AI Daily Briefing

Google's Gemini 4 Carbon tops the leaderboard but ships to cyber defenders first; Microsoft books $10B from OpenAI in one quarter

Thursday, October 29, 2026 · 11 min

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Gemini 4 Carbon takes first place on Artificial Analysis's rebuilt v5 index, where the open-weights gap widens to 12 points. Microsoft and Alphabet report AI-driven quarters, and New York signs a kids' chatbot law with age checks and model-destruction penalties.

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Gemini 4 Carbon takes first place on Artificial Analysis's rebuilt v5 index, where the open-weights gap widens to 12 points. Microsoft and Alphabet report AI-driven quarters, and New York signs a kids' chatbot law with age checks and model-destruction penalties.

In this episode

  1. Google's Gemini 4 Carbon looks like a diamond in the rough — Thomas Claburn
    “Priced initially at $2 per million input tokens and $10 per million output tokens, Gemini 4 Carbon sells for the same amount as its predecessor Argon during an indeterminate introductory period. When that period expires, Google will lift prices to $4 per million input tokens and…”
  2. Artificial Analysis v5 and the benchmarker's dilemma — Interconnects
    “Open models’ demise from this seems greatly exaggerated, but I do think the previous index was flattering the open weight models too strongly.”
  3. Microsoft recorded $10 billion in revenue from OpenAI — AI News & Artificial Intelligence | TechCrunch
    “Microsoft said it made $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ending September 30. It underscores the still-enormous financial dependency of the partnership.”
  4. Governor Hochul Signs Nation-Leading Legislation to Protect Kids From AI Chatbots and to Ensure Baby Monitor Safety | Governor Kathy Hochul | New York State — New York State
    “Violations would allow the attorney general to seek civil penalties of up to $25,000 per violation along with damages, restitution, the destruction of unlawfully collected data or any AI models trained on it, and any other appropriate injunctive relief.”