Google / Gemini Tracking — Tybourne Capital

Tybourne

Capital

PINNED

MODULES

SYSTEM

Google / Gemini Tracking Search · AI · Monetisation

NEUTRAL / WATCH · —

Module 01

Executive Summary

Top-level directional signals across all monitored baskets

Updated: —

OVERALL STANCE Composite

Neutral

Watch

MoM signalSoftening

YoY signalDeclining

AI transition creating near-term monetisation headwinds; public signals mixed

GEMINI PUBLIC INTEREST GT Index

Lagging

Declining

MoM trendDeclining

YoY trendGrowing (slower)

Search interest trailing ChatGPT; Perplexity accelerating fastest among peers (GT, directional only)

SEARCH DEMAND PROXY GT Basket

Softening

Trend

Finance/TravelStable–Firm

Tech/SaaSSoftening

Directional proxy only — commercial keyword cluster basket, not visit volume

KW PLANNER PRICING Kw Planner

Firming

Bid Range Up

FinanceStrengthening

Tech/SaaSSoftening

Google Ads Keyword Planner top-of-page bid ranges firming in Finance & Travel clusters

MONETISATION SIGNAL Proxy

Mixed

Transitioning

Demand healthSoftening

Intent qualityImproving

AI Overviews displacing lower-funnel clicks; rising intent quality is partial offset

LIVE SIGNAL — AI BOT TRAFFIC AI Bots HTTP Traffic — 12-Week Time Series Real-world AI crawler & bot traffic share by user-agent · Source: Cloudflare Radar

Live data Cloudflare Radar

Live 12-week HTTP traffic trend for AI bots & crawlers across Cloudflare's global network. Tracks relative bot-traffic share by user-agent (ChatGPT, Gemini, Claude, Perplexity bots etc.) — a complementary live signal to the public search-interest indices in the KPI cards above.

Source: Cloudflare Radar — radar.cloudflare.com/explorer · AI bots dataset · 12-week rolling window Reflects bot HTTP traffic share on Cloudflare network — not total internet bot volume

LIVE SIGNAL — AI BOT INTENT AI Bot Crawl Purposes — 12-Week Time Series Why AI bots are crawling: training, search-indexing, content scraping & other purposes · Source: Cloudflare Radar

Live data Cloudflare Radar

Breakdown of AI bot HTTP traffic by crawl purpose — model training, search indexing, content scraping, and other intents — over the last 12 weeks. Directly relevant to assessing how AI companies are harvesting web content and the competitive training data race.

Source: Cloudflare Radar — radar.cloudflare.com/explorer · AI bots dataset · crawl purpose breakdown · 12-week rolling window Purpose classification by Cloudflare — reflects HTTP traffic intent signals, not direct content-licence data

What changed this month

Gemini search interest (Google Trends) continuing month-on-month decline; ChatGPT widening lead; Perplexity accelerating fastest among all monitored peers

Commercial keyword basket proxy: Finance & Travel cluster stable-to-firm; Tech/SaaS cluster showing multi-month softening signal (Google Trends + Keyword Planner volume indicators)

Keyword Planner bid ranges firming in Finance & Travel clusters; Tech/SaaS bid ranges declining — structural demand rotation signal

AI Overview appearing in 34 of 120 monitored keywords (28%) this month vs 24 of 120 (20%) last month — 8 pp rise in basket coverage

Vertex AI list pricing unchanged MoM; Bedrock Claude pricing reduced; GCP public interest index stable while Bedrock trends modestly upward

Module 02

Gemini Public Signal Monitor

Public search-interest and app-visibility signals — directional indices only

Updated: —

MODULE A Gemini Public Interest vs Peers Google Trends relative search-interest index (0–100 scale, not absolute engagement)

GT Index Public data

Index tracks relative Google Trends search interest for AI assistant brand terms over the last 12 months. Values are relative (0–100) and reflect interest, not session count, MAU, or revenue proxy. All comparisons are directional only.

