Ethan Mollick: Gemini 4 Carbon shows Google is back in the frontier race

emollick · x · 2026-11-11

Ethan Mollick argues Gemini 4 Carbon's significance is that Google is back in the frontier-model race with rapid releases and rapid improvement. The accompanying timeline shows Google's release cadence compressing from 236 days (3.1 Pro → 4 Argon) to just 28 days (Argon → Carbon), and Gemini 4 Carbon scoring 60 on the Artificial Analysis Intelligence Index — ahead of GPT-6 Astra (57) but behind Claude Fable 5.2 (65).

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