Models Lead story
Gemini 3.8 Live and Gemini 3.8 Live Extended Thinking are our most advanced live dialogue models yet, built for natural conversation.
Model releases reset developer expectations, competitive pressure, and the capabilities builders can immediately put into products.
deepmind.google signal 87 primary Hot
The Metric Almost Nobody Reports Why Agents Flip: Sharp Decisions vs. Flat Ones Diagnose, Then Fix Results: Reducing the Gap Without Losing Accuracy The guidelines generalize — they aren't patching one trajectory If You're Shipping an Agent Try It...
Chips huggingface.co signal 88 primary Hot
Boris Cherney, the head of Anthropic’s coding tool Claude Code, last month found himself in the middle of an online spat that highlighted how some developers are finding workarounds to using Claude Code with cheaper non-Anthropic models, including those of rival OpenAI, to save costs.
Policy theinformation.com signal 77 verified
OpenAI has bought Glass Imaging, a startup developing higher quality cameras for smartphones, in a deal valued at $300 million, according to the Wall Street Journal. The startup, founded by ex-Apple employees, was valued at $100 million in a funding round last year. The acquisition could help...
Policy theinformation.com signal 76 verified
Anthropic and OpenAI cannot become profitable unless they can reduce the ratio of training cost to inference profits. In the long run, their survival may depend on outlawing competitive open source models. This can only be done under the guise of safety...
High-engagement X post with 672 visible interactions on frontier model behavior.
@mtsliveSITUATION DETECTED: Periodic Labs used 1,300 H200s, plus months of its own experimental lab data, to train and RL an open-weight model that beats GPT-6 Astra on their internal benchmarks.
High-engagement X post with 171 visible interactions on frontier model behavior.
@mattshumer_Guys, these insane setups are fun and all, but they don't actually make you more productive. You just end up spending more time building the system than actually doing real work. All you need is one agent session that farms out to others and acts as a...
High-engagement X post with 477 visible interactions on frontier model behavior.
@natolambertAn basic idea in scaling RL: Can we allocate more compute to the harder problems? We did this: If your GRPO group has all wrong completions, sample more with probability P (~0.9) -- in search of more GRPO batches with nonzero gradient. It works! Called...
High-engagement X post with 187 visible interactions on AI compute and inference.
@svpinoNew model that looks very different from everything else we've seen before: • It returns decisions with probabilities and confidence • Confidence will let you decide whether you need human review • It can answer multiple structured questions in parallel...
High-engagement X post with 124 visible interactions on frontier model behavior.
@_mohansoloWe’re under high load for Gemini 3.8 Flash on Antigravity and seeing requests error out. We’re actively fixing and will be resetting rate limits as soon as this is resolved.
High-engagement X post with 309 visible interactions on frontier model behavior.
@gdbChatGPT work for operating over and taking actions with your company's data, including building dashboards. just connect your existing tools, including PowerBI, Tableau, Clickhouse, Oracle BI, AWS Redshift, etc..
High-engagement X post with 451 visible interactions on frontier model behavior.
@lyraxanaHOLY MOTHER OF MATHEMATICS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Google is working on a math-focused variant of its DeepThink model, and its raw thoughts are pretty funny.
High-engagement X post with 1,304 visible interactions on frontier model behavior.
@googleaistudio🔈 today we're introducing two new live dialogue models Gemini 3.8 Live: built for scale and cost efficiency, combining conversational intelligence with fluid dialogue and visual grounding. Gemini 3.8 Live Extended Thinking: built for high-complexity...
High-engagement X post with 344 visible interactions on AI developer tooling.
@peterj_walkerShare of wallet (dollars spent) vs share of tokens used. Anthropic vs OpenAI Astra = top model by spend last week Luna = top model by tokens (by a LOT)
High-engagement X post with 124 visible interactions on frontier model behavior.
@sundarpichaiBillions of decisions depend on weather predictions so we introduced WeatherNext 3, our...
Today we have set out how we’re building AI to accelerate science and improve people’s lives. Just some examples in the last week or so: - Mapped all 9B possible single letter genetic changes across the human genome with AlphaGenome Atlas and made it...
High-engagement X post with 615 visible interactions on frontier model behavior.
@officiallogankSay hello (literally) to Gemini 3.8 Live and 3.8 Live Extended Thinking, our new SOTA live audio models, available with frontier price + performance. 3.8 Live supports 97 languages (can seamlessly switch), async tool calls, and more!
High-engagement X post with 1,315 visible interactions on frontier model behavior.
@googleaiIntroducing our most advanced Gemini Audio models yet 🗣 Gemini 3.8 Live and 3.8 Live Extended Thinking let you speak, collaborate, and execute tasks seamlessly, meaning conversing with AI just got a lot more natural. So, what’s the difference between...
Official or high-signal @googleai post with 610 visible interactions on frontier model behavior.
GoogleAll audio generated by our AI products is watermarked with @GoogleDeepMind's SynthID to ensure AI-generated content stays transparent and detectable. Starting today, our new audio models are rolling out for: 🔵 Everyone: Search Live (Gemini 3.8 Live) and @GeminiApp Live (Gemini 3.8 Live Extended Thinking) 🔴 Developers: Gemini API public preview in @GoogleAIStudio 🟡 Enterprises: Gemini Enterprise Agent Platform in private preview, with Gemini Enterprise for Customer Experience coming soon 🟢 Google AI Pro & Ultra subscribers: @GoogleDocs, Google Keep, and @Gmail in @GoogleWorkspace (Gemini 3.8 Live Extended Thinking) Learn more ↓ https://t.co/nooKjtOHph
GoogleGemini 3.8 Live Extended Thinking: For your most complex tasks that need deeper reasoning and higher precision 🧠 It reasons and speaks simultaneously, while maintaining an uninterrupted conversational flow — using early verbal cues like “Let me check that…” so you can follow every thread.
