Latest / ai morning by thehype
ai morning #102 — gemini 4 carbon jumps to #1, two weeks after argon
Google shipped a second frontier model in fourteen days. It lands at the top of the Artificial Analysis Intelligence Index, ahead of the field. Google is rolling it out gradually, to cyber defenders first. The same week's earnings call credited AI demand for the fastest search-query growth in five years.
Marcus walks through Carbon's benchmark-topping debut, the sharpest reaction being Google's own choice to gate the model behind a defender-only rollout, and what the two-week release cadence means for any team building on a single provider.
In this episode:
00:00 Intro
01:24 Gemini 4 Carbon…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.