Good morning. Google DeepMind announced Gemini 4 Carbon, the new leader on the Artificial Analysis Intelligence Index, but is releasing it first to a small group of cyber defenders. A day later Mistral took the opposite route and released the weights of its trillion-parameter Large 4. In Washington, a presidential proclamation found that robot imports threaten national security and opened talks that could end in tariffs.

Below the top stories, we explain how self-driving safety numbers are built, walk through ARC Prize 2026 ahead of its November 2 deadline, and give our view on how cyber-capable models should be released and tested.