Alphabetting

focused on Alphabet and AI

[Alphabetting @wintermoat]

Nano Banana Pro just updated my 2022 $goog investing iceberg. Wow!

[Alphabetting @wintermoat]

First draft of my $GOOG investing iceberg

[Jasper Dekoninck @j_dekoninck]

For the first time in a very long time, we have a non-OpenAI model as #1 on MathArena! Gemini 4 Carbon takes over the first place from GPT-6.1 Sol, with Fable 5.2 taking #2.

[Alphabetting @wintermoat]

Pro-tip for using /swarm feature in @antigravity
>Select GPT-OSS 120B as swarm orchestrator
>Give it lots of Opus 5.5 and Carbon subagents
>Profit

[P Equity Research 📰 @pequityresearch]

Morgan Stanley: Google’s TPUs are expected to account for 35% of global demand, slightly below NVIDIA’s 36%, with the two companies combined reaching 71%. AMD is projected to hold 16%, Amazon AWS 5%, customers of Global Unichip Corporation approximately 3%, and Microsoft and Meta each around 2%. In terms of chip types, GPUs are expected to constitute 52% of HBM demand, while custom AI chips (ASICs) will account for 47%, indicating a near-even split.

$MU $DRAM $EWY $SKHY

[Alphabetting @wintermoat]

@teortaxesTex do you think it's ok for a CEO to use his company's influence to shutdown a government investigation into his mistress' company?

[Kilian Lieret @KLieret]

Congrats to the Gemini team for killing it with their SWE-sweep scores: 13.5% (next best model is Astra with 9.5%)

[Alphabetting @wintermoat]

this week in AI

$GOOG $NVDA

[Nick Fox @thefox]

Today, Search is getting a massive upgrade with Gemini 4 Hydrogen! It’s the biggest model improvement to Search yet. And it’s available now for all users, globally.

Why it’s awesome:
- Crazy fast
- Cutting-edge intelligence, with advanced reasoning, more precise instruction following, and better tool calling
- More visual responses, including images and custom tables, charts, and simulations
- More scannable response layout
- Better understanding of intent (including for long multi-part queries with ambiguous typos)
- Broader range of links to the web (improved reasoning -> more query fan-outs)

TL;DR: powerful and fast. Take Hydrogen for a spin in Search and let me know what you think!

[Google DeepMind @GoogleDeepMind]

Meet Gemini 4 Hydrogen: built for rapid coding, multimodal synthesis, and everyday workflows.

It finishes tasks 2.5x faster than 3.8 Flash and surpasses Argon on the @ArtificialAnlys Intelligence Index.

[Alphabetting @wintermoat]

@EgeErdil2 do you think it's ok for a CEO to use his influence to shutdown a government investigation into his mistress' company?

[Alphabetting @wintermoat]

A surprise $130M bulk order of GPUs from $GOOG ten years ago was the lightbulb moment for $NVDA to shift their focus to AI.

[Alphabetting @wintermoat]

@not_sacke @andonlabs It's right there in the photo

[Dong Ming @dming]

I don't think the broader market knows that $GOOGL is about to take lead and the pareto frontier on best LLM models.

Carbon is almost same as Fable 5.2 except way cheaper. And they have at least 3 new models planned for YE, hydrogen, helix and krypton (if the rumors are to be believed).

[Ammaar Reshi @ammaar]

I used Gemini 4 Carbon to get Windows 11 running on my iPhone Duo! 💻

Unfold the screen and it's a pocket PC, including Antigravity running coding agents on my phone.

This is the actual desktop ARM OS running locally with touch controls.

Demo + repo below!

[will brown @willcb]

i think i like carbon more than fable

[Alphabetting @wintermoat]

@VJNCapital

[Demis Hassabis @demishassabis]

Super proud to announce AlphaGenome 2 - our new DNA sequence model! 🧬 It predicts the impact of DNA variants in different specific cell types - unlocking crucial information for understanding complex diseases. Available for academic research via our API: https://t.co/dEyrvpTxIl

[Harshith @HarshithLucky3]

Gemini 4 carbon 🔥🔥

Gemini 4 Carbon + /swarm 🔥🔥🔥🔥🔥

[Logan Kilpatrick @OfficialLoganK]

Gemini

[Alphabetting @wintermoat]

Please make the TPUs go brrr and run some top benchmarks for 0-shot Carbon results with /swarm enabled @OfficialLoganK @clmt @antigravity @kevinhou22 @_mohansolo

[Alphabetting @wintermoat]

@ritu_twts @Octoberry @grok