Google, which built a solid reputation for its Gemini models by the end of 2025, is now facing a wave of pressure due to its delay in launching Gemini 3.5 Pro. In the rapidly evolving field of artificial intelligence, even a brief pause can be seen as a sign of vulnerability. Meta's AI chief, Alexandr Wang, recently mocked the situation on X after a leaderboard ranked Meta's Spark model above one of Google's newest models, writing, 'gemini who?' This quip underscores how competitors are capitalizing on the moment.
Behind the scenes: Why is Gemini 3.5 Pro delayed?
Despite rolling out three new models that are both faster and more affordable, Google's omission of Gemini 3.5 Pro has raised concerns among users and investors. Analysts, including Josh Beck from Raymond James, argue that the holdup has changed the industry's perception of Google, shifting it from a market leader to a potential laggard. Beck pointed to the quick release cycles from other AI labs as a reason for this change in momentum.
The situation took a more public turn when Google engineer Logan Kilpatrick shared news of pre-training for Gemini 4, the next major model, on X. Thibault Sottiaux, a technical staff member at OpenAI, responded with a sarcastic message, 'Hope it finishes one day too!' which Google has not yet responded to. The comment appears to highlight the growing skepticism around Google's development timeline.
Balancing efficiency and power: Google's strategy under fire
Google has doubled down on developing more cost-effective models, a decision that has earned praise from users who value efficiency. Kyle Walker, founder of Clearfork Intelligence, praised Gemini 3.5 Flash, calling it his daily go-to model for extracting data from documents, a feature he described as highly valuable.
However, some critics, like Anshel Sag from Moor Insights & Strategy, have questioned the logic behind Google's strategy. Sag pointed out on X that promoting Gemini 4 before completing Gemini 3.5 Pro is 'a bit strange' and might even suggest Google is already confident in its next model. That said, he also emphasized that in the hyper-fast world of AI development, more frequent releases don't always equate to better outcomes.
What's on the horizon for Google?
This week's Q2 earnings report will be a key moment for Google. Analysts are expected to ask tough questions about the Gemini 3.5 Pro delay and how long the company can continue to operate without launching it. The report will give stakeholders a better idea of whether Google's current approach is sufficient or if adjustments are needed.
According to Sag, though, it's far too early to assume Google is in trouble. 'It's just way too early to count anyone out,' he reiterated. Still, the company is learning a tough lesson: in the race to lead the AI revolution, delays can be as damaging as missteps. As the competition intensifies, every moment counts.