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Cinco no. 7 · Tuesday, 20 October 2026

Verified: what changes when a third party measures

The ARC Prize verified Gemini 4 Argon on the day it shipped; Vals AI published its Terminal-Bench measurement; ANPD tested three Brazilian AI systems. In every case, the third party did not end the doubt — it showed where it lies. Five movements on measuring what someone else claims.

Read and written by João Campistapublished on 23 October 202610 min read2,196 words2 figures1 code demos20 sourcesMethod
Opening

On 13 October, Gemini 4 Argon reached general availability and, the same day, the ARC Prize published its independent verification: 97.5% on ARC-AGI-3 with the harness designed with Google, 49.8% with the standard harness, the latter with runs that did not finish.[1,4] On 19 October, Vals AI published its Terminal-Bench 4.0 measurement, with Opus 5.5 ahead of Sonnet 5.5 — the opposite of what Anthropic says and of what Artificial Analysis shows.[6,7] Midweek, ANPD published the third report of its AI sandbox, with the first real tests.[17]

This edition's thesis, the seventh and the last that closes the gap since September: third-party verification, which this newsletter has asked for since its first issue, is arriving — and what it delivers is not a verdict, it is the geography of the doubt. It shows that the harness weighs as much as the model, that the same model varies nine points depending on who measures, and that a medical AI with a good benchmark score still invents references. Whoever decides a purchase still needs their own evaluation; now, at least, they know where to look.

The movements: Argon verified with two yardsticks; four sources for the same pair of models; the DeepSeek alias that changed model again, this time for the better; the week preview became production; and the sandbox that found what the benchmark does not. If you only have time for one: the fifth.

Judgments

  1. 1

    Through 31 March 2027, no model passes 70% on ARC-AGI-3 with the standard harness, in the ARC Prize's verification.

    moderate confidence
  2. 2

    By 31 March 2027, DeepSeek again swaps the model that answers to the name deepseek-flash.

    high confidence
  3. 3

    By 31 December 2026, the license of DeepSeek V4.1-Flash-1017's weights shows up as MIT in the repository.

    moderate confidence
  4. 4

    By 31 March 2027, the rapporteur presents an opinion on PL 2338/2023 in the Chamber's special committee.

    low confidence
  5. 5

    By 31 March 2027, the ARC Prize publishes a verification of Gemini 4 Argon on the standard harness with all runs complete.

    low confidence

How we read the judgments→

Panel

Six house indicators, read again every edition. Each reading is a number someone published, with the source next to it.
Closed frontier price
$50
US$ per million output tokens
$0 vs. no. 6
GPT-6 Astra and Claude Fable 5.1
Permissive open price
$0.87
US$ per million output tokens
$0.00 vs. no. 6
MiMo-V2.6-Pro (Xiaomi), index 46
The scissors
58×
closed frontier ÷ permissive open
0× vs. no. 6
50 ÷ 0.87
Terminal-Bench 4.0 ceiling
70.6%
best published score
0.0% vs. no. 6
Claude Sonnet 5.5, self-reported
SWE-bench Science ceiling
50.4%
bugs solved in scientific software
0.0% vs. no. 6
GPT-6 Astra (max), with Codex
PBIA: money that became a tender
1,009
R$ million, cumulative
0 vs. no. 6
Macaíba and RHAE IA; no new tender
How each indicator is measured
Closed frontier price.
List price, short context, of the most expensive general-purpose model among OpenAI, Anthropic and Google on the edition's day.
Permissive open price.
Since no. 2: list output price, on the lab's own API, of the open-weight model under MIT or Apache 2.0 ranked highest on the Artificial Analysis Intelligence Index. Up to no. 1 it was the lowest price among permissive open models with an index ≥ 55 — a cut that the index's new scale (v4.3, 7 September) left with no model at all.
The scissors.
Ratio between the two indicators above. It measures the distance in price, not in capability.
Terminal-Bench 4.0 ceiling.
Highest published score on the current Terminal-Bench version, self-reported or independent — always stated which. When the version changes, the series restarts.
SWE-bench Science ceiling.
Best model on the leaderboard kept by the OpenMOSS group (Fudan), independent of vendors. 119 tasks: differences of a few points are noise.
PBIA: money that became a tender.
Sum of published tenders and calls with a fixed value and a deadline whose object declares Brazil's AI Plan (R$ 23 billion announced for 2024–2028). Announcements, partnerships without a tender and funds with a commitment range instead of a value do not count.
IFrontier

Verified, with two yardsticks

Gemini 4 Argon became available to everyone and went through the ARC Prize's independent verification the same day: 97.5% on ARC-AGI-3 with the harness designed for it, 49.8% with the standard one — the latter with incomplete runs. A third party measured, and the question is still with what.

