Matt: Gemini & FSD

Two interesting AI updates this week: It’s nice to read Andrej Karpathy’s review of Tesla’s FSD v13, as someone who was involved with creating their first self-driving efforts. I’ve only experienced v12, so very excited to try out the latest generations soon. Ubiquitous self-driving will reshape cities and save countless lives.

On the heels of announcing a $40B investment in Texas, Google has launched Gemini 3. It’s still funny how every organization ships its org chart with the naming and accessibility of the various models it releases, but, more broadly, it is so exciting to see so much intellectual capital focused on this area, with the frontier labs leapfrogging each other every few months. Every model has a feel, and with Gemini 3 you start to feel the breadth of Google’s long investment in the space show up in interesting ways. Yet it can still be beaten in coding by an upstart like Anthropic with a fraction of Alphabet’s resources.

What a time to be alive. Witnessing multiple excellent organizations ship the best work of their career rapidly is invigorating and inspiring; the competition drives better results, and the diffusion of new approaches is rapid. The consumer surplus that we all benefit from is just beginning to be felt; we’re maybe 1 or 2% impacted in the economy so far.