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logan kilpatrick

T3 · host / generalist

Logan Kilpatrick runs Google AI Studio and the Gemini API at Google DeepMind, focusing on developer platforms and the next generation of AI builders. He previously worked at OpenAI on developer relations.

2 calls·2 names·100% bull·last heard 4 months ago·Sequoia Capital
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$GOOGLAlphabetposition

Google's anti-gravity agent harness becomes new through-line for all products, replacing Gemini

Google is rebasing all 50+ products onto the anti-gravity agent harness as the new universal through-line, enabling agentic native products that take action on users' behalf. Cannibalization fears are overblown — search proved AI is positive-sum, increasing total usage rather than reducing eyeballs.

Sequoia Capital2026-06episode →
2ndmedium conviction
$WINDSURFWindsurf

Google acquired Windsurf team to build anti-gravity coding agent harness

Google acquired the Windsurf (Codeium) team to build the anti-gravity coding agent harness because making a great long-running coding agent requires a product that actually does that — the model improvement flywheel needs real usage data from a production coding agent.

Sequoia Capital2026-06episode →

most discussed · click a bar to filter

  • $GOOGL
  • $WINDSURF

recurring themes

  • AI Coding Agents1
  • World Models & Simulation1
  • AI Applications1
  • AI Agents1
  • Enterprise AI Adoption1
2 total
$GOOGL
···
Alphabet
HIGHlogan kilpatrick·Sequoia Capital·4 months ago·Google DeepMind's Logan Kilpatrick: Why the Model Eats the Harness· position
Google's anti-gravity agent harness becomes new through-line for all products, replacing Gemini
Google is rebasing all 50+ products onto the anti-gravity agent harness as the new universal through-line, enabling agentic native products that take action on users' behalf. Cannibalization fears are overblown — search proved AI is positive-sum, increasing total usage rather than reducing eyeballs.
"historically like prior to Gemini, there actually like wasn't a through line for the, you know, probably sub-100 number of Google products that we have... Gemini, it became this t…"
3:06
$WINDSURF
Windsurf
MEDlogan kilpatrick·Sequoia Capital·4 months ago·Google DeepMind's Logan Kilpatrick: Why the Model Eats the Harness
Google acquired Windsurf team to build anti-gravity coding agent harness
Google acquired the Windsurf (Codeium) team to build the anti-gravity coding agent harness because making a great long-running coding agent requires a product that actually does that — the model improvement flywheel needs real usage data from a production coding agent.
"I think one of the takeaways is that it's actually really hard to make a great coding model for this like um for this developer use case of like really long running sweet work if…"
16:10
9
AI Coding Agentstailwind
Coding agents are narrow superintelligence; model eats the harness in 12 months
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.
8
World Models & Simulationtailwind
Omni model blurs world model definition; single multimodal model replaces ensemble
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.
8
AI Applicationstailwind
Vibe coding enables personal software; 350k Android apps built in AI Studio in one week
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.
8
AI Agentstailwind
Anti-gravity agent harness powers all Google products; model eats scaffolding
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).
7
Enterprise AI Adoptiontailwind
Enterprises only see coding agents working today; science and finance verticals coming this year
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.
7
AI Infrastructuretailwind
Post-training gains (3.5 Flash) surpass pre-trained Pro models; pre-training windows matter
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.
7
Generative Mediatailwind
Omni model edits video while preserving human authenticity; not AI avatars
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.
6
AI Economics & Business Modelstailwind
Agentic AI is positive-sum for search/ecosystem; maximize outcomes not eyeballs
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.