The Hinge

Google DeepMind's Gemini 4 Carbon tops two leaderboards; cyber defenders get it first

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Welcome to The Hinge, a daily briefing on AI developments with macrostrategic significance.

00:00:00 Google DeepMind's Gemini 4 Carbon tops two leaderboards; cyber defenders get it first

00:01:30 Alphabet spends $51bn in a quarter; its free cash flow is minus $9.1bn

00:02:57 Microsoft lifts the veil on Azure's revenue, $33.2bn, and books $10bn from OpenAI

00:04:12 DeepSeek and Moonshot…