3.5 pro was clearly a miss. It should have been in prod mid may, not MIA in late July. The brain drain at deep mind is a clear indicator that the people who know the most think that they can’t stay at the frontier.

Antigravity NEEDED to be game-changing. Without the stream of data that Claude, Codex, and Cursor enjoy there is little chance of getting an effective reinforcement learning loop. For the first time in its history, GOOG is at a meaningful data disadvantage, and apparently a cultural one as well.