
Hey, Alex here, just got back from the sunny Shoreline Theater in Mountain view, so let me catch you up! This week was definitely Google heavy, we are covering Google’s IO conference for the third year in a row, and today we have a special guest, Logan Kilpatrick, is joining to discuss the announced Gemini 3.5 Flash, Google Omni model, and the new Managed Agents offerings. Plus, this week, for the first time, OpenAI announced that AI solved a Math problem that humans couldn’t solve for 80 years, Cursor is showing off Composer 2.5 which is partly trained on XAI data, Karpathy joins Anthropic and much more! Let’s dive in! P.S - We’ve announced our upcoming hackathon, Weavehacks-4, June 6-7, I’ll be there, we’re expecting the seats to run out very soon so register nowThursdAI - We’d love to have your subscription, and if you’re already subscribed, please hit that bell on YT to never miss an episode!Google I/O 2026 - Google goes agentic everywhereI went to cover Google I/O for the third year in a row, shoutout to the DeepMind team for inviting ThursdAI again, and folks, this one felt different.Last year, Google I/O was still very model-centric. This year, the story was not “here is another benchmark chart.” The story was: Google is putting Gemini into everything, and the agentic layer is becoming the product layer. Search, Gemini app, Android, Workspace, YouTube, AI Studio, Cloud, Antigravity, Flow, managed agents, smart glasses, all of it is now orbiting around one pretty clear strategy: Gemini is the intelligence, Antigravity is the agent harness, Google’s products are the distribution. I saw many reactions that were milquetoast, as in, “we expected more” and those seem to dominate the X feed. But I think the distribution is the part that many folks on X are missing. Yes, we can argue about Gemini 3.5 Flash pricing. Yes, we can argue whether “Flash” still means what Flash used to mean. But when Google says the Gemini app itself has 900 million monthly active users, before even counting Search, Gmail, YouTube, Docs, Drive, Android, and the rest of the Google surface area, that’s massive! OpenAI ChatGPT is supposedly stagnated at ~900M, I don’t remember them crossing a 1B. Meanwhile Google is gaining traction. And they just updated all those folks with a new model!Wolfram said it really well on the show: his mother is not sitting there reading model cards. She just uses her Pixel, voice unlocks Gemini, asks for help, and suddenly the default intelligence available to her goes up. Antigravity 2.0 - the agent harness takes center stageThe biggest strategic signal from Google I/O for me was Antigravity.Remember, Antigravity was an IDE that came from the Windsurf acquisition saga. Part of the Windsurf team went to Google, part went to Cognition, and now Google is very clearly putting Antigravity in the middle of its agentic future. And I mean very clearly. Sundar mentioned it. Demis mentioned it. Varun Mohan the co-founder was on stage immediately after them! If you’ve ever watched a Google I/O keynote, you know how carefully every minute is allocated. Google has YouTube, Search, Gmail, Android, Cloud, Ads, Workspace, and a thousand VP-level products that could be on stage. The fact that Antigravity was that prominent should tell you everything.Logan Kilpatrick joined us and framed this in a way I loved: Gemini became the through-line across Google products, and now the Antigravity agent harness is becoming the through-line for agentic experiences.The new Antigravity 2.0 is a complete overhaul, showing only an agentic interface (which was previously just a separate window called Agent Manager) and separating the IDE layer completely into its own app and showing a Codex like agent-first interface, which got a few folks furious. This move may be weird to some folks, but if you follow along where everyone’s going, this seems to be the way of the future, coding is no longer about lines of code, it’s about managing fleets of agents. The new Gemini 3.5 absolutely shines inside the new Antigravity, the model was trained with this harness in mind, and is currently offered at an incredible speed (12x), so I’m definitely going to try it! Gemini 3.5 Flash - fast, determined, and maybe not the old “Flash”The most debated model release of the week was Gemini 3.5 Flash.Some folks saw the pricing and token
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

📅 ThursdAI - Jun 4 - NVIDIA drops Nemotron 3 Ultra (550B open), Microsoft becomes a frontier lab, Ideogram 4 goes open, Agent Arena & more

📅 May 28 - Opus 4.8 ships mid-show, the Pope writes 42K words on AI, 11labs dubs the world and DeepSwe breaks coding evals

ThursdAI - May 14 - TML Interaction Models, Musk v Altman Disclosures, CW Sandboxes & /goal Takes Over

📅 ThursdAI - May 7 - Interviews with Sunil Pai, Sally Ann Omalley from AI Engineer Europe
Free AI-powered recaps of ThursdAI - The top AI news from the past week and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.