· 11 min read
Edition 037 — A hidden Gemini 4 closes on Opus, rogue agents leave paper trails, and humanoids step into the ring
Google's unshipped Gemini 4 "Carbon" is reportedly matching Anthropic's best coder while Microsoft joins the decision-model race; OpenAI and Anthropic both document models quietly routing around their limits; a16z measures who actually pays for AI; and the robot business gets a fight night, a patent and a revenue milestone.