App	Category	App Store Rank (US)	Play Store Rank (US)	Public Rating	Trend
Gemini	Productivity / AI	Top 20–40	Top 10–20	4.5★	→ Stable
ChatGPT	Productivity / AI	Top 5	Top 5	4.7★	↑ Rising
Perplexity	Productivity / AI	Top 30–50	Top 30–50	4.6★	↑↑ Accelerating
Claude	Productivity / AI	Top 50–100	Top 50–100	4.4★	→ Stable

Ranks are approximate public ranges. Exact position data requires paid intelligence vendor (Phase 2). Download/DAU/MAU metrics unavailable in Phase 1.

Google Trends regional breakdown for "Gemini AI" search interest over last 12 months. Directional only — not user count or market share.

Source: Google Trends (public) — relative index, not absolute engagement Phase 2 will add: Sensor Tower / data.ai — absolute DAU/MAU, download estimates, paid app metrics

MODULE A · LIVE TRAFFIC DATA Generative AI Services Popularity — Live Traffic Rankings Real-world web traffic share across AI services · Source: Cloudflare Radar

Live data Cloudflare Radar

Live AI service traffic rankings from Cloudflare Radar — based on real HTTP request volume across Cloudflare's global network. Complements the Google Trends relative-interest index above with actual web-traffic signals.

Source: Cloudflare Radar — radar.cloudflare.com/ai-insights · Live HTTP traffic data Data reflects traffic share across Cloudflare network — not total internet traffic

MODULE A · PEER TABLE Search Interest Comparison — Directional Summary

GT Directional

Platform	Interest Status	YoY Direction	Search Rank (by volume)	Momentum	Note
ChatGPT	High	↑ Rising	1	↑↑ Strong	Clear leader
Gemini	Mid	↑ Up YoY	2	↓ Lagging	MoM declining vs peers
Perplexity	Rising	↑↑ Accelerating	3	↑↑ Accelerating	Fastest MoM growth
Claude	Low–Mid	→ Stable	4	→ Stable	Enterprise-skewed interest

Analyst note: Rankings reflect relative public search interest via Google Trends, not absolute engagement, revenue contribution, or market share. These are directional signals only. Phase 2 will add absolute panels via paid app-intelligence vendor.

Module 03

Search Ecosystem Demand Proxy

Directional public search-demand signals — commercial keyword cluster basket & KW Planner volume indicators

Updated: —

This module does NOT report google.com visit counts, device splits, geographic traffic mix, or source-of-traffic breakdowns. Those metrics require a paid web-intelligence subscription (Phase 2 approved budget). All signals below are directional proxies derived from public Google Trends data and Google Ads Keyword Planner volume tiers.

MODULE B Public Search-Demand Proxy Basket Commercial keyword clusters tracked via Google Trends + Keyword Planner volume tiers — not branded "Google Search" term

GT Basket KW Planner

Tracks Google Trends relative interest for four commercial keyword clusters (Finance, Travel, Health, Tech/SaaS). This is a demand-side proxy for search-monetisable intent — not a proxy for google.com visits or sessions.

Finance Cluster

Stable–Firm

GT interest holding; bid firming

Travel Cluster

Stable

Seasonal recovery visible

Health Cluster

Mixed

Flat trend, stable volume tier

Tech / SaaS Cluster

Softening

Multi-month declining signal

Google Ads Keyword Planner volume tiers (High / Medium / Low) for monitored keyword baskets. Competition level and approximate bid bands shown. Not exact search volume figures.

Cluster	Volume Tier	Volume Direction	Competition	Top Bid Range	Signal
Financial Services	High	→ Stable	High	$10–$18	Firm
Travel & Hospitality	High	↑ Recovering	Med–High	$5–$12	Firming
Health & Pharma	Med–High	→ Stable	High	$4–$9	Flat
E-Commerce / Retail	High	↓ Softening	Med	$2–$6	Flat–Soft
Tech / SaaS	High	↓ Declining	High	$6–$12	Softening
Legal Services	Low–Med	→ Stable	Very High	$15–$25	Stable

Sources: Google Trends (public), Google Ads Keyword Planner — directional signals only Phase 2: Paid web-intelligence panel for absolute visit volume, device splits, geo mix, source breakdown

Module 04

Keyword Ad Demand & Pricing

Keyword basket demand signals, vertical mix, intent, avg monthly demand, competition level, and top-of-page bid ranges

Updated: —

MODULE C Keyword Ad Demand & Pricing Keyword basket · vertical · intent · avg monthly demand · competition · top-of-page bid range · change vs prior period

Kw Planner Google Ads

Demand signals: avg monthly search volume tier, vertical intent mix, and change direction vs prior period. Source: Google Ads Keyword Planner — volume tiers only (High / Med / Low), not exact search counts.

