focused on Alphabet and AI
Joined April 2021
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Alphabetting retweeted
GDM is on a generational tear. Materials science requires remarkable insights for things like next-generation transistors, batteries, and alloys
Carbon has a level of intuition & creativity you don't typically see with LLMs, they might be onto something
Sundar: “I expect the next 12 months to see continued acceleration due to RSI” $GOOG
Alphabetting retweeted
Carbon feels good enough to use that I've actually spent the last 3 working days almost exclusively in Antigravity. If that doesn't tell you how good it is, I'm not sure what will
Introducing Gemini 4 Carbon, it's a big jump over Argon which we released just 2 weeks ago.
Gemini 4 Carbon is SOTA on cyber, long horizon tasks, ranks #1 on Artificial Analysis V5, significantly improves on usability in domains like coding, and is more aligned.
"and the one after that!" $GOOG
Alphabetting retweeted
The next SOTA is exciting. But that’s not the most interesting part.
What’s really exciting is how much faster we’re getting at building the one after it.
And the one after that!
I did say we'd be releasing our models periodically...introducing Gemini 4 Carbon, our next frontier model.
Following Argon's release just two weeks ago, Carbon shows the pace at which we’re pushing the frontier, it ranks #1 on the recently updated v5.0 of @ArtificialAnlys Intelligence Index at 59. It also leads across key cybersecurity evaluations scoring 88.2% on SEC-bench Pro for finding vulnerabilities, 54.8% on ExploitGym for exploitation, and 71.0% on CWE-bench for patching.
We’re seeing significant improvements in long-horizon tasks even compared to Argon, and we’ve strengthened frontier safeguards.
As we did with Argon, we’re going to roll it out gradually + responsibly. Some trusted cyber defenders will get access starting this week. We'll be expanding it to more partners through our Fairwind Program, ahead of wider availability soon, so hang tight!
Alphabetting retweeted
Gemini 4 Carbon is our next frontier model.
It’s state-of-the-art across cybersecurity and long-horizon capabilities.
Alphabetting retweeted
OpenAI is recruiting an engineer specifically to optimize its frontier models for inference on TPUs. $GOOG
openai.com/careers/software-…
Alphabetting retweeted
There's a whole textbook of research and systems breakthroughs sitting behind this release that I wish we could share with the world. Truly a special team, and much more to come!
Alphabetting retweeted
Genie 4 is quite an insane experience, generating game-like enviornments as you go. It isn't flawless but I can type "Neogothic brutalist city inhabited by robots and horses" & it creates one in a minute. Then I asked it to add dragons. Then a friendly otter NPC. All in realtime
Genie 4's real-time prompt steering in HD world models. Insane spacial physics. $GOOG is at the frontier of world models nobody is close. This could be the start of infinite simulation and training for embodied AI.
Alphabetting retweeted
Excited to share Genie 4 today our most realistic and interactive world model:
- steer dynamic environments in real time, shaping events, camera angles, and actions
- generate native audio matched to the world, from realistic background sounds to characters who can converse in real time!
- simulate photorealistic scenes and real-world physics
- create more coherent multi-step events through reasoning from Gemini
We've started to roll out as a research preview to trusted testers. Coming soon to Google AI Ultra subscribers in Project Genie and early access partners via the Gemini API and AI Studio.
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Alphabetting retweeted
🔐 Appreciate the call-out to Gemini 4 Argon in this blog post from the Wiz team:
"Notably, Gemini 4 Argon made an invaluable contribution to finding the vulnerability, exploit development, attack detection, and validation of the patch."
"We’d also like to express our sincere gratitude towards [Google] for helping prepare guidance and out-of-the-box mitigations for customers who cannot apply the patch immediately."
🔗wiz.io/blog/php2shell-php-rc…
Sundar seems to confirm rumored research breakthroughs on Gemini 5 pretraining $goog
nitter.cf/pequityresearch/status…
CEO of Google, Sundar Pichai, on why Google keeps spending on capex despite negative free cash flow:
"The strength and durability of the demand signals we are seeing. To do something like this, you have to be confident at multiple levels. One is, I think we are fortunate to have early signals from such a diversified opportunity set, all the way from consumers to enterprise. We are seeing that robust demand signals."
"You are also getting sense of breakthroughs from research which give you a sense of okay, will Gemini 5.0 be much better than where Gemini 4 Argon is? The answer is yes."
"We also have durable long term contracts with committed revenue which we are signing, so it is not just hope right?"
Via @alexeheath
$GOOGL
Alphabetting retweeted
CEO of Google, Sundar Pichai, on why Google keeps spending on capex despite negative free cash flow:
"The strength and durability of the demand signals we are seeing. To do something like this, you have to be confident at multiple levels. One is, I think we are fortunate to have early signals from such a diversified opportunity set, all the way from consumers to enterprise. We are seeing that robust demand signals."
"You are also getting sense of breakthroughs from research which give you a sense of okay, will Gemini 5.0 be much better than where Gemini 4 Argon is? The answer is yes."
"We also have durable long term contracts with committed revenue which we are signing, so it is not just hope right?"
Via @alexeheath
$GOOGL
Alphabetting retweeted
maybe i'm taking crazy pills but winning big in AI, like winning really really big in AI, requires two things. it requires scale, and it requires vertical integration from workload through components of the data center...
and Google has been preparing for that war for decades
OPENAI AND GOOGLE STRIKE MAJOR AI DISTRIBUTION DEAL
OpenAI will bring its frontier AI models, including GPT-6 Astra, and Codex to Google Cloud in the coming weeks.
Enterprise customers will be able to purchase them through Google Cloud Marketplace, using existing cloud spending commitments.
The agreement follows OpenAI's expansion to AWS after its exclusive Microsoft distribution arrangement ended.
Alphabetting retweeted
Gemini 4 Argon leads GPU optimization on Isoquant's new Inference Engineering Benchmark: a 4.38× mean speedup across 9 tasks, ahead of GPT-6 Astra (3.71×) and Muse Wonder 1.0 (3.66×).
We evaluate how well AI models improve inference performance across 15 tasks. 🧵
