Google earnings notes point to Gemini 4 testing, 905M daily users and a coding gap
gaganghotra_ · x · 2026-07-23
Google’s latest earnings-call notes point to a company still doing well while openly acknowledging gaps in agentic coding.
- Gemini 4 is reportedly in testing, with confidence it can compete with frontier models.
- Google says it is behind in agentic coding, while the Flash line is positioned as the speed/price sweet spot.
- The notes claim Gemini has 905M daily active users and Antigravity has more than 2.4M weekly active users.
- Google has expanded AI Overviews to more commercial queries, and the poster argues the company is prioritizing building toward AGI.
- The call also mentions R&D up 32% due to AI talent investment and Cloud revenue up 82%.
Related event: Google Cloud Doubles in Q2 but AI Spending Turns Free Cash Flow Negative(60 posts)→
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