@koraykv and I just had a wide ranging conversation at @theinformation AI Summit in his first interview since running all of DeepMind and I can’t wait to share the video with all of you. What struck me (and these are based on scribbles while interviewing him) - Gemini 4 coming soon and body language suggested def before end of year. He is positive and says Google is “certainly at the frontier.” - Doesn’t see a slowdown as necessary because says you always build safety in lockstep. I pushed him on this especially with new techniques like looped transformers and he went into the chain of thought work on some depth - believes big in Google’s continued hardware advantage with TPUs and discussed how new generations are designed alongside his team. Says not a problem to give those to competitors like Anthropic because it helps with scale and improving - talked a bit about the role of agents in coding and what has changed in last six months and how he thinks about RSI - pushed back on AGI as the goal and called it not the right conversation. The best framework is continually improving intelligence. - seemed nonplussed about distillation and happy to call out that Google invented it (he said) - Didn’t get a clear sense how compute could or could not be a challenge. He rejected my personal hypothesis that Gemini in gmail isn’t good enough because they need more data centers :). - a lot is made of the arms race but on narrative, I am really struck by how google, meta and Microsoft all are striking one tone and Anthropic and OpenAI a very different one. In many examples, he rejected the narrative out there in favor of a different one. People can decide whether that is good or bad for google in the long run but struck by the difference. More to come

The Information is hiring our first Israel Bureau Chief as we ramp up our international expansion! Ten years ago, we opened an Asia bureau and cemented a leading position in covering China tech. Last month, we welcomed our first reporter in Singapore. And as I searched for our next hub, I was looking for a place whose tech industry is woefully under covered relative to its significance, and the answer was clear. Israel is at the center of three of the most important tech trends of the day: AI, cyber and defense. I can't wait to build this team together with an awesome bureau chief. Check out the role here.

This is so so so cool. Eric Bellomo our @theinformation Pro leader scoured our coverage for trending terms. And then he created our The Information Inflection Index to highlight nearly 70 that are in various phases of trending or not. For example... RL is flat. AVs are decelerating. Check it out and let us know what you think!