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Milk Road AI
@MilkRoadAI
Helping millions of investors navigate the AI markets. Capitalize on the biggest technological change in history across the infrastructure & app layers of AI.
参加 October 2025
420 フォロー中    50.1K ファン
Google just released its MOST powerful AI model ever and it is going straight after OpenAI and Anthropic. Sundar Pichai announced today that Gemini 4 Argon is live globally for developers and enterprises in the paid tier of the Gemini API and the Gemini platform. Ultra subscribers can use it in Google Antigravity, and both Pro and Ultra subscribers can use it in the Gemini app and Search. Google says Argon is now the NUMBER ONE model on the Vals Index, which measures economic impact across finance, coding, legal, and tax work, with each sector weighted by its contribution to United States GDP. Argon scored 68.9% on that index, ahead of Claude Opus 5.5 at 67.0% and GPT-6 Astra at 63.1%. On DeepSWE, a test of long, real world software engineering tasks, Argon set a new record at 77.9%, compared to 74.2% for Opus 5.5 and 74.1% for GPT-6 Astra. The long context results are where the gap really opens up, with Argon scoring 84.2% on GraphWalks between 256K and 1M tokens while Opus 5.5 came in at 66.8%. Google also raised the output limit to 1 MILLION tokens, up from just 64K before, which means the model can keep reasoning and writing through a huge task in a single run instead of stopping halfway. It is not a clean sweep, though, because Argon still trails Claude Opus 5.5 and GPT-6 Astra on terminal heavy coding tests like Terminal Bench 4.0 and FrontierSWE. The pricing might be the most aggressive part of this launch, with an introductory rate of $2 per million input tokens and $10 per million output tokens, and cached input at 95% off. After the introductory period, the price rises to $4 and $20, the same as Anthropic's Opus. Google says more than 100,000 of its own employees battle tested Argon over the last month, using it for everything from daily debugging to large codebase migrations. For $GOOGL, this is a big deal because Google owns the chips, the cloud, the distribution, and now arguably the strongest all around model in the world. The frontier race is far from over, but Google just made it very clear that it is not falling behind anyone.
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Dario Amodei called for AI companies to slow down and the industry immediately released more models than ever. This chart shows 45 AI models released in September, the highest monthly total on record and roughly four times the monthly pace seen through most of 2024. OpenAI alone released 10 models, while Google, Anthropic, Meta and ElevenLabs released three each.The chart captures the prisoner’s dilemma at the center of AI. Nearly every lab agrees that the frontier may be moving too quickly but no company wants to be the only one that takes its foot off the accelerator. OpenAI released 10 models during the same month that its leadership supported pacing the frontier. There is also an important distinction between the number of models and the speed of capability improvement. Companies can release cheaper, smaller or specialized versions without making a major frontier leap. Anthropic says that Sonnet 5.5 improved coding and knowledge work but did not advance the overall intelligence frontier. Still, 45 releases in one month show that the AI race is not slowing down in any practical sense. Models are becoming products, and labs now need constant releases covering different prices, speeds, context windows and workloads. Even if frontier capability jumps become more controlled, the number of models reaching the market could continue exploding. Bullish on AI!
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