On 13 October, Gemini 4 Argon reached general availability on the Gemini API, with a model card published the same day: a sparse mixture-of-experts transformer, a new model and not a fine-tune of another, taking text, image, audio and video in and returning text, with a one-million-token window and knowledge up to March 2026. The price follows what was announced in September — US$ 2 and US$ 10 until 30 November, double from December —, with no free tier.1,2,3

The same day, the ARC Prize published its independent verification of the model on the semi-private set. On ARC-AGI-3, Argon scored 97.5% with the Provider Adapter — the harness that keeps reasoning state across requests and, in its case, uses context management designed by Google — and 49.8% with the standard harness. On ARC-AGI-1, 98.5%; on ARC-AGI-2, 91.2%.4 Figure 1 places it beside GPT-6 Astra, verified in September.

Figure 1
ARC-AGI-3, verified by the ARC Prize: the harness weighs more than the model
% of the semi-private set, best published reasoning setting on each harness.

On the standard harness, Argon's runs finished only 42 of 55 tasks at low reasoning, 46 at medium and 19 at high; the high point was excluded. The ARC Prize itself says the two harnesses do not compare.

Source: ARC Prize, verification pages for Gemini 4 Argon (13 October) and GPT-6 Astra (2 September). [4, 5]

See the data
% solved
GPT-6 Astra · Provider Adapter99.9%
Gemini 4 Argon · Provider Adapter97.5%
GPT-6 Astra · standard harness62.7%
Gemini 4 Argon · standard harness (incomplete)49.8%

Two readings. First: on the harness each lab optimizes for its own model, both are at the ceiling, and the 2.4-point gap says almost nothing. Second: on the common harness, Argon sits 13 points below Astra — but with runs that did not finish, which the ARC Prize warns probably underestimates the model. Independent verification did not settle the harness question; it put it in plain sight, with the numbers and the caveats side by side. That is what one can ask of a third party.

IIAgents and code

Who is better at the terminal depends on who measures

Vals AI published its Terminal-Bench 4.0 measurement, and there are now four numbers for Opus 5.5 and Sonnet 5.5. In two, Opus wins; in two, Sonnet. Opus varies 5.6 points across sources; Sonnet, 8.8.

In the archive:terminal-bench

On 19 October, Vals AI published its Terminal-Bench 4.0 leaderboard, with a single agent for every model (mini-SWE-agent), three runs per task and up to eight hours per task. Opus 5.5 leads at 65.15%, followed by Sonnet 5.5 (64.14%), GPT-6 Astra (59.60%), Fable 5.1 (58.08%) and Gemini 4 Argon (57.58%).6 Artificial Analysis, which also runs everything on its own harness, shows a different order on its evaluation page: Sonnet 5.5 at 63.6%, Opus 5.5 at 59.6%.7 The official leaderboard received no new entries in the week.8 Figure 2 brings the four sources together.

Figure 2
Opus 5.5 against Sonnet 5.5 on Terminal-Bench 4.0, according to four sources: two give the win to each
% of tasks solved. Each dot is a source: further right, better Opus; higher up, better Sonnet.
from the labs themselvesfrom third parties
55%60%65%70%55%60%65%70%Claude Opus 5.5 →↑ Claude Sonnet 5.5Anthropic, internal setupofficial leaderboardVals AIArtificial Analysis

The Artificial Analysis page has no per-model date, and it runs Claude models with the default fallback policy on.

Source: Sonnet 5.5 system card; [9] official Terminal-Bench 4.0 leaderboard, Anthropic submissions; [8] Vals AI, 19 October; [6] Artificial Analysis, evaluation page read on 23 October. [7]

See the data
Claude Opus 5.5Claude Sonnet 5.5
Anthropic, internal setupfrom the labs themselves64.8%70.6%
official leaderboardfrom the labs themselves64.9%61.8%
Vals AIfrom third parties65.2%64.1%
Artificial Analysisfrom third parties59.6%63.6%

The practical question — which of the two to use in a terminal agent — has a different answer by source: Opus on the official leaderboard and at Vals, Sonnet at Anthropic and at Artificial Analysis. The gap between the two never exceeds six points, and in the two third-party measurements it is one and four. What the figure shows most clearly is each model's spread: Opus 5.5 runs from 59.6% to 65.15% depending on who measures; Sonnet 5.5, from 61.8% to 70.6%. Harness differences — the agent, the time per task, network access, the fallback policy — weigh as much as the difference between models.

