Not meaningfully next to “It’s the ~same product managers targeting the ~same metrics with the ~same users; of course they experience convergent evolution.”
MARKET TRENDS
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Gemini 2.5 Pro Ranks #1 on LMArena with Google Search
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Gemini 2.5 Pro ranks #1 on the LMArena search arena (when powered by grounding with Google Search) right out of the box!
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FTC Investigates Facebook Antitrust Claims in Social Networking
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Facebook is getting investigated by FTC for anti-trust in social networking. They claim it has ~no competitors. It got a government witness to agree on stand that ~all usage of their core apps counts as social networking. FB then screen grabs common use cases on its apps.
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Google Leads on Multiple Fronts in AI Metrics
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Google is now leading on multiple fronts on AI metrics.
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OpenAI Launches GPT-4.1 Using Scale AI Benchmark
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Congrats to @OpenAI on the successful launch of their GPT-4.1 model 🙂 Great to see their team utilize the @scale_AI MultiChallenge benchmark to measure multi-turn instruction following
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FTC Launches Antitrust Trial Against Meta Over Instagram WhatsApp Acquisitions
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Big day in court today between the FTC and Meta for Day 1 of the antitrust trial taking place in D.C., where the government is accusing Meta of monopolistic behavior by acquiring Instagram and WhatsApp. Wish I could’ve attended IRL like I did for the DOJ v Google adtech trial.
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Google Cloud Next: Major Brands Scale Content with Generative AI
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My recap of #GoogleCloudNext that I wrote last week is finally live, featuring one of the themes: how Google is getting major brands like @LOrealGroupe and @MDLZ to create, iterate and scale content using generative AI. One example: The legendary creative agency @GSP created a
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Sonar Models Outperform Competitors at 50-90% Lower Cost
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Even with superior performance, Sonar models remain 50-90% cheaper than leading competitors.
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Search Arena reveals key factors in AI model preference rankings
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Search Arena revealed three factors strongly correlating with human preference: • Longer responses
• Higher citation counts
• Citations from community sources Sonar models had substantially higher search depth, citing 2-3x more sources than equivalent Gemini models. -
Gaming Market Expansion: India’s Emerging Opportunity for Creators
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America's gaming creators are very well paid because lots of games need to be marketed there because there's demand. We have this crazy opportunity to make this market in India too now. More wins = more funding = more games.