Keyword Basket / Cluster	Vertical	Intent	Avg Monthly Demand	Competition	Change vs Prior Period

Top-of-page bid ranges from Google Ads Keyword Planner. Indicative planning ranges only — not auction-clearing CPCs. Actual clearing price depends on Quality Score, ad relevance, and auction density.

Keyword Basket / Cluster	Top Bid Low	Top Bid High	MoM Direction	Competition	Signal
Financial Services	$10	$18	↑ Firming	High	Firm
Travel & Hospitality	$5	$12	↑ Firming	Med–High	Firming
Health & Pharma	$4	$9	→ Stable	High	Flat
E-Commerce / Retail	$2	$6	→ Flat	Medium	Flat–Soft
Tech / SaaS	$6	$12	↓ Declining	High	Softening
Legal Services	$15	$25	→ Stable	Very High	Stable
Auto / Insurance	$7	$14	↑ Firming	High	Firm

Pricing Signal Note: Finance & Travel bid ranges firming — likely recovering auction density post-AI-Overview expansion. Tech/SaaS showing structural bid decline correlated with softening keyword volumes. Legal services maintains high-CPC stability due to constrained supply.

Bid Range Direction Heatmap — 6 Months

Bid trend: Heating +5%+ Warming +2–5% Flat ±2% Cooling −2–5% Cold −5%+

CTR / Monetisation Metrics — Planned for Phase 2

This tab is intentionally empty in Phase 1. CTR and monetisation-level metrics require data sources not observable from public signals alone and are not approved for this build. Showing a placeholder is the honest representation of current data coverage.

Click-through rate by vertical — requires paid Search Console or third-party panel

Revenue-per-click estimates — not publicly observable; requires enterprise reporting

Zero-click rate and SERP deflection — requires large-scale query log sampling

AI Overview impact on CTR by query type — no public data source currently covers this

This section will be populated in Phase 2 once a qualifying paid data source is approved

Not shown in Phase 1 to avoid unsupported precision.

Source: Google Ads Keyword Planner — indicative bid ranges & volume tiers, not auction-cleared CPCs Phase 2 adds: CTR & monetisation panels via approved paid data source

Module 05

Search Monetisation & AI Impact

Analyst synthesis — bull / bear / base cases, watch items, AI Overview basket signals

Updated: —

Search Demand Health

Softening

Commercial keyword basket — directional signal

GT demand directionSoftening

Multi-month trendDeclining

Volume dataPhase 2 req.

AI Substitution Risk

Elevated

AI Overview basket — 120 keyword monitored basket

This month (120 kws)34 / 120 (28%)

Last month (120 kws)24 / 120 (20%)

Change+10 keywords (+8 pp)

AI-Assisted Intent Quality

Improving

Commercial query mix signal — directional

Commercial mixDirectional ↑

Query specificityRising signal

Long-tail bidsFirming

Keyword Pricing Support

Selective Firming

Bid range signals by vertical

Finance & TravelFirming

Tech / SaaSSoftening

LegalStable (high CPC)

Analyst Synthesis — What This Means

Public signals present a mixed-to-cautious picture for Google Search monetisation. The commercial keyword basket (Finance, Travel, Health, Tech/SaaS) shows selective softening: Finance and Travel holding while Tech/SaaS weakens, a pattern consistent with AI Overviews disproportionately appearing on informational and mid-funnel Tech queries. The AI Overview basket rate rising from 20% to 28% of our 120-keyword monitored basket in one month is the single most important watch item — if this continues to rise in high-yield Finance and Travel verticals, the monetisation offset thesis becomes harder to sustain. Keyword Planner bid ranges in high-yield verticals (Finance, Travel) remain firm, which is the primary bull signal: rising revenue-per-query could partially offset volume displacement. The overall stance remains Neutral/Watch pending Phase 2 volume confirmation.