For the panel, the ceiling stays at Sonnet 5.5's self-reported 70.6%, by method. The week's highest independent number is Vals's, 65.15%, and it goes alongside. Seven editions in, this indicator's lesson is that an agent-benchmark ceiling without the name of who measured it is a number without a unit.

IIIOpen weights

The same name, six points more

DeepSeek again swapped the model behind `deepseek-flash`: V4.1-Flash-1017 scores 45 on the index, against 39 for the one serving the same name in September, at the same price. With it came a new charge — per search —, which weighs most precisely on those who use the cache well.

On 17 October, DeepSeek launched V4.1-Flash-1017, with weights on Hugging Face, a one-million-token window, output of up to 384 thousand and vision. It began answering to the name deepseek-flash on the website, the app and the API, and the old names — deepseek-v4-flash and deepseek-v4-flash-vision-exp — are served by it too. According to the company, the calling method and the price did not change.10 The weights' license was not confirmed at closing.

In no. 2, the problem was a fixed name starting to point at a different model. This time the swap is for the better: Artificial Analysis measured 1017 at 45 on the index at maximum effort, against 39 for September's V4.1-Flash — six points more, at the same price, with nobody changing a line.11 It is the same mechanism with the sign flipped, and no. 2's advice holds just the same: whoever runs their own evaluation against the name they use in production saw the change on the 17th; whoever does not finds out from the agent's behavior. 1017 sits one point behind MiMo-V2.6-Pro among open models — and, with no confirmed license, off the panel.

The same notice brings a new line on the bill: from 31 October, at 16:00 UTC, the API's search and page-fetch tools will cost US$ 0.75 per thousand calls.10 It looks small next to the token price. Code 1 shows when it is not.

Code 1 · python
How much search weighs in an agent task
# deepseek-flash a partir de 31/10: quanto pesa a busca na conta de uma tarefa de agente (US$, horário de pico)
entrada_cheia, entrada_cache, saida = 0.30, 0.006, 1.20   # US$ por milhão de tokens
busca = 0.75 / 1_000                                       # US$ por chamada de Search/Fetch

def tarefa(tokens_in=200_000, tokens_out=8_000, acerto=0.0, buscas=10):
    tokens = (tokens_in * ((1 - acerto) * entrada_cheia + acerto * entrada_cache) + tokens_out * saida) / 1e6
    return tokens, buscas * busca

print(f"{'cache':>6}{'buscas':>8}{'tokens':>9}{'busca':>8}{'busca/total':>13}")
for acerto in (0.0, 0.9):
    for buscas in (5, 10, 20):
        t, b = tarefa(acerto=acerto, buscas=buscas)
        print(f"{acerto:>6.0%}{buscas:>8}{t:>9.4f}{b:>8.4f}{b / (t + b):>13.0%}")
Output
 cache  buscas   tokens   busca  busca/total
    0%       5   0.0696  0.0037           5%
    0%      10   0.0696  0.0075          10%
    0%      20   0.0696  0.0150          18%
   90%       5   0.0167  0.0037          18%
   90%      10   0.0167  0.0075          31%
   90%      20   0.0167  0.0150          47%

Run on 23 October 2026 with Python 3.13. DeepSeek peak prices; off peak, tokens cost half, and search weighs even more. [12] The typical task — 200 thousand tokens read, 8 thousand written — is the one from nos. 3 to 5.

Without cache, ten searches are 10% of the task's bill. With a 90% cache hit rate — what no. 3 recommended —, the token share falls to a quarter, and the same ten searches become 31%; twenty searches, almost half. The cheaper the token gets, the more what is not a token shows on the invoice. A research agent that runs many short searches needs to count tool calls as carefully as it counts tokens.

IVOperations

The week preview became production

Opus 5.5's fast mode left preview, Grok Voice 3.0 reached the API charging by the minute and OpenAI began keeping cache for twelve hours. None of these announcements changes what a model knows; all change what it costs to run one.

On 15 October, Anthropic took Opus 5.5's fast mode out of preview: there is no longer any need to request access or send the beta header, and it has a default rate limit. It costs US$ 8 input and US$ 40 output, twice the normal price. Fast mode for Opus 5 and Opus 4.8 remains in preview.13 On 14 October, xAI put Grok Voice 3.0 on its voice API at US$ 0.08 per minute, the previous version's price; it is the model that now leads Artificial Analysis's voice index.14 And on the edition's day, OpenAI began offering cache writes valid for twelve hours, at US$ 5 per million tokens on 6.1 Sol, against US$ 2.50 for thirty minutes.15,16 Table 1 sums up what each change does to the bill.

