New Gemini
· Summarized
Key takeaways
- Google's latest Gemini models show significant improvements in performance and cost-efficiency, with broad application potential across coding, security, and knowledge work.
- China is considering tighter export restrictions on AI and chip technology, which could impact global AI development and shift the competitive landscape.
- US authorities are scrutinizing Chinese AI models for potential IP theft via the distillation process, signaling ongoing geopolitical and technological tensions.
- Apple is moving towards a flexible leasing model for its devices through a partnership with Klarna, aiming to make products more accessible amid industry-wide price increases.
- OpenAI continues to see explosive growth in user numbers, indicating widespread adoption of AI tools like Codex and ChatGPT.
- Garmin's new Circa Smart Band offers a simple, power-efficient way to track health and activity, appealing to fitness-conscious users seeking a subscription-free device.
Summary
Google's Gemini AI Model Launches and Performance Improvements
Google announced multiple new models in their Gemini AI suite, including Gemini 3.6 Flash, 3.5 Flash Lite, and 3.5 Flash Cyber. The models are engineered for better coding, knowledge work, and multi-modal performance, with significant reductions in token usage and competitive pricing. Gemini 3.6 Flash, for example, offers higher precision in coding and knowledge tasks, with an advanced knowledge cut-off date of March 2026. Google is also progressing on Gemini 4, with pre-training underway. The new models aim to enhance performance while lowering costs and expanding application in tasks like security vulnerability detection, search, and coding.
Global AI Policy and Chinese Export Controls
China is contemplating stricter export controls on AI and semiconductor technologies amidst rising US-China tensions. Discussions involve limiting overseas transfer of Chinese AI and chip technologies, especially regarding open-weight models like Kimi K3 and Quinn 3.8 Max, which are designed for local customization. These measures stem from concerns over technology acquisition by foreign entities and intellectual property theft, with some proposals suggesting restrictions on exports to slow advanced technological development. Meanwhile, Chinese regulators are also discussing restrictions to prevent foreign access to certain technologies, signaling a potential tightening of global AI development pathways.
US-China AI and Intellectual Property Issues
US officials, including Treasury Secretary Scott Bessent, indicated increased scrutiny over the 'distillation' process used by Chinese companies to reverse-engineer American AI models, which may constitute IP theft. The US plans to investigate Chinese models for potential illegal use of US technology, possibly leading to sanctions. The upcoming US-China AI talks aim to address these issues, with the US emphasizing concerns over Chinese models showing watermarking of American models and the risks involved. This suggests ongoing geopolitical tensions affecting AI development and international cooperation.
Apple's Leasing Program for Devices and Market Strategy
Apple is partnering with Klarna to launch an 'Apple Upgrade' leasing program in the US, allowing customers to lease iPhones, iPads, Macs, and Apple Watches with options to upgrade early, pay off early, or keep their devices at the end of the term. This new subscription-like service, launching around July 28, aims to provide lower monthly payments and more flexible ownership options, especially as Apple increases device prices due to industry shortages. The program excludes certain products and may evolve, replacing earlier financing options, and represents Apple's strategic move to maintain market competitiveness.
AI Adoption and Usage Growth at OpenAI
OpenAI announced that its Codex and ChatGPT Work products have surpassed 10 million users, nearly doubling the usage since their previous reports. ChatGPT itself boasts over 900 million weekly users, highlighting the massive popularity of AI tools. These figures show rapid adoption of AI for coding, research, and other tasks, although OpenAI doesn't specify active vs. total users, nor whether these are weekly or monthly figures. The data reflects broad acceptance and integration of AI models into daily workflows across organizations.
Garmin's New Fitness Tracker—Circa Smart Band
Garmin launched the Circa Smart Band, a $200, screenless fitness tracker designed to monitor over 80 activities with up to 10 days of battery life. It uses sensors to track health metrics like heart rate, blood oxygen, and skin temperature, helping to detect conditions such as sleep apnea and asthma. The device targets fitness enthusiasts seeking an unobtrusive, subscription-free alternative to competitors like Whoop and Google's Fitbit Air. It can be worn as a wristband or arm band and offers detailed sleep and health analysis via Garmin Connect, emphasizing simplicity and health insights.
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Show notes
Google launched Gemini 3.6 Flash and started pretraining Gemini 4. China weighed tightening AI export controls, Bessent said the US would probe Chinese model distillation, Apple prepped a Klarna-backed leasing program, and OpenAI passed 10M Codex and Work users.
Google launches Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber (9to5Google)
Google launches Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber, and says it has started its "most ambitious pre-training run yet" for Gemini 4 (CNBC)
Sources: China is weighing tightening AI and chip export controls and is consulting leading domestic AI companies, in a bid to slow advanced tech acquisitions (FT)
US Treasury Secretary Scott Bessent says the Trump administration will investigate whether Chinese AI models were illegally distilled from American models, and raises the possibility of sanctions (CNBC)
Sources: Apple plans to launch Apple Upgrade, a leasing program for iPhone, iPad, Mac, and Apple Watch, in partnership with Klarna in the US next week (Bloomberg)
OpenAI says it now has 10M people using Codex and ChatGPT Work, nearly doubling usage from earlier this month when the company announced ChatGPT Work (Bloomberg)
OpenAI says it now has 10M people using Codex and ChatGPT Work, nearly doubling usage from earlier this month when the company announced ChatGPT Work (Implicator AI)
Garmin launches the Cirqa Smart Band, a $200 screenless fitness tracker that monitors 80+ activities with an up to 10 day battery life, to compete with Whoop (Bloomberg)
Garmin launches the Cirqa Smart Band, a $200 screenless fitness tracker that monitors 80+ activities with an up to 10 day battery life, to compete with Whoop (The Verge)
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