Mollick: Google risks fumbling Gemini 4 by ignoring the agent-era playbook

emollick · x · 2026-10-09

Ethan Mollick argues AI is converging on a single interface with orchestrator agents, as shown by OpenAI's Codex and Anthropic's Claude Code. Google's fragmented multi-market Gemini 3 approach won't work next round; Google's edge is watching rivals' path now — otherwise it must learn it the hard way, blunting Gemini 4's impact.

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