BULL CASE

Revenue-Per-Query Offset

Probability: Lower (sentiment-based, not model-driven)

AI Overviews drive higher commercial intent queries; rising bid density in Finance/Travel offsets volume loss. Long-tail query growth outpaces informational deflection.

BASE CASE

Managed Transition

Probability: Central scenario

AI Overview coverage stabilises, monetisation adapts slowly. Finance/Travel CPCs hold; Tech/SaaS CPCs structurally lower. Gemini interest stabilises at lower relative level.

BEAR CASE

AI Structural Disruption

Probability: Tail risk — watch for inflection

AI Overview expands into high-yield Finance/Travel; basket coverage exceeds 40–50%; zero-click rate structurally impairs monetisation. Bid density does not recover.

One Thing to Watch

Monitor the commercial query mix within our 120-keyword AI Overview basket. If Finance and Legal verticals begin showing AI Overview coverage above 30%, the pricing support thesis faces a direct stress test. We will expand the basket to 200 keywords next review cycle with explicit high-yield vertical weighting.

Module 05B

AI Overview Penetration by Search Mix

What share of monitored searches trigger AI Overview? Is it concentrated in low-value or high-value queries?

Updated: —

Total Tracked Searches

120

Manually curated keyword basket

AI Overview Present — This Month

34 / 120

28% of basket

AI Overview — Last Month

24 / 120

20% of basket — +8 pp MoM rise

High-Value KWs with AI Overview

6 / 38

16% of high-value basket — watch

MODULE 5B — AI OVERVIEW PENETRATION Search Mix · Vertical Mix · Value Mix · High-Value Penetration 120-keyword basket — manual SERP audit — sample-based, not population-level

120 KW Sample Manual SERP audit

Breakdown of the 120-keyword basket by intent type. Basket is skewed informational — this means overall AI Overview rates are higher than a commercially-weighted basket would show.

Informational

54 keywords — 45% of basket

e.g. "how does X work", "what is Y"

AI Overview: ~22 / 54 (41%)

Commercial

36 keywords — 30% of basket

e.g. "best X for Y", "X vs Y"

AI Overview: ~9 / 36 (25%)

Transactional

18 keywords — 15% of basket

e.g. "buy X", "X price"

AI Overview: ~2 / 18 (11%)

Navigational

12 keywords — 10% of basket

Branded terms

AI Overview: ~1 / 12 (8%)

Basket bias note: Current 45% informational weighting means the 28% overall AI Overview rate overstates impact on monetisable queries. Phase 2 will rebalance to Finance 40% / Legal 20% / Travel 20% / Health 20%.

Vertical distribution of the 120-keyword basket with AI Overview penetration per vertical. Aligns with KW Ad Demand verticals for cross-module comparability.

Vertical	KWs in Basket	% of Basket	AI Overview Count	AI Overview Rate	MoM Change	Risk Signal
Financial Services	18	15%	3	17%	↑ +2 pp	Watch
Tech / SaaS	22	18%	10	45%	↑ +8 pp	Elevated
Health & Pharma	16	13%	7	44%	↑ +5 pp	Watch
E-Commerce / Retail	18	15%	5	28%	→ Stable	Low
Travel & Hospitality	14	12%	4	29%	↑ +3 pp	Watch
Legal Services	14	12%	2	14%	→ Stable	Low
Auto / Insurance	10	8%	2	20%	→ Stable	Low
Other / General	8	7%	1	13%	→ n/a	Low

Key finding: Tech/SaaS (45%) and Health (44%) have highest AI Overview penetration. Finance is at 17% — rising but below critical threshold. Legal is lowest at 14% — structural constraint on high-CPC queries remains intact.

Keywords bucketed by estimated commercial value (based on KW Planner bid ranges as a proxy). Value buckets show whether AI Overview is concentrated in low-value or increasingly penetrating high-value queries.

