Apple’s ‘Pro and Tell,’ Google’s Two New AI Models, OpenAI Eyes Google’s Custom Chips | Diet TBPN
John Coogan and Jordi Hays react to Apple's touchscreen OLED MacBook Pro, Google's Genie 4 world model and Gemini 4 Carbon, OpenAI buying Google's chips, and the fast-rising valuation of personal agent startup Instinct.
The gist
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Coogan, at his first in-person Apple event, says the OLED display matters more than the touchscreen, with the 14-inch MacBook Pro around $2,900.
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The light-up Apple logo got the biggest applause, and Coogan guesses it costs about $2 per unit, small next to today's higher prices.
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Google's Gemini 4 Carbon ranks first on the Artificial Analysis index at 59, and Coogan says he liked Gemini 3 for its short answers.
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OpenAI plans to buy Google's TPUs, and SemiAnalysis reports Anthropic leased 1.7 gigawatts this quarter, including 360 megawatts in Queensland, Australia.
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Instinct is reportedly raising at $30 billion, and Coogan argues a big tech acquisition should be allowed since personal agents are fiercely competitive.
"I like Gemini 3. I thought Gemini 3 had a good flavor to it. Maybe it was overly benchmarked, but it felt like it wasn't too verbose. Felt like it answered questions in one page of text, and so I could see the answer and parse it easily, as opposed to getting pages and pages, ..."
▶ Play at 11:4473 creators recommend it, including Claire Vo, GaryVee, and Dave Blundin.
See all on the Gemini pageWhat they recommend · 1 pick
"I like Gemini 3. I thought Gemini 3 had a good flavor to it. Maybe it was overly benchmarked, but it felt like it wasn't too verbose. Felt like it answered questions in one page..."
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