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Not a great month for hardware wallets. Trezor disclosed a breach at its shipping provider affecting ~13.7K recent customers. ~11.7K had full name, email, phone and shipping address exposed. Trezor systems/private keys were not compromised. The leak directly links identities and physical addresses to known crypto holders, creating significant phishing, social-engineering and potential physical-security risk. Hardware wallets are often considered "more secure" than software wallets. While I still think that is "generally true" in a few specific aspects, this incident reinforces an advantage of software self-custody wallets (such as Binance Web3 Wallet & Trust Wallet), without purchasing and shipping a physical device that links a user's identity and address to crypto ownership. Not saying hardware wallets are "bad". Just different risk profiles. YZiLabs is an investor in many hardware wallets. Security, privacy and convenience comes in many different shapes. The more we can educate our communities, the better.

Gemini 3.7 Flash is live! - Low latency and lower token costs by 50% while advancing reasoning for coding and agentic loops. - Software Engineering Performance (DeepSWE v1.1): 37.0% ➔ 65.3% - Enterprise Automation (AutomationBench): 13.4% ➔ 30.4% Available now via our APIs, @GoogleAIStudio and @antigravity!

The bottleneck in software development is increasingly feedback latency. Across product, design, engineering, and QA, every handoff adds latency and late feedback makes changes more expensive. The software factory model changes this: product, design, engineering, and QA operate in the same execution loop, with shared context and continuous validation. That means fewer handoffs, faster decisions, and a shorter path from idea to production. I wrote about why I think this is becoming the next operating model for software teams and what it means for how we design the software factory itself. Would also love to hear how your team is reducing feedback latency. Link to the blog in comments

Today we're introducing Gemini 3.7 Flash, our most intelligent workhorse model yet for coding and agents. This model brings substantial gains across software engineering, web development, and complex knowledge work. Now through the end of the year, Gemini 3.7 Flash is available at an introductory price* of $0.75/1M input and $3.75/1M output tokens — making it easier and more cost-effective for developers and customers to scale production-ready agents.

Our Flash models are workhorses that offer performance at a great price. So, we're shipping updates fast to get them in developers’ hands. And now just 3 weeks after launching 3.6 Flash, 3.7 Flash shows significant gains including in coding and agentic work. It delivers substantial improvements across software engineering, knowledge work, and web development, all with an introductory price at half the original cost of 3.6 Flash. We've gotten positive feedback from early users, including our own engineers using 3.7 in @Antigravity, and we’re excited for you to try it there. Also available via Gemini API in @GoogleAIStudio, Gemini Enterprise & more, full list and details here:

Garry Tan says we'll see a wave of exceptional older AI-native founders: "There's going to be as many Patrick Collisons as ever, but one mega trend that we're seeing is the 35, 40, 45-year-old founder who's been around the block, built a lot of engineering." "Peter Steinberger is a perfect example of that. He's been around the block. He knows what to build." "If you take that person, suddenly there's 400 of those people. You can outperform an entire department of any Mag 7." @garrytan @illscience

@cognition Grok 4.7 will exceed all current models. That said, Anthropic is a great company and will probably release improved models soon. However, the SpaceX training corpus is so awesome & unique that I would be shocked if any model is better at real-world engineering than 4.7.