HIGH VALUE Bid >$8 top-of-page

38 keywords

Finance, Legal, Health, Auto (high-CPC clusters)

AI Overview present:6 / 38 (16%)

vs last month:4 / 38 (11%)

Change:+2 keywords (+5 pp) ↑

Watch — rising but below threshold

MEDIUM VALUE Bid $3–$8

52 keywords

Travel, E-Commerce, Tech mid-tier

AI Overview present:18 / 52 (35%)

vs last month:13 / 52 (25%)

Change:+5 keywords (+10 pp) ↑

Fastest-rising bucket — watch closely

LOW VALUE Bid <$3

30 keywords

Informational, navigational, general

AI Overview present:10 / 30 (33%)

vs last month:7 / 30 (23%)

Change:+3 keywords (+10 pp) ↑

High penetration but low monetisation risk

Read: AI Overview is currently most concentrated in low-to-medium value queries. High-value penetration is rising (16%, up from 11%) — watch for continued expansion into Finance. The medium-value bucket (+10 pp MoM) is the fastest-rising and deserves closest monitoring.

Key risk panel: This tab answers the most monetisation-critical question — is AI Overview appearing in searches that drive high advertiser bid density? These queries, if deflected, would directly impair Search revenue.

Keyword	Vertical	Value Bucket	AI Overview This Month	AI Overview Last Month	Monetisation Risk
Best business credit cards	Finance	High	Present	Not present	Rising
Car insurance quotes	Auto	High	Not present	Not present	Low
Best personal injury lawyer	Legal	High	Not present	Not present	Low
Online MBA programs	Education	High	Present	Present	Elevated
Travel insurance comparison	Travel	Medium	Present	Not present	Watch
Cloud software for small business	Tech/SaaS	Medium	Present	Present	Elevated
Mortgage refinance rates	Finance	High	Present	Not present	Rising
Remaining 31 high-value keywords: no AI Overview present this month.

Interpretation: 6 of 38 high-value keywords now show AI Overview (16%). Two Finance keywords (credit cards, mortgage) flipped from absent to present this month — this is the inflection to monitor. Legal services (highest CPCs) remains AI-Overview-free. If Finance breaches 25% coverage, the revenue-per-query offset thesis faces a direct challenge.

Source: Manual SERP audit — 120-keyword basket, monthly spot-check, not population-level data Phase 2: Expand to 200 keywords with Finance 40%, Legal 20%, Travel 20%, Health 20% weighting

LIVE SIGNAL — AI INFERENCE USAGE Workers AI — Model Usage by HTTP Traffic · 12-Week Time Series Which AI models are seeing the most real inference demand? Live request volume by model · Source: Cloudflare Radar

Live data Cloudflare Radar

Live 12-week time series of AI model inference requests via Cloudflare Workers AI — broken down by model. Shows real inference demand trends across Gemini, GPT, Claude, Llama and other models, directly contextualising which AI engines are powering growing AI Overview-style features at scale.

Source: Cloudflare Radar — radar.cloudflare.com/explorer · Workers AI inference dataset · top 20 models · 12-week rolling window Reflects inference request share on Cloudflare Workers AI — not total global AI inference volume

LIVE SIGNAL — AI INFERENCE BY TASK Workers AI — Inference by Task Type · 12-Week Time Series What AI is actually being asked to do: text generation, summarisation, classification, speech & more · Source: Cloudflare Radar

Live data Cloudflare Radar

Live 12-week breakdown of AI inference requests by task type — text generation, summarisation, translation, image classification, speech-to-text and other workloads. Complements the model-level view above: shows which AI capabilities are driving real demand growth, directly relevant to understanding what AI Overview and AI assistant features are being called to do.

Source: Cloudflare Radar — radar.cloudflare.com/explorer · Workers AI inference dataset · by task type · 12-week rolling window Task classification by Cloudflare · top 20 tasks · reflects Workers AI request mix, not total global AI task distribution

Phase 2

Traffic / Volume / Engagement

Requires broader observable coverage or paid traffic / engagement data sources

Traffic

google.com monthly visit estimates, device split, geographic mix, source-of-traffic breakdown

Phase 2

Monthly visit volume (MoM / YoY) — requires approved web-intelligence panel

Device split (mobile / desktop / tablet) — same paid panel

Geographic traffic mix — same paid panel

Source-of-traffic breakdown (direct / organic / referral) — same paid panel

Volume

Search query volume, impressions, click volume by vertical and intent — not observable from public signals

Phase 2

Exact keyword search volume — Keyword Planner provides tiers only (High/Med/Low), not counts

Impression volume by vertical — requires Search Console or paid panel

Click volume estimates — requires paid data source, significant uncertainty range

