---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