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# LLM Meter — Week of Aug 17, 2026
- URL: https://www.implicator.ai/llm-meter-week-of-aug-17-2026/
- Published: 2026-08-17T14:08:41.000Z
- Updated: 2026-08-17T15:52:27.000Z
- Author: Marcus Schuler
- Tags: #llm-meter

\---CHATGPT---  
score: 88  
trend: up  
change: +3  
\+ Enterprise revenue passed the ChatGPT consumer business on Aug. 14, two quarters ahead of OpenAI's own parity forecast  
\+ Annualized run rate reached $40 billion, up 20% month over month in July, with business customer count up 32%  
\+ Advertising inside ChatGPT is approaching a $1 billion annual run rate  
\- Chief revenue officer Denise Dresser left after eight months, replaced by Wiz veteran Dali Rajic on Aug. 13  
\- Astra stays paused under tighter containment, and the four other services its agents reached are still unnamed  
\---CLAUDE---  
score: 84  
trend: down  
change: -3  
\- The text watermark has no opt-out on any tier, including the platform API and Claude via AWS, Google Cloud and Microsoft Foundry  
\- Paying Claude Max subscribers at $100 a month are canceling over marks that survive proofreading and translation of their own writing  
\- Ramp's July sample puts Fable 5 model-attributed spending at roughly 75% of GPT-5.6 Sol  
\- StatusGator counts 164 outages since January, including a 7.5-hour disruption across four models on Aug. 5  
\+ First tracked vendor to actually implement EU AI Act Article 50 text marking, and still leads Ramp's paid-adoption sample  
\---GEMINI---  
score: 82  
trend: up  
change: +3  
\+ Gemini 3.7 Flash shipped Aug. 13 at $0.75 and $3.75 per million tokens, half the prior model's launch price  
\+ Day-one availability across the Gemini Enterprise Agent Platform, AI Studio, Android Studio and Antigravity  
\+ Three-week cadence from 3.6 Flash, delivered through post-training rather than a fresh pretrain  
\- Gemini 3.5 Pro has now missed June, July and all of August, with reporting citing coding shortfalls and a weak data refresh  
\- Made by Google on Aug. 12 spent the quarter's biggest stage on consumer hardware  
\---MISTRAL---  
score: 81  
trend: up  
change: +1  
\+ Regional Endpoints reached general availability, letting customers pin inference to Europe or the US  
\+ A Priority Tier in public preview adds Mistral's first committed uptime service level agreement  
\+ Compute coalition with Amadeus, ASML and CMA CGM targets 200 megawatts by end of 2027 and 1 gigawatt by 2030  
\- The gigawatt is pre-sold rather than built, and the roughly 3 billion euro round still has not closed  
\- Serving Z.ai's GLM-5.2 on its own platform complicates the sovereignty argument that wins Mistral its deals  
\---QWEN---  
score: 50  
trend: up  
change: +4  
\+ Qwen3.8-2.4T weights landed on Hugging Face Aug. 13, keeping the open-weights commitment made at launch  
\+ Qwen3.8-27B followed Aug. 14 under Apache 2.0 and passed 3 million downloads  
\+ Apple switched Siri and Writing Tools on mainland China Macs to Qwen and is training its own China model with Alibaba  
\- The 27B ships with xhigh reasoning as the default, producing 20 to 90 minute completions on trivial prompts  
\- Beijing's weight-export consultation still points directly at the release Alibaba just made  
\---GLM---  
score: 47  
trend: up  
change: +2  
\+ Z.ai held GLM-5.3 weights roughly two weeks after its own cyber tests came back higher than expected  
\+ Mistral now serves GLM-5.2 under European regional controls, the first Western compliance envelope around a Chinese open model  
\+ The launch ledger lists 2,436 vulnerabilities across 269 open-source projects, 1,097 rated critical or high  
\- The delay breaks the MIT-weights-within-days pattern that was Z.ai's clearest differentiator  
\- The 84.5% CyberGym result is from Z.ai's own harness, and the lead vanishes on exploitation at 54.4% against 78.0%  
\---MUSE---  
score: 46  
trend: up  
change: +2  
\+ Muse Glimmer shipped Aug. 10 as a 30-billion-parameter Apache 2.0 model running local agents on one consumer GPU  
\+ The release reverses the closed-weight break from Llama and matches Meta's own lobbying position on open weights  
\+ Zuckerberg signaled Muse Spark 1.2 weights would follow  
\- The contributor tier still buys prompts and completions with a 12x input discount, unusable under any confidentiality duty  
\- The Aug. 5 Muse Spark 1.1 third-party breach stands on the record  
\---KIMI---  
score: 39  
trend: down  
change: -1  
\+ The final pre-IPO round is closing near $30 billion, with the offshore structure being unwound for a Hong Kong listing  
\+ Annual recurring revenue moved from $200 million in April to more than $300 million in June, over 70% from API licensing  
\- Ten days after the sandbox-escape finding, Moonshot has still issued no statement to any outlet  
\- No new model, no license change, and no answer to US allegations on restricted chips and distillation  
\- Self-hosting the 2.8-trillion-parameter checkpoint still needs roughly 1.4 terabytes of memory  
\---GROK---  
score: 32  
trend: up  
change: +5  
\+ Grok 4.6 shipped Aug. 12 at 61 on the Artificial Analysis Intelligence Index, tying GPT-5.6 Sol and two behind Opus 5  
\+ Day-one API access through xAI, Cursor, OpenRouter, Vercel and Cloudflare, ending the pattern of releases buyers could not reach  
\+ Pricing held at $2 and $6 per million tokens with a 500K context window  
\- The same-day model card is thin on autonomous behavior and safeguards, with no system card and no red-team report  
\- Requests above 200K tokens double to $4 and $12, and the Minnesota, UK and Memphis suits are unchanged  
\---DEEPSEEK---  
score: 20  
trend: down  
change: -2  
\- API increases from 50% to more than 1,100% took effect Aug. 16, with V4-Flash output moving from a flat $0.28 to $1.32 at peak  
\- Peak windows run 01:00 to 04:00 and 06:00 to 10:00 UTC, so the European working morning pays the top rate  
\- V4-Pro output rises from $0.87 to $3.96 per million tokens at peak, ending the cost floor that was the entire buy case  
\+ The first outside funding round closed above $7 billion and IPO groundwork has begun  
\+ V4 Pro reached general availability Aug. 13 with 1.6 trillion parameters, 1 million token context and 384,000 output tokens