Ark Invest thinks Google has taken the lead with Gemini 3 + Nano Banana Pro. Brett Winton thinks we are heading from transformer architecture to a mix of transformer, diffusion and memory. In the medium term (1-2 years) Google’s distribution, bundling, and cost advantages are seen as the biggest structural moat. They predict that when ...

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Link :
https://www.nextbigfuture.com/2025/11/207503.html