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In A Victory, Gemini Put In Four Million GM Cars — © 2010 General Motors / Getty Images News via Getty Images

In an industry where distribution is a key measure, GM (NYSE: GM | GM Price Prediction) says it will put Google’s Gemini in 4 million cars. Unlike other voice-controlled systems, Gemini will integrate sophisticated software, powered by its AI, into vehicles from the largest US car company. GM’s market share in the US is about 18%, which is ahead of Ford and Toyota, which are closer to 13%.

Tesla (NASDAQ: TSLA) already has a similar system, which uses Grok. Grok is the chatbot of xAI, which is controlled by Elon Musk. Musk also controls Tesla. The Tesla product requires an AMD processor and recently installed Tesla software.

Gemini is in a race for market share in the chatbot market. It is hard to know exactly which company is winning that race. In terms of downloads at Apple’s App Store, Gemini ranks third behind OpenAI’s ChatGPT and Althropic’s Claude.

Gemini’s primary distribution channel is Google products, particularly its search engine. These are called “AI Overviews” and are at the top of a search page above links to other sources. The use of this feature has to be in the millions, if not much larger. Gemini also runs on other Google products, which include Gmail.

The significance of the GM deal is that it opens a new horizon for Gemini. It means a third party, a major corporation, has decided to use Gemini over alternatives. There is likely no reason GM could not have picked a competing product. InsideEVs reported, “Google’s Gemini, drivers and passengers will be able to ask natural questions and get relevant answers.”

The GM deal is part of a larger expansion beyond Google products. The most important of these, so far, is integration into Apple’s (NASDAQ: AAPL) iPhone. Gemini will run parts of Apple Intelligence and enhance Siri’s features.

Finally, one of the benefits of the deal for Google is that there is a perception of a war among the major AI companies. Recently, it was reported that OpenAI had missed its user and financial targets, an exceptional blow to the company, which has been considered the AI market leader.

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About the Author Douglas A. McIntyre →

Douglas A. McIntyre is the co-founder, chief executive officer and editor in chief of 24/7 Wall St. and 24/7 Tempo. He has held these jobs since 2006.

McIntyre has written thousands of articles for 24/7 Wall St. He is an expert on corporate finance, the automotive industry, media companies and international finance. He has edited articles on national demographics, sports, personal income and travel.

His work has been quoted or mentioned in The New York Times, The Wall Street Journal, Los Angeles Times, The Washington Post, NBC News, Time, The New Yorker, HuffPost USA Today, Business Insider, Yahoo, AOL, MarketWatch, The Atlantic, Bloomberg, New York Post, Chicago Tribune, Forbes, The Guardian and many other major publications. McIntyre has been a guest on CNBC, the BBC and television and radio stations across the country.

A magna cum laude graduate of Harvard College, McIntyre also was president of The Harvard Advocate. Founded in 1866, the Advocate is the oldest college publication in the United States.

TheStreet.com, Comps.com and Edgar Online are some of the public companies for which McIntyre served on the board of directors. He was a Vicinity Corporation board member when the company was sold to Microsoft in 2002. He served on the audit committees of some of these companies.

McIntyre has been the CEO of FutureSource, a provider of trading terminals and news to commodities and futures traders. He was president of Switchboard, the online phone directory company. He served as chairman and CEO of On2 Technologies, the video compression company that provided video compression software for Adobe’s Flash. Google bought On2 in 2009.