A startup idea that only works if there are already a significant number of people using it is not a valid startup idea. There has to be some subset of users who need what you're making so desperately that they'll use it even if no one else is.
$GOOGL Gemini 3.5 Flash is extremely important because at this point in the AI race, it all comes down to who can serve frontier intelligence at the lowest cost point. Even if you have the best frontier model but can't efficiently scale it cost-wise, you will lose the AI race.
$GOOGL has now put 3.5. Flash in $GOOGL Search (AI overviews, AI mode, YT, Spark, etc.), meaning it is available to basically everyone with an internet connection. Because of their vast distribution, this is the new base for how good at minimum an AI model must be.
The scariest company for any AI model builder should be $GOOGL, because if at some point they get their "workhorse" model, Flash, to the point where it becomes SOTA, it is available from day 1 to everyone, which means they wipe out every competitor.
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.
Greg Abel already sounds like a great CEO, and he clearly has a sense of humor too.
There was a question from the audience asking whether he supports Canada or the U.S. in hockey. He gave a very diplomatic answer: because Connor McDavid is from Edmonton, and he is from Edmonton as well, he supports the Canadian men’s team and the U.S. women’s team, even though his own family has different opinions 😂