I'm happy to share that Mojo and MAX are now fully open - for development, extension, and commercial use! This includes the full Mojo programming language, but also the MAX graph compiler, MLRT runtime internals, and hardware abstraction logic. Get your agents going!👇

Spent years watching models ace a single image and completely whiff on anything that moves or changes angle. Today we’re fixing that. Try Glimpse now, our first visual thinking model with competitive frontier performance compared to Astra on key public visual reasoning benchmarks.

Nvidia is reportedly in talks to acquire Reflection AI. On Vercel’s AI Gateway, open-weight share of tokens went from 7% in December to 56% in August, while taking just 14% of spend. By one day in mid-September, it hit 78%. Anthropic shows the split. From June to July, its spend share rose from 61% to 64% while its token share slipped from 32% to about 30%. Pricing power is holding for now. The usage data tells us an interesting pattern: open wins the token volume, closed keep the dollars. The driver is agents looping in the background, planning, retrieving, and revising. Developers route that repetitive middle to open models at lower cost and save closed APIs for the calls where a mistake is costly. So how would the token volume and dollars flow in the next few years?

Dusting off this tweet from April because this gap in shared understanding of LLM capability is *widening*. It's now less "two groups of people speaking past each other" and more a sharp funnel. - Napkin math somewhere around 6B people (~75% of the population) have barely come in contact with LLMs at all. - Around 1-2B (~20%) are casual and infrequent users of free-tier ChatGPT-like products. This group sees derpy chatbots and treats them a bit like a better Google search, a writing aid, or etc. Maybe an agent tries to book you a flight. I have non-tech friends who (reasonably, imo) say they have not much use for it at all. Even many professionals outside of math&code are in this tier. For example, execs and many other functions spend a lot of their time talking to other people, so while they understand what is happening intellectually, it is still second-hand and a bit abstract. - Now we get to professional use of frontier-grade LLMs in math&code. Somewhere around 20M people (0.2%) see first-hand that large, complex projects that used to take them weeks/months can now be completed by agents with a prompt. Building apps, copying apps, translating apps, decompiling apps from binaries... This has all happened very quickly and recently - less than 1 year ago, I was writing code manually by hand, typing memorized computer code commands into a code editor character by character, occasionally pressing Tab to autocomplete a little chunk of code. - And finally we get to the ~5,000 people (~0.00006%) with access to frontier-grade systems internally. The external world has seen the preview. It looks like swarms of thousands of agents collaborating over weeks on software mega projects: minting zero days, running cyber attacks and defenses at machine speeds, discovering new science, advancing the frontier of mathematics. Things that would have taken top professionals in the industry years of work. Meanwhile, human review and comprehension are starting to fall behind. For example, people are still involved in the "archeology" of the OpenAI-HF incident from many months ago. Mathematicians may be poring over the 722 manuscripts on frontier mathematics for a while. The funnel is driven by a combination of factors: 1. The impact scales with ambition, problem size, and horizon. A question with a paragraph answer barely stresses the system. You need a reservoir of big, difficult problems that you really care about. This aspect drives the consumer / professional dimension of the funnel. 2. The jaggedness of the system (which I have written about a lot separately). Capability peaks in domains that are digital, verifiable and economically valuable. This is because LLM capability emerges from reinforcement learning on verifiable rewards on a curated environment mixture driven by revenue potential. This aspect primarily drives the area (e.g. math&code) dimension of the funnel. 3. Access. Free-tier, paid-tier, internal. So this is the weirdness of the moment. The general public has mostly not interacted with these systems. When they have, it looks like a derpy chatbot. The majority of professionals still see only a modest uplift. And a small sliver of professionals are experiencing the vertigo of the curve going vertical. And it is all happening at the same time.

Introducing Underdog, your Private Personal AI on devices you already own Today we're announcing our backing from @a16z @khoslaventures @HummingbirdVC Anthology (@AnthropicAI @MenloVentures) @patrickc @naval @rauchg @polynoamial @Thom_Wolf @Mascobot @tszzl @OfficialLoganK and other top AI leaders Our mission is to provide free, capable, reliable and private AI to billions of people. Underdog’s Law: today’s frontier intelligence reaches your devices in six months. We’re starting with fast, capable AI that runs on consumer hardware. By co-designing models and inference engines, we’re pushing the frontier of capability, speed, power and data efficiency. Our research also spans agentic commerce, confidential inference, and how AI will reshape the internet economy. Privacy and capability no longer needs to be a tradeoff. If you believe in this future, join us. Time to build.

Introducing Gemini 4 Argon – our new frontier model. It’s built for complex workflows across coding, enterprise knowledge work, and cybersecurity defense – rolling out today to a set of trusted testers through our Fairwind Program.

Excited to show you all what we've been working on :)