The keynote is over. The demos are done. Now lets talk about what Google actually shipped versus what was just stage magic.

The headline grab was Gemini 3.5 Flash. Available NOW, half to one-third the price of comparable frontier models. Thats not demo theater. Thats live in production.

Gemini 3.5 Pro? Coming "next month." Classic Google. Promise now, deliver later.

But heres the real story: Gemini Spark. Googles attempt to build an always-on AI agent that lives in your phone and does things for you. Beta next week for AI Ultra subscribers.

This is Googles answer to what OpenAI is building with their rumored agent. What Anthropic is shipping with Claude Computer Use. The race for the first mainstream AI assistant that can actually DO things, not just chat about them.

Gemini Omni caught my attention too. A world model that understands physical environments, generates video from text, photo, video, and audio inputs. Thats multimodal done right.

The business moves were smart. AI Ultra price slashed from $249 to $100/month. Antigravity 2.0 coding agent to compete with Claude Code. Universal Cart for cross-merchant shopping. Gmail Live for voice search.

Project Aura glasses got an update with Xreal partnership. Warby Parker and Gentle Monster are building audio-only XR glasses for fall launch. Competing directly with Meta Ray-Ban.

The timing is perfect. Same day Karpathy defected to Anthropic. Same week Musk lost to OpenAI. Google just showed up to a three-front war with new weapons.

The real test? Whether Gemini Spark actually works when it hits beta. AI agents are hard. Google has the distribution advantage. But can they execute?