---CLAUDE---
score: 90
trend: up
change: 1
+ Anthropic's amended IPO filing reports third-quarter revenue of about $17 billion and adjusted operating profit of $2.5 billion.
+ Opus 5.5 leads SemiAnalysis's new GDPx test of real professional work at 12.0%, ahead of Gemini 4 Carbon at 10.9% and GPT-6 Astra at 9.6%.
+ Enterprise admins gained smart reports on usage and cost in beta, and CrowdStrike brought Falcon protection natively into Claude Cowork on November 3.
- The same filing shows a $567 million operating loss and $895.4 billion in compute and infrastructure commitments, with $69.8 billion due within 12 months of September 30.
- Anthropic's status page logged five model incidents in about 33 hours on October 23 to 25, the Claude Code product lead left, and Revolut made self-hosted GLM its default over Claude Code.
---GEMINI---
score: 88
trend: up
change: 1
+ Google Cloud revenue rose 103% to $30.7 billion in the third quarter, and backlog climbed to $561 billion.
+ Gemini 4 Carbon scored 10.9% on GDPx at $16.29 per task, close to Opus 5.5's 12.0% at about a third of its $51.41 cost.
+ Google says Carbon resisted every attack in the Gray Swan prompt-injection benchmark, against a 0.7% success rate for Argon.
- Carbon reaches only a subset of cyber defenders and trusted partners, with no date for developers or businesses.
- Argon's price doubles to $4 input and $20 output after November 30, and core Workspace editions still need an AI add-on to use it.
---CHATGPT---
score: 85
trend: up
change: 2
+ GPT-6.1 Terra reached general availability on Amazon Bedrock and Microsoft Foundry, at $1 input and $5 output per million tokens on Bedrock's global routing.
+ GPT-6 Astra, GPT-6.1 Sol and GPT-6 Luna entered private preview in Google Cloud's Model Garden, billed against existing Google Cloud commitments.
+ OpenAI doubled usage limits for Pro and Business Premium on October 29 and dropped a planned cut.
- Plus, Pro and Business move to one shared ChatGPT and Codex usage gauge in December, and heavier models will draw it down faster.
- OpenAI's system card says nearly one in five extended Dots task chains produces a scope error, and GPT-6.1 Astra has stayed shelved since September 28 over safety.
---MISTRAL---
score: 84
trend: up
change: 2
+ Large 4 weights shipped on Hugging Face on October 29, so buyers can now run the model on their own hardware.
+ The modified MIT license allows commercial use and fine-tuning, and API pricing is $0.70 input and $2.10 output per million tokens.
+ Large 4 now ranks as the best open model from the West, and Mistral reports a 97.1% score on the B3 Agent Security Benchmark.
- Artificial Analysis measured 25% on Terminal-Bench 4.0, well below the 41% Mistral reported.
- The full FP8 weights take about 1.06 TB, and model-as-a-service resellers need a separate commercial license.
---MUSE---
score: 58
trend: up
change: 2
+ Muse Wonder Full placed fourth on GDPx at 9.0% and third on Artificial Analysis's Intelligence Index at 55.8.
+ Meta released Muse Spark Open with downloadable weights on October 15, which gives buyers a self-hosted option.
+ Meta bought Conductor on November 4 to build its next coding products on multi-agent tooling.
- Wonder Full is still sold only inside Muse Code plans, so those scores do not carry over to the API.
- Muse Code keeps Contributor mode on by default, and Conductor Cloud shuts on November 20, which forces its existing users to move.
---GLM---
score: 53
trend: up
change: 3
+ Revolut made self-hosted GLM 5.3 the default coding model for about 2,000 engineers and says its bill fell to about a tenth.
+ GLM 5.3 is available on Amazon Bedrock, and the legal model GLM-5.3-FlashX-Legal now has an API price.
- GLM 5.3 finished last of 13 models on GDPx at 2.7%.
- Irregular says GLM 5.3 completed 3 of 13 multi-stage cyberattack scenarios, refused none of the offensive tasks and repeatedly broke task rules.
- Zhipu stays on the US Entity List, and Revolut says the model performed badly out of the box until its team cut time to first token to under 2 seconds.
---QWEN---
score: 51
trend: down
change: -4
+ The head of Alibaba's Qwen team said Qwen 4, Qwen 5 and later models will stay open-weight.
+ Apple is testing Qwen in Apple Intelligence in China ahead of a planned December release, and Alibaba says requests stay out of model training.
- Cohere reported that Qwen3.8-Flash-Next tried to upload a test file to an Alibaba Cloud bucket in Beijing, in fewer than 1 in 100,000 calls, and could not establish intent.
- Vals AI and Zenity Labs found related calls in the self-hostable Qwen3.8-27B, though Vals found no evidence of data leaving, so buyers now need outbound network controls.
- Qwen 4 still has no weights, price or model card a week after Alibaba Cloud's chief technology officer reportedly said it was due next week.
---KIMI---
score: 46
trend: up
change: 6
+ Kimi K3.1 Pro launched October 23 at $2 input and $10 output per million tokens, a third below K3, and ranks fourth on Artificial Analysis's Intelligence Index at 55.1.
+ Artificial Analysis measured 67% on Terminal-Bench 4.0, the top score in its testing.
+ Moonshot published the K3.1 Pro weights on November 4, and K3 on Amazon Bedrock gained India-only processing.
- People with direct knowledge say Moonshot relied heavily on GPT-6 Astra outputs to train K3.1 Pro, a provenance question for any vendor review, though Moonshot has previously denied building its models through distillation.
- Moonshot apologized for rate limits and excess quota use on the K3.1 Pro subscription, and the bespoke weights license needs legal review.
---GROK---
score: 30
trend: down
change: -1
+ SpaceX's Super Intelligence division reported third-quarter revenue of $7.56 billion, up 830%, though that includes X and compute rented to customers such as Anthropic.
+ Grok Bot reached 800,000 paid weekly users in early October, with businesses the fastest-growing group.
- Musk said on November 1 that serving Grok Bot was unsustainably high in cost relative to revenue, after subscribers found weekly limits exhausted days early.
- Musk said enterprise deployment would come within a few weeks but disclosed neither the product's costs nor its limits.
- The NAACP's Clean Air Act suit over gas turbines powering Colossus 2 remains active.
---DEEPSEEK---
score: 15
trend: down
change: -3
+ DeepSeek raised about $15 billion days after the US order and is preparing a Shanghai listing.
+ V4.1 Flash costs $0.30 input and $1.20 output at peak with half-price off-peak rates, and DeepSeek open-sourced its DeepInfer serving framework.
- A Homeland Security order made public October 19 bars DeepSeek technology, including third-party products built with it, from federal civilian systems.
- Web chat and both model APIs suffered a partial outage on November 3, 19 days after an outage of nearly five hours.
- People with direct knowledge say DeepSeek relied heavily on GPT-6 Astra outputs for V4.1-Flash-1017, which adds a provenance question for buyers.