Table 1
What left preview or entered the price list, 13 to 20 October
Availability and billing changes announced by the vendors themselves.
DateWhatPriceWhat changes for operators
13 OctGemini 4 Argon generally availableUS$ 2 / US$ 10 until 30 NovNo free tier; the price doubles in December
14 OctGrok Voice 3.0 on the voice APIUS$ 0.08 per minuteVoice billed by time, not by token: US$ 4.80 per hour of conversation
15 OctOpus 5.5 fast mode out of previewUS$ 8 / US$ 40Speed becomes a production option, with a default limit
17 OctDeepSeek V4.1-Flash-1017 on deepseek-flashUS$ 1.20 output at peakSame name, another model; search billed from 31 Oct
20 Oct12-hour cache at OpenAIUS$ 5 per million written (6.1 Sol)A prefix can last the whole working day

Source: Gemini API changelog, Anthropic release notes, Grok Voice 3.0 announcement, DeepSeek notice and OpenAI changelog and pricing. [2, 10, 13, 14, 15, 16]

The twelve-hour cache is the most useful change for agents. With a thirty-minute validity, an agent that sits idle over lunch loses the prefix and pays full input on returning; with twelve hours, it writes the prefix once in the morning and reads it at 5% of the price until the end of the day. Writing costs twice as much, and only pays off if the prefix is read many times — which, in an agent, is the rule. It is OpenAI's answer to the problem no. 3 described: the cache decides the bill, and a cache that expires too early is money lost without anything in the code looking wrong.

VBrazil

The sandbox found what the benchmark does not

In the third report of ANPD's AI sandbox, tests on a medical platform found hallucinations, references that do not exist and broken links — and the agency downgraded the maturity of the source-checking system. It is the kind of verification no leaderboard does. PL 2338 completed seven weeks stalled.

In the archive:anpd-sandbox-iapl-2338-marco-legal-iasupercomputador-rn-licitacao

Days after the second, ANPD published the third partial report of its AI regulatory sandbox, on test cycle 3, run with USP's Ciaam.17,18 For the first time there are test results, not just documentation. Table 2 sums up the three companies.

Table 2
ANPD's AI sandbox in cycle 3
Product, what was tested, what was found and the score on the assessment framework, before and after the cycle.
Company and productTestedFoundScore
Synapse AI — Trajetto, rail passenger flowData traffic, adversarial analysis (partial), algorithm on synthetic imagesData encrypted in transit, no identifiable plain-text data; two-factor authentication and external-integration controls missing45 → 68
Prevvine — STAiDOC, medical AI on language models30 clinical vignettes, by age, pregnancy, disability, race, income, region and other groupsHallucinations, nonexistent references and broken links; reference checking downgraded from TRL 7 to TRL 660 → 63
Metatext — GuardionAI, security for AI agentsNo tests in the cycle; architecture, data flows and documentationImpact report pending; questions on international transfer, with production in US data centers—

The report itself says the framework score does not prove regulatory compliance, and that cycle 4 must demonstrate the conditions set.

Source: ANPD, 3rd Partial Monitoring Report, cycle 3. [17]

Prevvine's row is the one that matters outside the sandbox. Thirty simulated clinical cases, spread across patient groups, found the failures model benchmarks do not measure: invented answers, citations of articles that do not exist, links that do not open. And the agency did not accept the vignette spreadsheet as proof of clinical performance or of absence of bias, because the results were not consolidated.17 It is a domain yardstick, built by a Brazilian regulator with a Brazilian university, and it is more demanding than any leaderboard cited in this series. Whoever builds AI for health in Brazil has here the best public model of what will be asked of them.

The rest of the week confirmed the deadlines. PL 2338/2023 reached seven weeks without movement in the Chamber; the last action is from 2 September.19 The Macaíba supercomputer session remains set for 4 November, at 10:00.20 The RHAE IA result is scheduled for December. The PBIA indicator closes the seventh edition at R$ 1.009 billion — the same value since August.

