This article first appeared on GuruFocus.
Alphabet (NASDAQ:GOOG) looks like it’s trying to get Gemini closer to users, testing a dedicated app for Apple (NASDAQ:AAPL) Mac computers.
Up until now, most people have been using Gemini through a browser, so this shift to a native app is more about convenience and visibility than anything else. The version being tested is still pretty basic, with only core features for now, but that’s likely to expand if and when it rolls out more widely.
The bigger picture is competition. OpenAI and Anthropic already have dedicated apps for ChatGPT and Claude, so Google is essentially catching up on distribution. And while Gemini is growing, with more than 750 million monthly active users, it’s still playing catch-up to ChatGPT, which reportedly hit 900 million weekly active users.
