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Live Chat is now 100% rolled out to all Ultra users on mobile 📱✨ Have real-time voice conversations with your notebooks across ~100 languages. Powered by our latest audio models, ask questions about your sources and get step-by-step guidance (almost) completely hands-free.

Tobi Lütke on the AI agent revolution and future of Shopify @tobi on where agent commerce is headed, sci-fi becoming reality, and his GPU wine cellar. Why did Amazon block Meta's Muse but Shopify welcomed it? I sit down with Tobi in Toronto to discuss why the companies are taking different approaches to agents and how shopping changes when AI starts buying things on your behalf. He explains the early AI shopping behavior he’s seeing. We also get into why he thinks AI makes starting a business easier, the backlash against the technology, and why everyone will eventually have to embrace it to get ahead in their careers. We get into how AI agents will make money, who pays when they handle a purchase, and why advertising gets complicated when your assistant is supposed to work for you. We discuss his experience on Meta’s board and working with Mark Zuckerberg. Lütke also shares why he turned his wine cellar into a GPU server rack and how he uses his personal AI agent that runs entirely from his house. This is one of my favorite pods I've ever done. Timestamps: 00:00 Amazon blocks Muse 02:40 Shopify's approach to AI agents 07:00 How AI agents will change shopping 11:05 Sci-fi and tech optimism 17:57 Zero-sum thinking vs. abundance 21:20 AI backlash and the founder advantage 45:28 Building an AI-first Shopify 52:18 Who profits from agentic commerce? 01:03:22 How Shopify stays ahead 01:10:39 Advertising and discovery in the agent era 01:16:02 Rack, Cellar, and Claw Links: Spotify: https://open.spotify.com/episode/71xOycjYFjWEVSqhTpYPv8?si=rtVJne2kSr6L6QnAZWRGYw Substack: https://sourcesnews.substack.com/p/tobi-lutke-shopify-ai-agents YouTube: https://youtu.be/r9SHzCW9zxo Apple Podcasts: https://sources.news/p/tobi-lutke-shopify-ai-agents This episode's presenting sponsor is @hyperagentapp Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury

Google’s Gemini 4 Carbon is the new #1 on the Artificial Analysis Intelligence Index v5, and second only to Claude Opus 5.5 on the Artificial Analysis Coding Agent Index Gemini 4 Carbon scores 59 on Intelligence Index v5, driven by leading performance in complex reasoning, knowledge, and scientific tasks. It also has large gains in coding and knowledge work, particularly when compared to other Gemini models, but it is not leading in all these areas. As with launch of Gemini 4 Argon, Gemini 4 Carbon is being rolled out to selected users and is not yet publicly available. Google is offering a 50% launch discount, with no confirmed end date. All our charts and figures use standard pricing for both Gemini 4 Carbon and Argon. Key results for Gemini 4 Carbon with high reasoning: ➤ Gemini 4 Carbon leads the Intelligence Index v5, with the #1 score in 4 of the 9 Index evaluations: HLE-Diamond, Terminal-Bench-Science, AA-Omniscience, AutomationBench-AA. Carbon makes substantial gains elsewhere but is not leading in coding and knowledge work ➤ Behind only Claude Opus 5.5 on coding agents: With Antigravity CLI, Gemini 4 Carbon (high) scores 59 only 3 points behind Claude Code with Claude Opus 5.5 (max, 62) on the Artificial Analysis Coding Agent Index. Carbon ranks second on both Terminal-Bench 4.0 (64%) and FrontierCode v1.1 (51%), behind Claude Opus 5.5 (max) at 56%. Google has historically underperformed in this area and so this improvement stands out ➤ Improved agentic knowledge work, but not yet leading: On AA-Briefcase, Gemini 4 Carbon (high) scores 1609 Elo, a 126-point improvement over Gemini 4 Argon (high, 1483), but still behind models including Grok 4.7 (xhigh, 1638), Muse Wonder (max, 1659) and Kimi K3.1 Pro (1678). The largest gain comes from Presentation, up 293 Elo to 1598, alongside a 120-point improvement in Analytical Quality to 1671 ➤ Lower Cost per Task than Claude Opus 5.5 for comparable overall intelligence: Gemini 4 Carbon costs $7.76 per Intelligence Index task, ~23% less than Claude Opus 5.5 (max, $10.04) but ~1.2x GPT-6 Astra (max, $6.25). It uses 123k output tokens per task, 29% fewer than Claude Opus 5.5 (max, 173k). At the same $4/$20 standard pricing, its Cost per Task is in line with Gemini 4 Argon ($7.68), while scoring 9 points higher on the Intelligence Index ➤ Leading AA-Omniscience v1.1 score, with low hallucination: Gemini 4 Carbon scores 54 on our recently updated AA-Omniscience v1.1, 6 points ahead of Claude Opus 5.5 (max, 48) and 8 points ahead of Gemini 4 Argon (46). Accuracy (% correct) rises 10 points over Argon to 58%, while its hallucination rate rises from 4% to 11%. This is still the second lowest of any model, behind only Argon, compared with 50% for both Claude Opus 5.5 (max) and GPT-6 Astra (max) Key model details: ➤ Context Window: 1M tokens ➤ Multimodality: Text, image, video, and speech input, with text output ➤ Pricing: $4/$20 per 1M input/output tokens, the same as Gemini 4 Argon’s standard pricing, with a 50% discount. Cached input tokens receive a 95% discount ($0.20 per 1M) Congratulations to the @GoogleDeepMind team!

We worked with @therealbradysm, @annuskabarta, and the rest of the multimodal team to bring this incredible new voice mode to Perplexity web. - Natural back-and-forth conversation - Navigate the app entirely by voice - Work across multiple sessions at once Runs on GPT-Live-1. Lots more improvements to come!

We brought Touch to the Mac! From the all-new iPad mini to the 14-inch MacBook Pro and iMac... and now MacBook Pro with PROLED XDR Display and Touch, creators have new tools to do their best work yet.

Exciting news: Gemini 4 Carbon (High) from @GoogleDeepMind just made a huge debut on Arena, landing #1 in Text Arena, #2 in Agent Arena, and #4 in Code Arena: WebDev. Back at the top, Gemini 4 Carbon delivers frontier intelligence and reshapes the Pareto frontier across three arenas. In Agent Arena, Gemini 4 Carbon ranks #2 with a +16.2% net improvement across +21.9K real-world agentic sessions from our global community, surpassing top models GPT-6 Astra and Fable-5.1. At $1.80 median cost per task, Gemini 4 Carbon (High) costs 72% less than the #1 ranked Claude Opus 5.5 (Max). Its standouts by key signals: - #1 Steerability (+18.6%): can the model course-correct when you push back? - #2 Praise vs Complaint (+37.9%): implicit sentiment in users' reactions - #3 Confirmed Success (+18.7%): explicit “yes, that worked” from users In Code Arena: WebDev, Carbon scored 1768 pts landing #4: - Just 2 pts below #3 Claude Sonnet 5.5 (xHigh), at 1770 pts - 89 pts above #11 Gemini 4 Argon (High), at 1679 pts By category, it ranks #3 in Gaming and Simulations, and #5 in Brand & Marketing. In Text Arena, Gemini 4 Carbon (High) is the new #1 with 1528 pts, now ahead of Gemini 4 Argon (High) at #2 with 1520 pts. Congrats to the @GoogleDeepMind team on this huge milestone!

Introducing AssemblyAI-TTS-1, our first text-to-speech model. Natural speech for voice agents, streaming in 90 ms, at $15 per million characters. On accuracy, naturalness, and cost together, it’s the best TTS model you can run at scale.