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.
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
Through 31 March 2027, no model passes 70% on ARC-AGI-3 with the standard harness, in the ARC Prize's verification.
- 2
By 31 March 2027, DeepSeek again swaps the model that answers to the name
deepseek-flash. - 3
By 31 December 2026, the license of DeepSeek V4.1-Flash-1017's weights shows up as MIT in the repository.
- 4
By 31 March 2027, the rapporteur presents an opinion on PL 2338/2023 in the Chamber's special committee.
- 5
By 31 March 2027, the ARC Prize publishes a verification of Gemini 4 Argon on the standard harness with all runs complete.
Panel
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.
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.
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.
See the data
| % solved | |
|---|---|
| GPT-6 Astra · Provider Adapter | 99.9% |
| Gemini 4 Argon · Provider Adapter | 97.5% |
| GPT-6 Astra · standard harness | 62.7% |
| 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.
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.
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.
The Artificial Analysis page has no per-model date, and it runs Claude models with the default fallback policy on.
See the data
| Claude Opus 5.5 | Claude Sonnet 5.5 | ||
|---|---|---|---|
| Anthropic, internal setup | from the labs themselves | 64.8% | 70.6% |
| official leaderboard | from the labs themselves | 64.9% | 61.8% |
| Vals AI | from third parties | 65.2% | 64.1% |
| Artificial Analysis | from third parties | 59.6% | 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.
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.
# 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%}") 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.
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.
| Date | What | Price | What changes for operators |
|---|---|---|---|
| 13 Oct | Gemini 4 Argon generally available | US$ 2 / US$ 10 until 30 Nov | No free tier; the price doubles in December |
| 14 Oct | Grok Voice 3.0 on the voice API | US$ 0.08 per minute | Voice billed by time, not by token: US$ 4.80 per hour of conversation |
| 15 Oct | Opus 5.5 fast mode out of preview | US$ 8 / US$ 40 | Speed becomes a production option, with a default limit |
| 17 Oct | DeepSeek V4.1-Flash-1017 on deepseek-flash | US$ 1.20 output at peak | Same name, another model; search billed from 31 Oct |
| 20 Oct | 12-hour cache at OpenAI | US$ 5 per million written (6.1 Sol) | A prefix can last the whole working day |
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.
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.
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.
| Company and product | Tested | Found | Score |
|---|---|---|---|
| Synapse AI — Trajetto, rail passenger flow | Data traffic, adversarial analysis (partial), algorithm on synthetic images | Data encrypted in transit, no identifiable plain-text data; two-factor authentication and external-integration controls missing | 45 → 68 |
| Prevvine — STAiDOC, medical AI on language models | 30 clinical vignettes, by age, pregnancy, disability, race, income, region and other groups | Hallucinations, nonexistent references and broken links; reference checking downgraded from TRL 7 to TRL 6 | 60 → 63 |
| Metatext — GuardionAI, security for AI agents | No tests in the cycle; architecture, data flows and documentation | Impact 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.
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
DeepSeek API search billing starts. By that date, too, the Mistral Large 4 weights promised in no. 6.10
Macaíba supercomputer session.20
Argon moves to US$ 4 / US$ 20.3
The V4.1-Flash-1017 weights license (judgment 3) and the RHAE IA final result.10
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
- 1
By 31 March 2027, OpenAI or Anthropic launches a model with an output price below US$ 0.50 per million tokens.
- 2
Mistral Large 4's weights come out by 30 November 2026, under Apache 2.0 or MIT.
- 3
The Macaíba supercomputer session takes place on 4 November 2026, with no further postponement.
- 4
The Macaíba supercomputer contract is signed by 31 December 2026.
- 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.
Sources
- 1Gemini 4 Argon — model cardArchitecture, modalities, context window and knowledge cutoff.
- 2Gemini API changelogGeneral availability of `gemini-4-argon` on 13 October.
- 3Gemini Developer API pricingIntroductory price until 30 November and the one from 1 December; no free tier.
- 4Gemini 4 Argon — ARC Prize VerifiedResults by harness and reasoning level, incomplete runs and the caveat that the harnesses do not compare.
- 5
- 6Terminal-Bench 4.0Mini-SWE-agent for every model, average of three runs, up to eight hours per task.
- 7Terminal-Bench 4.0 — evaluationSonnet 5.5 at 63.6% and Opus 5.5 at 59.6%, with the default fallback policy. The page does not date each row.
- 8Terminal-Bench 4.0 — leaderboardNo new entries between 13 and 19 October.
- 9
- 10DeepSeek-V4.1-Flash-1017 ReleaseWeights, alias, old names, unchanged price and search billing from 31 October.
- 11ChangelogV4.1-Flash-1017's 45 (18 October) and V4.1-Flash's 39 (10 September).
- 12Models & PricingPeak and off-peak prices for `deepseek-flash`.
- 13Claude Developer Platform — release notesEntry of 15 October: Opus 5.5 fast mode out of preview.
- 14Grok Voice 3.0Per-minute price and the first-place claim on the voice index.
- 15API changelog12-hour prompt caching, on 20 October.
- 16API pricing30-minute and 12-hour cache writes.
- 173º Relatório Parcial de Monitoramento — Fase de Teste — Ciclo 3The document carries no date; its footnotes cite accesses on 14 October, and the project page was updated on the 16th.
- 18ANPD publica 3º relatório parcial de monitoramento do sandbox em IA e proteção de dadosUsed only for the date; company descriptions follow the report.
- 19PL 2338/2023 — ficha de tramitaçãoNo movement since 2 September, per the open data API, read on 23 October.
- 20Seleção Pública nº 27/2026 — HPC para IASession on 4 Nov 2026, 10:00.
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