Google isnāt waiting around.
The Information reports that DeepMind head Demis Kavukcuoglu said Gemini 4 is already in early post-training, with Google aiming to release it well before year-end.
But the interesting part isnāt just Gemini 4.
Itās the speed.
Google reportedly wants to get an early post-training result out as soon as possible, then continue with rapid updates.
That changes the AI race.
Instead of waiting months for one major model launch, Google appears to be pushing toward a continuous upgrade cycle.
And Google has some serious advantages behind it:
š¹ Massive computing infrastructure
š¹ Gemini distribution across Search, Android and Cloud
š¹ DeepMindās research capabilities
š¹ Billions of existing users
š¹ A huge advertising and cloud business to monetise AI
The challenge?
OpenAI and Anthropic arenāt standing still either.
The next phase of the AI race may be less about who launches the most impressive model once ā and more about who can improve fastest while turning better models into real revenue.
For $Alphabet(GOOGL)$ Gemini 4 could be an important test of whether Googleās AI strategy can translate its enormous infrastructure and distribution advantage into a stronger competitive position.
š My question:
Does Googleās ability to iterate faster make $GOOGL more interesting, or is the AI model race already too competitive?
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