---CLAUDE---
score: 85
trend: down
change: -5
PRO: Launched Compliance API for enterprise audit and GRC teams — first programmatic audit log access
PRO: 300k output tokens on Batches API and Microsoft 365 connectors expanded to all plans
PRO: Acquired Coefficient Bio for $400M — expanding health and life science AI capabilities
CON: Two major leaks in five days — Mythos model files and 512K lines of Claude Code source via npm
CON: OpenClaw subscription cutoff forces agent users to pay-as-you-go — costs up to 50x higher
---CHATGPT---
score: 80
trend: up
change: +1
PRO: Closed $122B round at $852B valuation — largest private funding in history
PRO: Codex repriced to pay-as-you-go with no rate limits — ChatGPT Business cut to $20/seat
PRO: Sora shut down to focus on Codex and GPT-5.5 Spud — strategic discipline improving
CON: Mobile DAU share fell below 40% for first time at 38.7% — enterprise API share down to 25%
CON: Executive instability — COO reassigned, CEO of AGI deployment and CMO both on medical leave
---GEMINI---
score: 78
trend: up
change: +4
PRO: Gemma 4 released under Apache 2.0 — 31B model ranks #3 on Arena open-model leaderboard
PRO: New five-tier API pricing gives enterprises granular cost-vs-speed control
PRO: Veo 3.1 video generation free to all 3B+ Workspace users — AI Pro storage doubled to 5TB
CON: Per-task costs 22% higher than GPT-5.2 despite lower token pricing in benchmark study
CON: Gemini 3.2 rumored but unconfirmed — enterprises waiting for next flagship commitment
---MISTRAL---
score: 61
trend: up
change: +6
PRO: $830M debt financing for first owned Paris data center — 13,800 GB300 GPUs removes cloud dependency
PRO: Joined Nvidia Nemotron Coalition to co-develop open frontier models on DGX Cloud
PRO: On track for $1B ARR — CEO met South Korea National AI Strategy Committee during Macron visit
CON: Still no US compliance certifications — locked out of American enterprise procurement
CON: European-only infrastructure limits global scale — 200MW target not due until end of 2027
---GROK---
score: 42
trend: down
change: -6
PRO: Grok 4.1 launched with 2M context window, Remote MCP Tools, and 50% tool call price cut
PRO: SpaceX-xAI IPO filing targets $1.75-2T valuation — $659M new data center permitted
CON: Banks forced to buy Grok enterprise seats to participate in SpaceX IPO — coerced adoption
CON: All 8 non-Musk cofounders have departed since January — complete leadership exodus
CON: No HIPAA or FedRAMP certifications — deepfake lawsuit reputational risk persists
---DEEPSEEK---
score: 15
trend: down
change: -3
PRO: V4 confirmed on Huawei Ascend chips — first frontier model independent of Nvidia silicon
CON: V4 built exclusively for Chinese chips — further isolates from Western enterprise stack
CON: Longest outage since January 2025 at 7 hours 13 minutes — 355M users affected
CON: NIST evaluation found agents 12x more likely to follow malicious instructions than US models
CON: Government bans expanding — US federal, Australia, Italy, Taiwan plus pending congressional ban