Smash Notes

Back to Big Tech’s $3T AI Bet, Claude Writes 90% of Anthropic’s Code, AIs Editing AI Brains | EP #308, with Salim Ismail & Dave Blundin.

How Does Gemini 4 Carbon Compare With Opus 5.5?

Alexander Wissner-Gross says Gemini 4 Carbon looks a little like Opus 5.5. If the posted price and the capability are accurate, Gemini for Carbon moves the frontier up and to the left, toward better performance at lower cost.

The model has not been released yet, and it is entirely possible that Google is dumping cheap tokens or subsidizing the price. The picture stays hard to know until the model is generally available. At the earlier Gemini for Carbon launch, the podcast had hand-wringing over whether the model was really on the frontier. With cost on one axis and performance on the other, the gap is plain: if Gemini 4 Carbon did not exist, a big gap would sit in the Pareto frontier.

A chart of models by domain shows the frontier is spiky. Law is anemic. Biology, cyber, alignment, and material science show up as dimensions of intelligence, where past spider charts on the podcast usually showed emotional intelligence and quantitative intelligence.

Grokipedia·Gemini·Carbon

Transcript

Big Tech’s $3T AI Bet, Claude Writes 90% of Anthropic’s Code, AIs Editing AI Brains | EP #308 ·

Moonshots with Peter Diamandis

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  4. Will Sovereign AI Run Governments?Alexander Wissner-Gross sees no future in which governments are not being run by sovereign AI systems.
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  6. Why Is GPT-5.2 So Far From GPT-6 Astra on Everyday Tasks?Alexander Wissner-Gross says GPT-5.2 sits far from a tight cluster running from GPT-5.4 to GPT-6 Astra on a price-versus-performance chart of everyday tasks.
  7. How Much Does a Top AI Model Cost Per Day?Peter Diamandis says the highest and most expensive model costs about a buck for a day of equivalent human labor.
  8. How Much of Anthropic's Code Did Claude Write?Peter Diamandis says an Anthropic SEC filing shows Claude authored 90% of September 2026 code contributions, and the share was over 90%.
  9. Can AI Already Edit Its Own Weights?Alexander Wissner-Gross is more than 90 percent confident that AI is already editing its own weights.
  10. How Did Hackers Spoil Grocery Refrigerators?Peter Diamandis says attackers got into grocery refrigerators that technicians manage online 24-7 and switched on defrost mode, spoiling food in stores across…
  11. Why Is Treating a Job as Your Purpose a Mistake?Salim Ismail says treating a job as your purpose was a basic mistake, because employment got conflated with purpose.
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  13. Does Living Next to a Data Center Make You Rich?Salim Ismail takes up Donna Daves's question about how living next to a data center makes you rich when living next to a factory did not, and he is not even…
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