The signal from Davos was unambiguous: the raw model-scaling gold rush is fading. As Ilya Sutskever put it, we’re ramping up an "age of model research and discovery." The magic now lies in the design of the AI nervous system, not just the size of the AI brain. I joined leaders at the World Economic Forum to map this shift.

Have fun tonight, NY!

Congrats to Coach Brown, Finals MVP Jalen Brunson, OG, and the rest of these incredible NBA Champion @NYKnicks! What a run!

NEW YORK, NEW YORK 🏆

They got TIMMY!! 🍾🍾 @RealChalamet x @nyknicks

Future of Columbia tennis 👇

Congratulations to Nicolas Kotzen for being named to a trio of ITA Northeast Region Awards! Our guy was named the Arthur Ashe Leadership & Sportsmanship The Rafael Osuna Sportsmanship And Senior Player of the Year! #RoarLionRoar 🦁 // #OnlyHere 🗽

Companies say they've adopted AI. Almost none have actually changed how they work. Stanford's 2026 AI Index: adoption is at 88%, but even among the biggest firms only ~1 in 10 have fully scaled it. Most are still just experimenting. Everyone has the models now. Almost no one has rebuilt around them.

This hurts to say as a Gemini Encoder-Heavy PM… But Gemma 4 is encoder-free. 12 billion parameters, beating 27 billion parameters and running on a 16GB laptop, for free!? That sentence wouldn't have made sense 18 months ago. But that's our new Gemma 4 12B, an open model you can download and run on your own machine. No cloud bill or per-token cost 🤯 Is AI on its way from something we rent to something we own? Congrats, Gemma 4 team. 🙂

It's official. Game 3 of the NBA Finals between the New York Knicks and San Antonio Spurs is now the most expensive NBA game in history. The cheapest ticket available? $10,622 per seat. This game will shatter every previous record by a mile.

Genetic engineering in human embryos is here. Today, in a world first, @Columbia and @nucleusgenomics announce high-efficiency editing of human embryos. The study, led by Dr. Dieter Egli's lab at Columbia University, with Nucleus Genomics’ Dr. Nathan Treff as a senior co-author, achieved editing efficiencies of up to 100% at targeted loci. Simultaneously, we showed no detectable editing-induced chromosomal abnormalities and low off-target activity. In other words, this is the closest we've come to practical, high-precision gene editing in human embryos. We are also excited to announce we will be funding and participating in the next phase of this research, alongside Columbia and Dr. Egli. We see ourselves as a natural pathway for eventually bringing technologies like this into clinical care as part of a broader genetics platform — a full "Genetic Optimization" stack. @nytimes broke the news in what is a historic moment for Genetic Optimization. See story in thread.

... and he barely studies, for the record

Michael Zheng repeats as @ITA_Tennis All-American Senior takes home the honor for an unprecedented fourth time 🗞️tinyurl.com/2nzw5ssy #RoarLionRoar 🦁 // #OnlyHere 🗽

Breaking News: Sonny Rollins, a jazz great with a forceful and imaginative approach to the tenor saxophone, has died at 95. nyti.ms/4tTIbni