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Closed Frontier Labs Are Pulling Ahead of Open AI | Melvin Johnson

13.11.2026 · 12 Min.

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Melvin Johnson, VP of research leading Gemini post-training at Google DeepMind, joins MTS to unpack the rapid rollout of the Gemini 4 model family—Argon, Carbon, and today’s workhorse release, Hydrogen. He breaks down how Hydrogen outperforms flagship models on key benchmarks, why Google’s vertical integration with TPUs and massive distribution keeps frontier labs ahead of open-weight models, and where agentic consumer products like Search AI Mode are heading. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.



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Timestamps:

(00:00) Introduction

(00:46) The Gemini 4 Model Family

(02:52) Google’s Structural Advantages And Strategy

(04:55) Frontier Labs Versus Open-Weight Models

(07:34) Future Consumer Agentic Products

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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

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