---CLAUDE---

score: 89

trend: up

change: +4

PRO: Hit $30B ARR and doubled $1M+ enterprise clients in two months — commercial momentum accelerating

PRO: Signed 3.5 GW Google and Broadcom compute deal, added CoreWeave capacity to address rate-limit complaints

PRO: Claude Cowork GA with role-based access, Managed Agents API launched for enterprise workflows

PRO: Opus 4.6 leads SWE-bench Verified at 80.8% and Terminal-Bench 2.0 at 65.4% — 70% developer preference

CON: France DINUM sovereignty mandate closes a public-sector lane in Europe for non-European AI

---CHATGPT---

score: 81

trend: up

change: +1

PRO: Closed $122B round at $852B valuation — largest private financing in history

PRO: Enterprise now over 40% of revenue and on track for parity with consumer by year-end

PRO: New Codex-only Enterprise seat tier targets developer teams as direct counter to Claude Code

CON: Launched $100/month ChatGPT Pro tier as defensive pricing response to Anthropic

CON: GPT-4o fully retired April 3 — forces rebuild work on legacy Custom GPTs

---GEMINI---

score: 79

trend: up

change: +3

PRO: Gemini 3.1 Pro rolled out globally with stronger reasoning for coding and data analysis

PRO: Project Mariner Computer Use shipped in 3 Pro and 3 Flash via Gemini API and SDK

PRO: Dropbox federated data store GA in Gemini Enterprise, MCP tools and native audio added

PRO: Google Cloud Next '26 opens April 22 — more agentic and security announcements expected

CON: CVE-2026-1727 in Gemini Enterprise exposed Cloud Storage bucket handling before patch

---MISTRAL---

score: 67

trend: up

change: +6

PRO: France DINUM ordered government-wide exit from non-European AI — massive sovereign tailwind

PRO: Won French Ministry of Armed Forces framework agreement and France/Germany public admin deal 2026-2030

PRO: Launched Voxtral TTS enterprise voice stack and Leanstral Lean 4 code agent

PRO: $830M debt financing closed for Paris data center cluster — on track for $1B ARR

CON: Growth remains concentrated in European public sector and a handful of systems-integrator deals

---GROK---

score: 40

trend: down

change: -2

PRO: SpaceX-xAI merger closed into $1.25T Star-Intelligence parent — capital and compute story strong

PRO: Colossus 2 supercluster scaling from 1 GW to 1.5 GW with Grok 5 slated for Q2

CON: Sued Colorado over AI anti-discrimination law SB 24-205 — enterprise compliance red flag

CON: SpaceX IPO banks pressured to buy Grok seats, reinforcing coerced sales perception

CON: Musk political entanglement continues to deter risk-averse procurement teams

---DEEPSEEK---

score: 14

trend: down

change: -1

PRO: V4 reportedly in grayscale testing with late-April launch confirmed by Liang Wenfeng

CON: V4 missed another deadline — API still serves V3.2 with 128K context window

CON: Huawei Ascend optimization signals further decoupling from Western enterprise stacks

CON: No compliance certifications or enterprise SLA progress this cycle

San Francisco

Senior broadcast journalist and former ARD correspondent for Europe's largest public broadcaster. Covering the tech industry from San Francisco for 10+ years. Founded implicator.ai for independent, rigorous AI reporting. E-mail: [email protected]