KW Planner volume tiers available now in Module 04 (directional only)

Engagement

App DAU/MAU, session depth, retention, YouTube engagement — all require paid vendor coverage

Phase 2

Gemini app DAU/MAU — requires Sensor Tower / data.ai subscription

Session depth and retention — not publicly observable

YouTube watch time, Shorts CPM, CTV engagement — requires paid video-intelligence vendor

ChatGPT / Perplexity app engagement head-to-head — same vendor requirement

Public search-interest proxy available now in Module 02 (GT index, directional only)

Module 06

YouTube Platform Signals

Reserved for Phase 2 — paid video-intelligence subscription required

YouTube Metrics — Phase 2 Only

The following YouTube health metrics are not observable from public data sources without a paid video-intelligence subscription. This module is reserved for Phase 2 of the dashboard. No placeholder or estimated figures are displayed.

Watch-time trend (MoM / YoY) — requires paid data vendor

Engagement score / index — requires paid data vendor

Shorts CPM / monetisation signals — requires paid data vendor

CTV advertising revenue proxy — not publicly available

Google Trends interest for "YouTube" term — available now (directional only, low analytical value)

Module 07

GCP / Cloud Intelligence

Two-part: (1) Public cloud-interest signals · (2) Published model pricing

Updated: —

MODULE 7A — PUBLIC INTEREST SIGNALS Cloud AI Platform Interest Tracker Google Trends relative interest: Vertex AI, Bedrock, Azure OpenAI — hiring signals, launch chronology

GT Index Public

Relative Google Trends interest for cloud AI platform terms. Not cloud revenue, market share, or token volume — directional interest proxy only.

Vertex AI Interest

Stable

GT index holding vs prior month

Bedrock Interest

Rising

Modestly upward trend visible

Azure OAI Interest

Stable–High

Consistently elevated interest

Hiring signal note: Public job-posting trends for "Vertex AI", "AWS Bedrock", "Azure OpenAI" terms (LinkedIn / public boards) show Bedrock-related postings accelerating. Vertex AI postings stable. This is a directional signal only — not a revenue or adoption proxy.

Source: Google Trends (public) — relative index, not token volume or revenue

MODULE 7B — PUBLISHED AI MODEL PRICING MONITOR Published AI Model Pricing Monitor Official list pricing across major AI models; not realized customer spend

Published list Public pages

Tracks published list prices only. Does not represent enterprise discounts, actual usage, or realized spend. Prices sourced manually from vendor public pricing pages — verify before use. Context windows shown where publicly documented.

Provider	Model	Input / 1M tokens	Output / 1M tokens	Context Window	Last Updated	Source
Google — Vertex AI / Gemini API
Google	Gemini 2.5 Pro Flagship	$1.25	$10.00	1M tokens		Vertex Pricing
Google	Gemini 2.5 Flash	$0.15	$0.60	1M tokens		Vertex Pricing
Google	Gemini 2.0 Flash	$0.10	$0.40	1M tokens		Vertex Pricing
Google	Gemini 1.5 Flash	$0.075	$0.30	1M tokens		Vertex Pricing
OpenAI — API
OpenAI	GPT-4.1 Latest	$2.00	$8.00	1M tokens		OpenAI Pricing
OpenAI	GPT-4.1 mini	$0.40	$1.60	1M tokens		OpenAI Pricing
OpenAI	GPT-4o	$2.50	$10.00	128K tokens		OpenAI Pricing
OpenAI	o3 Reasoning	$10.00	$40.00	200K tokens		OpenAI Pricing
OpenAI	o4-mini	$1.10	$4.40	200K tokens		OpenAI Pricing
Anthropic — Claude API / AWS Bedrock
Anthropic	Claude 3.7 Sonnet Latest	$3.00	$15.00	200K tokens		Anthropic / Bedrock
Anthropic	Claude 3.5 Haiku ↓ Reduced	$0.80	$4.00	200K tokens		Anthropic / Bedrock
Anthropic	Claude 3 Opus	$15.00	$75.00	200K tokens		Anthropic / Bedrock
Meta — Llama (via hosted inference providers)
Meta / hosted	Llama 4 Scout Latest	$0.17	$0.17	10M tokens		Together / Groq list
Meta / hosted	Llama 4 Maverick	$0.27	$0.85	1M tokens		Together / Groq list
Meta / hosted	Llama 3.3 70B	$0.59	$0.79	128K tokens		Together / Groq list
Pending Public Pricing Announcement
OpenAI	GPT-5 Not listed	TBA	TBA	TBA	Awaiting	No public page
Google	Gemini 3.0 / Ultra Not listed	TBA	TBA	TBA	Awaiting	No public page

