The last three weeks felt like a phase transition. Not the kind you measure in benchmark deltas ' the kind where the substrate underneath frontier AI quietly rearranges itself, and the org charts and cap tables that fall out look nothing like what we had in April. Google set the tone at I/O. Sundar called it the 'agentic Gemini era,' and for once the marketing copy matched what shipped. Gemini Omni landed as the headline ' an any-to-any generative model anchored on video, a real step forward in multimodal editing and world understanding ' but the more consequential release was Gemini 3.5 Flash paired with Google Antigravity, their agent-first development platform. The pitch flipped from 'AI that helps you write' to 'agents that help you act.' Stack the new TPU 8i underneath, and Google now owns a vertically integrated agentic pipeline from silicon up through the IDE. It is the most coherent agent story any frontier lab has shipped this year. Then, on May 19, Andrej Karpathy joined...
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