Topic
Gemini 4 Carbon
2 episodes
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Model Behavior: Week of November 2, 2026
We read this week as a stack-splitting week: more capability is concentrating at the top, while the useful middle is getting messier and more controlled. The interesting move for us is that winning now looks less like picking one champion model and more like deciding which layer you trust to own the workflow.
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Gemini 4 Carbon: our next frontier model
Jessica and Cathy unpack Google's Gemini 4 Carbon announcement, focusing on the real tension: Google is leading with cyber and long-horizon capability, but the same capabilities make access control and measurement unusually important.