Google Confirms Next-Gen Flagship Model Gemini 4 Is Coming Soon, Possibly Before Year-End
Summary
Koray Kavukcuoglu, head of Google DeepMind, said at The Information's AI Agenda Live summit that the next-generation flagship model Gemini 4 has entered early post-training and could arrive "well before the end of the year." Google had previously promised Gemini 3.5 Pro for June but never shipped it, pivoting instead to smaller, cheaper Flash models. Kavukcuoglu said the current focus is Gemini 4 and expressed "100 percent" confidence in his team.
Bubble analysis
This is a model-release-timing story with no capex, valuation or funding figures, so it speaks only indirectly to whether AI is an investment bubble. It mainly reflects competitive pressure and the intensity of model iteration among leading labs, not whether the investment returns are materializing.
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