Gemini 3.8 LiveGemini 3.8 Live: For more natural, fluid, and intelligent conversations 💬 It’s built for scale and cost efficiency, combining conversational intelligence with fluid dialogue and visual grounding. Try it today with Search Live in the Google app ↓
GoogleDeepMindWatch how we used 3.8 Live Extended Thinking to act as a programming tutor. Both models feature: 🔵 Upgraded reasoning 🔵 Near real-time visual understanding 🔵 Automatic detection for 97 languages 🔵 Background tool calling without disrupting your chat For your most difficult tasks, 3.8 Live Extended Thinking adds increased performance and precision – narrating task progress to keep the conversation going. Try it now in Gemini Live in the @GeminiApp or start building with the Gemini API via @GoogleAIStudio. Find out more → https://t.co/b0vG4bO6fK
GoogleDeepMindWe’re introducing Gemini 3.8 Live and 3.8 Live Extended Thinking – our best conversational AI. The models talk, think, and handle tasks in the background without breaking your flow. 🧵
@sophiamyangCareer update: I've joined @FireworksAI_HQ 🎆 to lead developer relations. Day 2 and I'm already loving it. I'm a huge believer in owning your own intelligence. Not just running open models, but turning them into something specialized: shaped by your data,...
High-engagement X post with 280 visible interactions on AI developer tooling.
@openrouterOpenRouter users spent more on OpenAI models than on Anthropic models last week. This hasn't happened for more than 2.5 years
High-engagement X post with 499 visible interactions on frontier model behavior.
@martin_casadoAre we seeing the end of the product era? It feels like every company over time evolves to either build a model, build a two sided marketplace on the token path, or verticalize to services.
High-engagement X post with 140 visible interactions on frontier model behavior.
@mtsliveSITUATION DETECTED: House Speaker Mike Johnson rejected calls for an AI moratorium this morning, citing serious national security implications if the U.S. loses its lead to China.
High-engagement X post with 127 visible interactions on AI misuse, safety, or security.
@botLIVE: Watch 3 SpaceXAI employees attempt to build a company in 3 days with Grok Bot. This is Day 1. Matt Palmer (@mattyp), Lauren Tan (@poteto), and Roshan Sadanani (@roshan_s) will set out to build a business from scratch, starting with market research,...
High-engagement X post with 1,361 visible interactions on frontier model behavior.
perplexity_aiPerplexity will come pre-loaded starting with the HP ZBook Ultra G3A and will expand to more HP devices over time. Read more: https://t.co/2O07c1MUWG
Dev tool ChatGPT
Post describes ChatGPT Work operating over company data and connecting existing tools including PowerBI, Tableau, Clickhouse, Oracle BI and AWS Redshift, including building dashboards.
observed
Model release Gemini
Gemini 3.8 Live and 3.8 Live Extended Thinking are introduced as SOTA live audio models with frontier price and performance, 97-language support, and async tool calls.
observed
Model release Gemini
@googleai: Introducing our most advanced Gemini Audio models yet 🗣 Gemini 3.8 Live and 3.8 Live Extended Thinking let you speak, collaborate, and execute tasks seamlessly, meaning conversing with AI just got a lot more natural. So, what’s the differe
observed applies today
Model release OpenAI
Artificial Analysis's Speech to Speech Index lists OpenAI's new GPT-Live-1 at #1 with a score of 81.5, ahead of Grok Voice Think Fast 2.0; the post calls it OpenAI's full-duplex speech model.
observed
Pricing ChatGPT
@victornunez: we launched 2 cool updates today 1. ChatGPT gift cards: use them toward subscriptions and usage credits on ChatGPT web. US only for now. 2. Voice in the desktop app now costs ~60% less, so you get 2.4x as much usage as before. just another
observed launched today; now costs ~60% less
Pricing ChatGPT
@athyuttamre says voice pricing in the desktop app was dropped ~60% for Codex and Work, giving 2.4x more ChatGPT Voice usage than before.
observed dropped prices (effective now)
Governance signals include calls for AI liability and independent audits, a proposed standards body, and bipartisan demands for restrictions, alongside warnings from Bill Gates and China's security ministry.
Frontier model releases +4.5Google released Gemini 3.8 Live and 3.8 Live Extended Thinking as new live dialogue models, with coverage noting voice agents and a variant that calls tools in the background.
AI infrastructure and compute -2.3Reports cover data center power and moratorium effects, chip revenue growth driven by pricing, NVIDIA AI factory production results, and new chip funding for AI agents.
Capital and consolidation -2.6Capital and partnership signals include a reported enterprise spending shift toward OpenAI, a $230M chip raise, a $1B Gates Foundation pledge, advisory appointments, and new paid subscription tiers from Meta.
AI-linked equities are under pressure, with Oracle -3.07%, Super Micro Computer -2.99%, Advanced Micro Devices +2.19% driving the tracked basket lower.
| Ticker | Company | Move |
|---|---|---|
| ORCL | Oracle | -3.07% |
| SMCI | Super Micro Computer | -2.99% |
| AMD | Advanced Micro Devices | +2.19% |
| AMZN | Amazon.com | -2.02% |