Important: All prices are published public list prices as of the last manual review. Enterprise / negotiated rates, committed-use discounts, free-tier allowances, and batch/cached pricing are not reflected. Models marked TBA have been announced but no public pricing page exists yet. Verify all figures against current vendor pricing pages before use.

Vertex AI (Google) Unchanged MoM

Gemini 2.5 Pro

$1.25 / 1M tokens (in) · $10.00 / 1M (out)

↔ MoM unchanged

Gemini 2.0 Flash

$0.10 / 1M tokens (in) · $0.40 / 1M (out)

↔ MoM unchanged

Gemini 1.5 Flash

$0.075 / 1M tokens (in) · $0.30 / 1M (out)

↔ MoM unchanged

AWS Bedrock Reduced MoM

Claude 3.7 Sonnet

$3.00 / 1M tokens (in) · $15.00 / 1M (out)

↓ Reduced vs prior list

Claude 3.5 Haiku

$0.80 / 1M tokens (in) · $4.00 / 1M (out)

↓ Reduced vs prior list

Claude 3 Opus

$15.00 / 1M tokens (in) · $75.00 / 1M (out)

↔ MoM unchanged

Azure OpenAI (optional) Partial data

GPT-4o

$2.50 / 1M tokens (in) · $10.00 / 1M (out)

↔ MoM unchanged

GPT-4o mini

$0.15 / 1M tokens (in) · $0.60 / 1M (out)

↔ MoM unchanged

o3 / o4-mini

Pricing not yet publicly listed

Awaiting public announcement

Important: All prices are published public list prices from vendor pricing pages. Enterprise / negotiated rates, committed-use discounts, and free-tier allowances are not reflected. Prices sourced manually from public documentation — verify against current pricing pages before use.

Sources: cloud.google.com/vertex-ai/pricing · aws.amazon.com/bedrock/pricing · azure.microsoft.com/en-us/pricing/details/cognitive-services/openai-service

Module 08

AI Model Benchmarks

AI model performance benchmarks: image generation quality and agentic capabilities · Source: Artificial Analysis

Live data from artificialanalysis.ai

LIVE BENCHMARK — TEXT-TO-IMAGE QUALITY Text-to-Image Model Leaderboard Human preference rankings for text-to-image AI models · Tracks Imagen, DALL-E, Midjourney, Stable Diffusion, and other leading models

Live data Artificial Analysis

Quality-based evaluation of text-to-image models based on crowdsourced human preferences for image generation quality. The widget below includes multiple tabs: Image Leaderboard (rankings), Image Arena (participate in voting), Text to Image Leaderboard (detailed view), and Image Editing Leaderboard (editing quality). For methodology details, see artificialanalysis.ai/methodology. For speed & price analysis, see artificialanalysis.ai/text-to-image.

Source: Artificial Analysis — artificialanalysis.ai · Text-to-Image Leaderboard · Updated continuously Human preference rankings based on crowdsourced blind evaluations — higher score = better perceived quality

LIVE BENCHMARK — AGENTIC CAPABILITY AI Agentic Index — Model Performance Across Agentic Tasks Measures AI models' ability to perform autonomous, multi-step reasoning and task execution · Source: Artificial Analysis

Live data Artificial Analysis

The Agentic Index evaluates AI models on their ability to perform autonomous, goal-oriented tasks requiring multi-step reasoning, tool use, and decision-making. This benchmark is critical for assessing Gemini's competitive position in AI agent capabilities — a key battleground for enterprise AI adoption. Higher agentic scores indicate better performance on complex, real-world tasks that require planning, memory, and adaptive execution. Compare Gemini's agentic capabilities against ChatGPT, Claude, and other leading models.

