$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Gemini 3.7 flash is the first early sign from Google that the execution on workhorse mid-sized models hasn't been impacted by the departure of lots of engineers, and the process is actually working.
A frontier model is still months away, and I still think this is overvalued, but it might be an encouraging sign for the most devoted bulls. I was closer to that camp a couple of weeks ago, now I'm just a regular bull.
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