What to watch

  1. 31 Oct 2026, 16:00 UTC

    DeepSeek API search billing starts. By that date, too, the Mistral Large 4 weights promised in no. 6.10

  2. 4 Nov 2026, 10:00

    Macaíba supercomputer session.20

  3. 1 Dec 2026

    Argon moves to US$ 4 / US$ 20.3

  4. by 31 Dec 2026

    The V4.1-Flash-1017 weights license (judgment 3) and the RHAE IA final result.10

  5. by 31 Mar 2027

    The ARC-AGI-3 ceiling on the standard harness and a new Argon run (judgments 1 and 5); the next model behind deepseek-flash (judgment 2); an opinion on PL 2338 (judgment 4); cycle 4 of ANPD's sandbox.4,10,17,19

Last edition's judgments, revisited

What we said in no. 6 and what happened since.

  1. 1

    By 31 March 2027, OpenAI or Anthropic launches a model with an output price below US$ 0.50 per million tokens.

    open
  2. 2

    Mistral Large 4's weights come out by 30 November 2026, under Apache 2.0 or MIT.

    open
  3. 3

    The Macaíba supercomputer session takes place on 4 November 2026, with no further postponement.

    open
  4. 4

    The Macaíba supercomputer contract is signed by 31 December 2026.

    open
  5. 5

    When Haiku 5.5 appears on the official Terminal-Bench 4.0 leaderboard, it will sit within five points of the 39.2% Anthropic published.

    open

Cinco nº 6 · scoreboard

Sources

20
  1. 1
    Gemini 4 Argon — model card
    Google DeepMind · 13 Oct 2026
    Architecture, modalities, context window and knowledge cutoff.
  2. 2
    Gemini API changelog
    Google AI for Developers · 13 Oct 2026
    General availability of `gemini-4-argon` on 13 October.
  3. 3
    Gemini Developer API pricing
    Google AI for Developers · 22 Oct 2026
    Introductory price until 30 November and the one from 1 December; no free tier.
  4. 4
    Gemini 4 Argon — ARC Prize Verified
    ARC Prize Foundation · 13 Oct 2026
    Results by harness and reasoning level, incomplete runs and the caveat that the harnesses do not compare.
  5. 5
    GPT-6 Astra — ARC Prize Verified
    ARC Prize Foundation · 02 Sept 2026
  6. 6
    Terminal-Bench 4.0
    Vals AI · 19 Oct 2026
    Mini-SWE-agent for every model, average of three runs, up to eight hours per task.
  7. 7
    Terminal-Bench 4.0 — evaluation
    Artificial Analysis · 23 Oct 2026
    Sonnet 5.5 at 63.6% and Opus 5.5 at 59.6%, with the default fallback policy. The page does not date each row.
  8. 8
    Terminal-Bench 4.0 — leaderboard
    Terminal-Bench · 23 Oct 2026
    No new entries between 13 and 19 October.
  9. 9
    System Card: Claude Sonnet 5.5
    Anthropic · 28 Sept 2026
  10. 10
    DeepSeek-V4.1-Flash-1017 Release
    DeepSeek · 17 Oct 2026
    Weights, alias, old names, unchanged price and search billing from 31 October.
  11. 11
    Changelog
    Artificial Analysis · 18 Oct 2026
    V4.1-Flash-1017's 45 (18 October) and V4.1-Flash's 39 (10 September).
  12. 12
    Models & Pricing
    DeepSeek API Docs · 23 Oct 2026
    Peak and off-peak prices for `deepseek-flash`.
  13. 13
    Claude Developer Platform — release notes
    Anthropic · 15 Oct 2026
    Entry of 15 October: Opus 5.5 fast mode out of preview.
  14. 14
    Grok Voice 3.0
    SpaceXAI (xAI) · 14 Oct 2026
    Per-minute price and the first-place claim on the voice index.
  15. 15
    API changelog
    OpenAI · 20 Oct 2026
    12-hour prompt caching, on 20 October.
  16. 16
    API pricing
    OpenAI · 23 Oct 2026
    30-minute and 12-hour cache writes.
  17. 17
    3º Relatório Parcial de Monitoramento — Fase de Teste — Ciclo 3
    ANPD · 16 Oct 2026
    The document carries no date; its footnotes cite accesses on 14 October, and the project page was updated on the 16th.
  18. 18
    ANPD publica 3º relatório parcial de monitoramento do sandbox em IA e proteção de dados
    LegisMap · 16 Oct 2026
    Used only for the date; company descriptions follow the report.
  19. 19
    PL 2338/2023 — ficha de tramitação
    Câmara dos Deputados · 02 Sept 2026
    No movement since 2 September, per the open data API, read on 23 October.
  20. 20
    Seleção Pública nº 27/2026 — HPC para IA
    FACC · 23 Oct 2026
    Session on 4 Nov 2026, 10:00.

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