Google Won the Benchmark Again, but Nobody Believes the Score
Gemini 4 Carbon tops the Artificial Analysis Index, but benchmark fatigue and disjointed naming schemes show why labs struggle to earn user trust.
Apple’s ‘Pro and Tell,’ Google’s Two New AI Models, OpenAI Eyes Google’s Custom Chips | Diet TBPN
With John Coogan, Jordi Hays · Sunday, November 1, 2026
John Coogan recaps attending Apple's 'Pro and Tell' event showcasing the new touchscreen OLED MacBook Pro and the return of the glowing Apple logo. The hosts then analyze Google's launches of Genie 4 and Gemini 4 Carbon, OpenAI's historic shift toward leasing Google TPUs and massive gigawatt data centers, secondary hardware trading on eBay alongside Malaysia's compute boom, and rumors surrounding personal AI agent startup Instinct's $30 billion valuation.
Key takeaways
- Sundar Pichai announced Gemini 4 Carbon two weeks after Argon, taking the top spot on version 5 of the Artificial Analysis Intelligence Index with a score of 59. Read more →
- OpenAI signed a 1.8 gigawatt multiphase power commitment in Ohio, with Nvidia backstopping a total of 4.25 gigawatts. Read more →
2 articles from this episode
OpenAI Leases Google TPUs to Survive the Compute Crunch
OpenAI is leasing Google TPUs and securing multi-gigawatt power deals. Here is why frontier AI labs are abandoning exclusive hardware stacks.
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