Logan Kilpatrick is a member of the technical staff at Google DeepMind. In this conversation, we break down whether Google is actually behind in the AI race, the strategy behind Gemini 4's massive pre-training run, and how DeepMind decides between chasing general intelligence versus building specialized products. We also discuss China's open-source AI labs and why measuring real progress toward AGI might be harder than building the models themselves.
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- 0:00 - Intro
- 0:51 - Is Google behind in the AI race?
- 2:47 - Frontier commitment & the Gemini 4 pre-training run
- 8:31 - Build vs. buy: Google's AI acquisition strategy
- 13:13 - Chinese AI labs, competitors & filtering the hype
- 19:03 - The ambition problem & where Google chooses to compete
- 21:39 - General intelligence vs. specialized AI products
- 35:01 - Inside DeepMind: Genome research & the innovation flywheel
- 41:52 - Kaggle & the race to actually measure AI progress
- 48:25 - The AI data economy: why data is the new bottleneck
