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#3 of 13

Google DeepMind

Level since 18 Oct, rising over 30 days (Direction ▲ 4.5). Latest driver: Google announces Gemini 4 Argon frontier model.

+0.1 Since the 19 Oct close: Google releases LiteRT Tensor API for edge model authoring would move Direction to ▲ 4.5 and the Score to about 75.7 at the next close.

Leads onCapability1stTrust, safety and privacy1stReliability2ndRelease execution2nd
Lags onEcosystem11th
Score75.7■ 0.0 since 18 Oct
Strength74.8Eight pillars
Direction▲ 4.5Last 30 days
Confidence high100% of its indicators measured and fresh

Score over time

Reconstructed70758024 Aug21 Sep19 Oct
ScoreStrength
Reconstructed70758024 Aug21 Sep19 Oct
ScoreStrength

57 daily closes, the earlier ones reconstructed. Download CSV

The eight pillars

Each pillar 0 to 100 on fixed goalposts, with its rank among the 13 ranked labs. The tick marks the median lab; points are what the pillar adds to Strength.

Capability201st90+17.9
Usage and adoption163rd59+9.5
Release execution62nd94+5.7
Value155th61+9.1
Ecosystem1111th58+6.3
Reception43rd88+3.5
Reliability112nd100+11.0
Trust, safety and privacy171st70+11.9

Why Google is #3

Most of its Strength comes from Capability and Trust, safety and privacy. Points are contributions to the Score.

  • Behind OpenAI by 3.2 points. Biggest differences: Usage and adoption −4.1, Trust, safety and privacy +1.4, Capability +1.1.
  • Ahead of Meta by 13.7 points. Biggest differences: Trust, safety and privacy +7.5, Usage and adoption +3.9, Capability +1.1; Direction −0.2.

With every pillar weight moved up to 50% either way, it ranks #3 in 90% of recalculations; with equal weights, #3.

Since 18 Oct

Score down 0.0 (75.7 to 75.7). No pillar moved by 0.1 or more.

What was measuredAll 25 readings behind this close, with source, date and goalposts

Filled: no fresh reading, so the ranked labs' median was used. Carried: a source that keeps no history, read later.

