logan kilpatrick

Coding has become the first vertical where AI achieves narrow superintelligence, enabling developers to tackle 10x more ambitious problems. The external agent harness (scaffolding) will be absorbed into models natively within 12 months, shifting alpha to new frontiers.

Google's Omni model is a single unified model (not routing) that understands the world across video, audio, image, and text — blurring the line between world models and generative models. This architectural shift enables scalable world understanding vs. expensive action-conditioned video models.

AI Studio saw 350,000 Android apps created in a single week — most solving personal problems that wouldn't have been built before. Native mobile capabilities (sensors, messaging, OS integration) unlock richer experiences than web, making Android the platform for builders.

Google's anti-gravity harness — spanning IDE, CLI, SDK, and managed API — is the shared agent infrastructure powering Search, Gemini app, Cloud, and Android Studio. The pattern repeats: scaffolding leads, then models internalize it (search, code execution, harness).

Enterprises report only coding agents work reliably today, but longer-horizon agents are spiking in capability (3-day autonomous runs). Verticals with verifiability — math, finance, science — will see superintelligence next, with science being the most impactful early win for public perception.

Gemini 3.5 Flash surpassed all previous Pro models purely through post-training gains, demonstrating that pre-training compute windows and cluster availability create lagging external perceptions. The 'Avengers of AI' coding team at DeepMind is iterating rapidly on post-training for coding.

Omni's video editing preserves the creator's words, voice, and personhood while altering non-personal elements (sets, objects) — amplifying authenticity rather than replacing humans with AI avatars. This 'island videos' approach feels like the right generative media paradigm.

Contrary to cannibalization fears, AI answers increased search volume (positive-sum). Google's success metric shifts from maximizing eyeball time to maximizing customer outcomes — agents doing tasks so users live their lives. Advertising will evolve via generative engine optimization (GEO) correlating with SEO.