Gemini fumbled not on the models but on the basics.
Gemini 3.1 flash was actually an amazing model to code with and their 20 dollar AI plans had solid value, but they locked it all behind 429s, needless gatekeeping of clients and poor product differentiation even among internal offerings. Users moved on. To claude for the best product, to OpenAI for the non gatekept API access. It’s hard to bring them back.
Organizational issues probably. As a user of Gemini for half a year I was stunned at the amount of bugs and lag for one of their flagship products.
Their devs are not incompetent so there must be some extreme dysfunction for that to be possible at the org level, where the IC is either not allowed to fix the bugs or doesn't want to fix them.
Either way that dysfunction is probably not limited to just the Gemini UI team.