AGI House
5/30 BUILD DAY DeepMind & Gemini · Hillsborough
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VEO3 enters second Hollywood production pipeline
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GEMINI retention curve outperforms Q1 projections
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EU signals multimodal-specific AI Act provisions
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SAG-AFTRA expands likeness enforcement into multimodal scope
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SINGAPORE launches sovereign multimodal compute program
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CAPITAL multimodal infra rounds overtake LLM-only
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DINNER 04/27 thirteen at table · three convictions sharpened
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STATE OF INTELLIGENCE REPORT

The Next Intelligence
Breakthrough

What comes after coding agents?

The Foyer

State of Intelligence Report: Inaugural Edition

AI is moving faster than the institutions built to understand, govern, and deploy it. In a single planning cycle, models gain new capabilities, costs shift, benchmarks expire, and use cases move from experiment to infrastructure. The question is no longer whether AI will reshape work. It is where, how fast, and who will capture the value.

Over the last four years, AGI House has become a living community at the epicenter of one of the most consequential technological shifts in human history. I have had the privilege of personally hosting some of the most important figures in the industry and witnessing this technology, and its impact on society, unfold day by day.

The State of Intelligence Report exists to track that shift with clarity.

This series connects two conversations that too often happen apart: the frontier of AI research and the reality of enterprise adoption. For researchers, it identifies the capability advances that matter. For founders, it surfaces where new markets and workflows are forming. For enterprise leaders, it separates durable value from noise and shows what adoption looks like inside complex organizations.

Each edition will map the frontier: models, agents, infrastructure, capability curves, and genuine inflection points. It will also follow that frontier into the enterprise: where AI is creating measurable value, where it is stalling, and what distinguishes organizations pulling ahead from those waiting for certainty.

This transition will define the next decade of technology and business. Like electrification and the internet before it, AI is becoming more than a tool. It is becoming infrastructure. The advantage will go not only to those with access to the best technology, but to those who understand it early, deploy it wisely, and build around it with conviction.

For our inaugural issue, I had the honor of welcoming Google co-founder Sergey Brin and members of the Google DeepMind executive team to AGI House, alongside senior enterprise leaders from Eli Lilly, Gilead, GSK, and other major organizations. Together, we explored one of the most important frontiers beyond coding agents: self-improving systems, AI for science, and the convergence of multimodal intelligence.

The frontier will keep moving. Our aim is to help you move with it.

The Great Hall

Field Notes from Google DeepMind

Field notes from the Build Day stage and leaders at the frontier

Sergey Brin in conversation with AGI House's Rocky Yu on the Build Day stage.
Opening Q&A · The Headliner

Sergey Brin × Rocky Yu

Google co-founder · in conversation with AGI House's Rocky Yu

An audience Q&A spanning multimodal convergence, transfer learning, and the horizons of AGI.

Watch the opening conversation
Google DeepMind research panel on the Build Day stage.
Research Tech Panel
Google DeepMind
  • Shane GuCo-lead, OmniThinking · Google DeepMind
  • Jay WangCo-lead, Gemini Omni · Google DeepMind
  • Benoit SchillingsVP of Technology · ex-CTO, Google X
Code is not thinking in English — it might be visual, it can be dynamic. There's a much richer vocabulary than you'd typically use for a chain of thought. — Benoit Schillings, Google DeepMind
Most of the world's information is contained not just in symbols, but in space and time — and video models are a good way to express it. — Shane Gu, Google DeepMind
We're reaching the inflection point where these multimodal models aren't just making pretty images — they're generating real content with intelligence in it. — Jay Wang, Google DeepMind
Watch the full talk
Life sciences and pharma panel on the Build Day stage.
Enterprise Panel
Pharma Tech & Life Sciences Panel
  • Kim BransonSVP & Global Head, AI/ML · GSK
  • Gregg SpiveyLilly TuneLab · Eli Lilly
  • Patrick LurchAI & Data Science · Gilead Sciences
The thing I'm most interested in right now is our AI scientist program. We launched it to everyone in GSK last July, and it's been fascinating to see how it's working and evolving. — Kim Branson, GSK
We made those models available free of charge to the biotechs. In return, we asked them to contribute wet-lab training data back — making the models better for everyone, through federated learning. — Gregg Spivey, Eli Lilly
Drug discovery is a team sport. Where I get really interested in AI is — can it actually be a multiplier for the team, and become more of a team member? — Patrick Lurch, Gilead Sciences
Watch the full talk
The Dining Room

Pull up a chair at the Dinner Table

Same room, same guests, new script. Sit at the head of the table and push back when you want to join the conversation.

The Garden Conservatory

Join the Podcast

Recommended Readings

From the AGI House Blog

Six posts tracing multimodality, world models, agents, and AI for science.

Multimodality
Native Multimodal Architectures: Why Cross-Modal Fusion Defines the Next Defensible Moat
The three-pillar investment thesis from the Gemini 3 Build Day. The most direct companion piece to this issue's merge thesis.
blog.agihouse.org →
Build Day
Agent Skills Build Day · World Models · Post-Event Memo
A working memo on what builders shipped against world-model APIs in eight hours, and which patterns generalized beyond the demo.
blog.agihouse.org →
Embodied Intelligence
VLA Reading Room · Vision-Language-Action Models in Practice
A reading-group memo on the VLA literature — where these models generalize, where they pretend to, and what World Action Models change.
blog.agihouse.org →
World Models
World Models, Agents and the Path to AGI
A field note on why agents need world models: richer simulations, persistent state, and the ability to reason through consequences before acting.
blog.agihouse.org →
AI for Science
From Code to Atoms: Why Science Is Different
Why scientific progress is not just the next software workflow: experiments are physical, feedback is slower, and ground truth is expensive.
blog.agihouse.org →
Life Sciences
AI for Life Sciences: Takeaways from the Salon
Lessons from the salon on where foundation models, biological data, and experimental loops are starting to reshape life-sciences workflows.
blog.agihouse.org →
Multimodality in AI

Beyond Data Fusion: Multimodal AI Is Becoming Biology's Translation Layer

  • Pharma's multimodal AI translates between biological scales — not data types.
  • The companies winning own paired data on specific translation problems.
  • Deal structures are following: non-exclusive licenses, AI-focused BD, $2B+ platform deals.

When most technologists hear “multimodal AI,” they think of systems that combine images and text. In pharma, multimodality is something deeper. It is about learning translation functions between biological scales: from morphology to molecular state, from perturbation to phenotype, from cellular trajectory to patient outcome.

Nina Liu  ·  Chief Enterprise Officer, AGI House
Fig. · Multimodal AI in Biology Biology's translation layer Not data fusion — a single model learning the translation functions between biological scales, from molecule to patient.
BIOLOGICAL SCALES Genome · DNA Proteome & structure Transcriptome · RNA Cell & tissue imaging Clinical record Unified multimodal model SHARED WEIGHTS CLINICAL OUTPUT Phenotype prediction Drug response Patient outcome
Source: AGI House Research synthesis · adapted from "Multimodal AI Is Becoming Biology's Translation Layer."