IndicatorReadingScaledGoalpostsAs of
Arena text rating
Arena (arena.ai) text leaderboard: rating of the lab's best model with 1,000 votes or more
1525.4
gemini-4-argon-high
921250 to 1550 rating13 Oct
Benchmarks
Epoch AI Benchmarking Hub: the lab's best score on each of GPQA Diamond, FrontierMath tiers 1 to 3, SWE-bench Verified and OTIS Mock AIME, each placed between fixed goalposts, averaged; runs from the last 365 days, at least 3 of the 4
87.3
GPQA diamond 96.4% (Gemini 4 Argon (high)); FrontierMath-Tiers-1-3-v2-Private 86.0% (Gemini 4 Argon (high)); SWE-Bench verified 79.3% (Gemini 3.5 Flash); OTIS Mock AIME 2024-2025 100.0% (Gemini 4 Argon (high))
87already 0 to 10019 Oct
Paid adoption
Published spend and paid-use evidence, latest edition of each: Ramp AI Index (share of US businesses paying the vendor, monthly), Menlo Ventures (enterprise API spend share), a16z CIO survey (share of LLM wallet), ICONIQ (share of AI builders using the provider), each placed on its own scale and averaged by weight; facts and sources at /data/adoption.json
30.1
Ramp AI Index (2026-08): 6.15%; Menlo Ventures, State of Generative AI in the Enterprise (2025-12): 21%; a16z enterprise CIO survey (2026-01): 16%; ICONIQ, State of AI 2026: The Builder's Economy (2026-07): 50%
30already 0 to 10019 Oct
Assistant users
Users of the lab's assistants (chat apps and coding agents) as the lab or its parent last disclosed them, or a panel measurement (QuestMobile) where a lab discloses none; weekly figures count as monthly (a lower bound); dated by disclosure, and only disclosures from the last 12 months count; not applicable to a lab with no figure; facts and sources at /data/assistants.json
1000000000
Gemini app: officially surpassed 1 billion monthly users (Google, 2026-08-11)
911 million to 2 billion monthly users19 Oct
Web traffic
Cloudflare Radar: the lab's best rank among the top 20 generative-AI services by traffic, 21 minus the rank
11
Google Gemini #10 among generative-AI services
550 to 20 rank points19 Oct
API spend share
OpenRouter rankings: the lab's share of all dollars spent on OpenRouter in the last 30 days, across every model (not token volume, which cheap bulk models dominate)
12.1573
12.2% of $104.4M spent on OpenRouter in 30 days (55 models)
590% to 35% of spend11 Oct
App charts
App Store top free charts in 7 countries
78.4
IN #9, BR #12, JP #4, DE #4, GB #17, US #11
780 to 100 chart points19 Oct
Coding agent downloads
npm and PyPI downloads of the lab's official coding agents (such as Claude Code, Codex, Gemini CLI, Qwen Code, Mistral Vibe), last 30 days; not applicable to a lab with none; standalone IDEs without public counts (such as Antigravity) are not seen
1647448
npm:@google/gemini-cli 1647448
5510 thousand to 100 million a month19 Oct
Coding extension installs
VS Code Marketplace: installs of the lab's official coding extensions; not applicable to a lab with none
5509636
Google.geminicodeassist 5509636
65100 thousand to 50 million installs19 Oct
SDK downloads
PyPI and npm downloads of the official SDKs, last 30 days
240076692
pypi:google-genai 137607856; npm:@google/genai 102468836
85100 thousand to 1 billion a month19 Oct
Open-model downloads
Hugging Face downloads of the lab's models, last 30 days
122910729
google
8210 thousand to 1 billion a month19 Oct
Shipping cadence
Vikshy Wire: confirmed launches and updates of materiality 2 or more, last 90 days
48
48 confirmed launches and updates in 90 days
1000 to 30 in 90 days19 Oct
Biggest launch
Vikshy Wire: the biggest launch in the last 90 days, fading with age
4.3186materiality 0 to 519 Oct
Rating per dollar
Arena rating of the lab's best-value model, less 30 points for each doubling of its blended list price (3 parts input to 1 part output), with prices below $0.30 per million counted as $0.30
1492.1
gemini-3.5-flash-lite: 1455 at $0.42/M blended
611250 to 1650 points13 Oct
Cloud availability
Amazon Bedrock, Google Cloud and Microsoft Foundry: whether each offers the lab's current models as a managed, pay-per-use API (the flagship or the model one step behind it counts 1, an older generation only 0.5, open-weight side lines 0), dated by availability; facts and sources at /data/distribution.json
1
Google Cloud: Gemini (first party)
330 to 3 platforms19 Oct
Open-weight hosts
OpenRouter: distinct providers serving the lab's open-weight models; not applicable to a lab that publishes none (a closed model's reach is its cloud availability)
19
Darkbloom, DekaLLM, NextBit, DeepInfra, Io Net, Makora, CoreWeave, Cloudflare, Venice, Parasail, Novita, SiliconFlow
721 to 60 providers19 Oct
Developer interest
Hugging Face likes on the lab's models
79984
google
761 thousand to 316 thousand likes19 Oct
Hacker News
Hacker News points on stories about the lab, last 30 days
4351
10 stories; top: Gemini 4 Argon (1705)
810 to 30,000 points19 Oct
Press and analysts
Vikshy Wire: press and analyst pieces on the lab's developments, last 30 days
58980 to 60 pieces19 Oct
Official API uptime
The lab's own status page: 30-day uptime of the components that make up its model API, counting major outages in full and partial outages at 30%, the pages' own formula (degraded performance is not counted); labs label outages differently, so a measured cross-check sits beside it
100
status.cloud.google.com, Vertex Gemini API (Gemini on Google Cloud): 100.000% over 30 days (0.0 h major, 0.0 h partial outage)
10099% to 100% over 30 days19 Oct
Measured uptime
OpenRouter: the median uptime of the lab's own API endpoints, an independent cross-check of the status page, the mean of daily readings over 30 days
99.9303
mean of 30 daily readings, 2026-09-20 to 2026-10-19
9990% to 100%19 Oct
Independent assessments
Independent assessments published by then, each put on 0 to 100: the Future of Life Institute AI Safety Index (40%), the Stanford Foundation Model Transparency Index (30%) and the SaferAI risk-management ratings (30%), averaged over those that cover the lab; a lab none covers is not independently assessed, and filled with the median like any gap
37
3 of 3 assessments: FLI AI Safety Index (2026-07) 2.01; Foundation Model Transparency Index (2025-12) 41; SaferAI Risk Management Tracker (2026-07) 20
370 to 10019 Oct
Customer data commitments
From the lab's own documentation: API and business data not used for training by default; a zero-data-retention option; a choice of data region
3
no training on API data by default, zero data retention available, choice of data region
1000 to 3 commitments19 Oct
Security certifications
From the lab's trust center: SOC 2 Type II, ISO/IEC 27001, ISO/IEC 42001 (AI management) covering its model API
3
SOC 2 Type II, ISO/IEC 27001, ISO/IEC 42001
1000 to 3 certifications19 Oct
Security and privacy incidents
Security breaches, data leaks and regulatory privacy actions (bans, fines, orders) affecting the lab's AI services or caused by its AI systems in the last 12 months, from reputable reporting and regulators, counted once per public disclosure, and half when the lab itself disclosed harm from its AI with no legal duty to; every fact, and what was not counted and why, is at /data/trust.json
1
2026-09-21: Gemini reached three real companies' systems during a May 2026 evaluation; reported about four months later and confirmed by Google
670 to 3 in 12 months, fewer is better19 Oct

What moved Direction

The developments that count most in the last 30 days. Direction ▲ 4.5.

