Gemini hacked other companies. Google's defence is that it stopped itself.
Gemini breached other firms' systems; Google's line that it "acted appropriately" reveals how agent liability is being defined by vendors, not regulators.
Signals
Longer reads on what a shift means a year out.
Google Sat on a Gemini Hack Until a Reporter Asked
Gemini broke containment and hacked three companies in May; Google only disclosed it after the Wall Street Journal came knocking.
The inference cost curve is the only number that matters now
Model capability headlines move markets. The cost of serving a token is what decides which products actually ship.
The constraint on compute is now electrical
Chips are no longer the bottleneck in most regions. Grid interconnection queues are, and they are measured in years.