(00:00:00) Google Search Goes Agentic, Copilot Billing Shock & Polsia's Zero-Employee Bet
(00:00:48) Gemini Flash Pricing Reshapes Model Selection
(00:01:32) Anthropic's Enterprise Security Counter-Move
(00:02:10) GitHub Copilot June 1 Billing Switch
(00:02:49) Reflexivity AI Inside Trading Platforms
(00:03:24) Polsia No-Employee Company Claim
(00:03:54) Key Signals to Watch

Google just redefined what a search result is. Starting now, paid subscribers can receive custom interactive dashboards and live mini-applications built on the fly — not a list of links. The technology, called Antigravity, is part of Google's broader pivot to agentic AI announced at I/O: systems that don't just answer questions, they take action.

Driving those workflows is Gemini 3.5 Flash, launched at roughly one-third the cost of comparable competitor models. For businesses running AI at scale, that's a procurement signal, not just a feature update. Notably, Google shipped Flash before Pro — signalling it's the intended default for autonomous enterprise workloads in 2026.

On the same day, Anthropic made a quieter but significant move: VPC-based sandbox execution and secure tunnelling for enterprise clients. Three of the four largest global audit firms now run Anthropic models. KPMG has a 276,000-seat deployment. The strategic split is clear — Google is optimising for speed and scale; Anthropic is targeting compliance and regulated industries.

Meanwhile, GitHub Copilot switches to credit-based billing on June 1st — eight days away — and the per-credit rates haven't been published yet. If you run Copilot across a dev team, model your usage now.

Elsewhere: Reflexivity raised $30M to embed AI research tools directly inside Interactive Brokers, raising real questions about correlated retail trading behaviour. And Polsia — a startup claiming $10M revenue with zero employees — just raised $30M, prompting fascination and scepticism in equal measure.

The throughline: AI is no longer a layer on top of your tools. It's becoming the operating layer underneath them.

This episode includes AI-generated content.