  1. +2.4Google announces Gemini 4 Argon frontier model24 Sep · Frontier-class model launch
  2. −0.8Gemini escaped test environment and hacked three real companies19 Sep · Security incident
  3. +0.7Google releases EmbeddingGemma 2 open multimodal embedding model6 Oct · Open-weight model
  4. −0.6Google to limit free Gemini access to Flash-Lite from October 20264 Oct · Usage limits cut
  5. +0.5Google releases DiarizationLM Gemma 4 E4B model on Hugging Face4 Oct · Open-weight model
  6. +0.3Google Research outlines building blocks for autonomous wet lab AI agents16 Oct · Research
All 38 developments, line by line

Points for materiality, times recency, times diminishing returns (or the setback cap).

DevelopmentMaterialityPointsRecencyDiminish or capCounts
Gemini escaped test environment and hacked three real companies
19 Sep · Security incident
31.50.51-0.75
Google launches Gemini 3.8 Live with Live Avatar
23 Sep · New product or feature
20.750.570.05+0.02
Google adds private server-side memory to Private AI Compute
23 Sep · New product or feature
20.750.570.05+0.02
Google announces Gemini 4 Argon frontier model
24 Sep · Frontier-class model launch
540.591+2.36
Google to launch satellite with AI processors for space test
24 Sep · New product or feature
20.750.590.06+0.03
Google launches Gemini call delegation experiment on Pixel 11
24 Sep · New product or feature
20.750.590.06+0.03
Google Research presents method for coherent long-form video generation
24 Sep · Research
20.750.590.06+0.02
Google Research presents Diffusion Controller for image generation
29 Sep · Research
20.750.680.06+0.03
Google introduces SynthID Bio for watermarking AI-generated proteins
30 Sep · New product or feature
20.750.690.07+0.03
Google speeds up video diffusion attention on TPUs
30 Sep · Research
20.750.690.06+0.03
Google Research publishes work on provably private federated learning
2 Oct · Research
20.750.720.07+0.04
Google to limit free Gemini access to Flash-Lite from October 2026
4 Oct · Usage limits cut
20.750.751-0.56
Google releases DiarizationLM Gemma 4 E4B model on Hugging Face
4 Oct · Open-weight model
31.50.750.45+0.51
Google Research releases Earth AI geospatial foundation models for public health
6 Oct · Research
20.750.790.08+0.05
Google releases Nano Banana 2.1 image model
6 Oct · New model
20.750.790.07+0.04
Google releases EmbeddingGemma 2 open multimodal embedding model
6 Oct · Open-weight model
31.50.790.63+0.74
Google launches Playground, an experimental custom game platform
7 Oct · New product or feature
20.750.80.08+0.05
Google launches SynthID site to detect AI-generated media
7 Oct · New product or feature
20.750.810.09+0.06
Google DeepMind launches Gemini 4 Argon for robotics
7 Oct · New product or feature
20.750.810.09+0.05
Google launches Developer Knowledge API and MCP Server in public preview
7 Oct · New product or feature
20.750.810.08+0.05
Google Cloud launches Gemini agent for enterprise work
8 Oct · New product or feature
20.750.820.11+0.07
Google launches AI Edge Foresight offline meeting note app
8 Oct · New product or feature
20.750.820.11+0.07
Google open-sources AQuA quality agent for production AI agents
8 Oct · New product or feature
20.750.820.1+0.06
Google AI Edge introduces ML Drift GPU inference framework
8 Oct · New product or feature
20.750.830.12+0.08
Google lets AI Studio apps launch via Play Store
13 Oct · New product or feature
20.750.910.14+0.1
Google DeepMind and Singapore launch on-device Gemma scam detection tool
14 Oct · New product or feature
20.750.910.13+0.09
Google Research introduces Deep Review for technical document analysis
14 Oct · New product or feature
20.750.920.17+0.12
Google Research launches Earth AI geospatial agents
14 Oct · New product or feature
20.750.920.16+0.11
Google adds MCP support to Apigee hybrid
14 Oct · New product or feature
20.750.930.19+0.13
Google rolls out Universal Cart AI shopping tool in US
15 Oct · New product or feature
20.750.940.29+0.21
Google uses Antigravity for Science to search for antimicrobial peptides
15 Oct · Research
20.750.940.25+0.18
Google positions Gemini 4 Argon as single model for robotics
15 Oct · New product or feature
20.750.940.22+0.15
Google Research outlines building blocks for autonomous wet lab AI agents
16 Oct · Research
20.750.960.36+0.26
Google Beam expands to five new countries with Industrious partnership
23 Sep · Product update · minor: counts zero
100
Google retires Gemini Gems in favor of skills
28 Sep · Model retired · counts zero (kind or rule)
20.750
Google pays about 100 publishers for AI content deals
30 Sep · Money news · counts zero (kind or rule)
100
Google unifies Agent Development Kit resources in adk-recipes repo
15 Oct · Product update · minor: counts zero
100
Google OAuth adds DPoP support to secure refresh tokens
15 Oct · Product update · minor: counts zero
100

Latest from Google

What Google shipped, broke and changed lately. The full Google timeline, with every model it has released.

  1. 19 Oct
  2. 16 Oct
  3. 15 Oct
  4. 15 Oct
  5. 15 Oct
  6. 14 Oct
    Google adds MCP support to Apigee hybridFeatures · New product or feature

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