a16z's Gavin Baker: Meta is back in the AI race while Gemini has fallen out of the conversation
a16z · x · 2026-10-13
In an a16z conversation, investor Gavin Baker called the current AI race "the highest-stakes game of corporate chess ever played":
- Credit to Meta: It was out of the game and fought its way back in — "kind of amazing."
- Gemini has faltered: A year ago, when Gemini was ascendant, few would have predicted it would no longer even be in the conversation, with Muse and Meta now significantly ahead on capability.
- Rapid reshuffling: Players have made good and bad moves; some exited, others returned.
- His trend call: the future is some form of "multi-model" or "hybrid model" approach, whatever terminology the industry settles on.
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