u/TC-OR-GTFO

Author is long $GOOG because Google is confirmed to be spending heavily on recursive self-improvement, with Sergey Brin and a DeepMind executive tying AI spending to RSI, and an unconfirmed leak claims self-improving models are running and now pointed at frontier Gemini. The mechanism is that RSI would let AI automate model improvement and accelerate deployment; the author cites Gemini Flash release cadence shrinking from twice a year to roughly every three weeks as evidence of early speed-up on the small model before moving to the big model. If Google cracks RSI first, it could pull away from other model providers and competitors cannot catch up merely by hiring researchers. Main stated risks: the leak is unconfirmed, Google has only confirmed investment, and Google has not commented on the Anthropic/OpenAI call to halt model development, which could slow release timelines.