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Carbon Is Out, With A Clock On It
Two weeks ago, I told you Google shipped a model you couldn’t use.
As of Tuesday, you can, with conditions.
Here’s what happened.
Gemini 4 Carbon is now open to anyone paying for the Gemini API, and to Google AI Ultra subscribers in the Gemini app, AI Mode in Search and Antigravity.
AI Ultra starts at $100 a month.
If you’re on the $20 AI Pro plan, you get Argon, not Carbon.
Free users get neither.
Here’s the price.
$2 per million input tokens and $10 per million output, the same intro rate Argon launched at.
That rate ends November 30.
On December 1 it doubles to $4 and $20.
Translation: 19 days of the sale price, then the real bill. ⏰
Here’s what it does.
Google says Carbon ranks first on CursorBench 4.0 for coding, Zapier’s AutomationBench for workflows and Perplexity’s WANDR for research.
Cursor added it the same day and put it at the top of its own leaderboard at 60.4% on high effort.
Google’s phrase is “more than 2x lower cost per task” than the next outside model.
Google also says Argon is still the right pick for most coding and knowledge work.
Think about that.
Google’s own advice is to use the cheaper model for most jobs and save Carbon for the hard ones.
Speaking of this week...
Monday Anthropic cut Fable 5.2 to $8 and $40.
Tuesday Google opened Carbon at $2 and $10.
Two frontier models, two price moves, 24 hours apart, one of them on the morning its maker started selling an IPO.
The labs aren’t competing on intelligence this week.
They’re competing on your invoice. 💰
Let me explain what to do with 19 days.
If you pay for the Gemini API, run your hardest recurring task through Carbon now at the intro rate and measure it against Argon.
If it’s not clearly better on that task, you have your answer before the price doubles.
If you’re on AI Pro, you don’t need to do anything, because Google just told you Argon is fine for most of what you do.
Speaking of one model per job...
The whole lesson of this week is that the right tool is the one with one job.
Google says so.
Anthropic’s price list says so.
I put together a free set of prompts for seven AI employees that run your social media, each with one job: Trend Scout, Content Strategist, Hook Writer, Post Writer, Repurposing Machine, Engagement Assistant and Performance Analyst.
Turn one idea into 20 posts, hooks and replies a week, with a human review step before anything goes live.
Works in ChatGPT, Claude, Gemini or whatever you’re on.
Stop asking one AI to do everything.
Give every AI one job. 😏
Did You Know?
Argon is a noble gas.
It’s called noble because it almost never reacts with anything.
Carbon is the opposite, bonding with nearly every element in the table.
Google named the model that stays in the box Argon and the one that does everything Carbon, and I’m choosing to believe someone in Mountain View did that on purpose. 😂
A CRM so smart, it updates itself.
HubSpot's CRM is so smart, it now updates itself. Calls get logged and summarized the moment they end. New leads get researched and a first outreach drafted, automatically. Deals move forward on their own, with next steps flagged before you have to ask.
Even the one repetitive task you've been meaning to fix can now run itself, no code required. Customers using it are already seeing the difference.
This isn't the CRM you have to work hard to figure out. It's the one already working before you log in.
🗞️ The Tip AI News 🗞️
Anthropic’s IPO price is $70 to $78 a share.
The amended filing landed Tuesday.
825 million shares, up to $64.35 billion raised, trading expected November 19.
At the top of the range, Anthropic is worth $1.404 trillion fully diluted.
Last week the talk was $1.5 trillion.
A month ago it was $2 trillion.
Here’s the part worth reading twice.
Seven of Anthropic’s own chip and cloud suppliers agreed to buy $26 billion of non-voting stock at the IPO price.
Google and Nvidia put in $10 billion each.
AMD $2.5 billion.
Broadcom, Micron and Microsoft about $1 billion apiece.
TSMC $500 million.
Part of Google’s $10 billion was money it already owed under earlier agreements.
Sit with that.
The companies that sell Anthropic its compute are now buying Anthropic’s shares with the money Anthropic pays them for compute.
Your $20 month funds both sides of that trade.
One more line from the filing.
The seven co-founders each sell about 3.4 million shares, roughly $250 million apiece at the $74 midpoint.
A month ago, the number was $2 trillion.
Tuesday it was $74 in the filing. 👀
🔴 Black Friday Mystery
Jeff’s going live on Facebook with his Black Friday offer.
It’s a $297 value.
Black Friday price is $97.
The pre-sale price right now is $49.
Comment MYSTERY on the post to get in at the pre-sale price.
Over to You...
Open your AI bill from October and circle the one model that ran everything.
If it’s the expensive one, you’ve got 19 days to split the jobs before both price lists change. 🔥
Founder, AI Persona Method | TheTip.ai
Get paid to solve problems like this → AI Certified Consultant
PS.Pricing night for ANT is November 18 and the first trade is expected November 19. Thursday’s send will have the number the market puts on the thing you use every day.
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