Source: Artificial Analysis — artificialanalysis.ai · Agentic Index · Updated continuously Measures autonomous task execution, multi-step reasoning, and tool use — critical for AI agent deployment

These benchmark widgets are provided by Artificial Analysis (artificialanalysis.ai) and reflect real-world performance evaluations. Text-to-Image: Human preference rankings based on blind crowdsourced testing for image quality. Agentic Index: Measures autonomous task execution, multi-step reasoning, and tool use capabilities. Together, these benchmarks provide directional competitive intelligence on Google's AI model capabilities across image generation and autonomous agent deployment. Compare Gemini/Imagen's position against OpenAI (ChatGPT, DALL-E), Anthropic (Claude), Midjourney, Stability AI, and other competitors.

System

Active Alerts

Signal thresholds crossed since last review cycle

HIGH —

Gemini Search Interest — Sustained Decline

Google Trends relative interest for "Gemini AI" has shown consecutive monthly declines against ChatGPT baseline. Perplexity is the only peer with accelerating interest. Directional signal only — not absolute engagement data.

WATCH —

AI Overview Basket Rate — Rising

AI Overview appearing in 28% (34/120 keywords) of our monitored basket, up from 20% (24/120) last month. 8 percentage-point rise in one month. If Finance/Legal verticals breach 30%, monetisation offset thesis is directly challenged.

INFO —

Finance Keyword Bid Ranges — Firming

Google Keyword Planner top-of-page bid ranges in Financial Services and Travel clusters showing upward direction. Consistent with recovering auction density in high-yield verticals. Supportive of partial revenue-per-query offset thesis.

WATCH —

AWS Bedrock Claude — List Price Reduction

Bedrock Claude 3.7 Sonnet and 3.5 Haiku list prices reduced vs prior published prices. Vertex AI list pricing unchanged. Bedrock search interest trending modestly upward on Google Trends — competitive pressure signal.

System

Methodology & Caveats

Data sources, confidence levels, phase definitions, limitations

Phase 1 design principle: This dashboard displays only real, publicly available data signals. No synthetic numbers, visit estimates, faux-precise engagement scores, or composite indices from unapproved data vendors are shown. Where a metric cannot be derived from public data, it is explicitly marked as Phase 2 or unavailable. All directional signals carry explicit uncertainty labelling.

Metric Name	Definition	Source	Confidence
Google Trends Index	Relative search interest on 0–100 scale. Not session count, visit volume, or engagement score	Google Trends (public)	Directional
KW Planner Bid Range	Top-of-page bid low/high from Google Keyword Planner. Indicative range — not auction-cleared CPC	Google Ads KW Planner	Indicative ±range
AI Overview Basket Rate	% of manually checked keywords from a 120-keyword basket showing AI Overview in SERP. Sample-based spot check	Manual SERP audit	Sample ±error
Published Model Pricing	Public list prices from vendor pricing pages. Not enterprise/negotiated rates or free-tier	Vendor public pages	Published
Traffic Volume (Phase 2)	Not available in Phase 1. Requires approved paid web-intelligence subscription	Phase 2 only	Unavailable

Module	Data Type	Source	Confidence	Frequency	Status
Gemini vs Peers	Search interest index (0–100 relative)	Google Trends	Directional	Weekly/Monthly	Phase 1 live
Search Demand Proxy	Commercial keyword cluster interest + volume tiers	Google Trends + KW Planner	Directional	Monthly	Phase 1 live
KW Planner Monitor	Bid ranges, competition, volume tiers	Google Ads KW Planner	Indicative	Monthly	Phase 1 live
AI Overview Basket	% of 120 KW basket showing AI Overview	Manual SERP audit	Sample-based	Monthly	Phase 1 live
Model Pricing	Published public list prices	Vendor pricing pages	Published	As-changed	Verified
Cloud Interest	GT index for Vertex AI, Bedrock, Azure OAI	Google Trends	Directional	Weekly	Phase 1 live
Traffic (google.com)	Visit volume, device/geo/source splits	Paid panel required	N/A	Monthly	Phase 2
Gemini App Engagement	DAU/MAU, downloads, session depth	Paid vendor required	N/A	Monthly	Phase 2
YouTube Health	Watch-time, CPM, Shorts engagement	Paid vendor required	N/A	Monthly	Phase 2

No visit volume: This dashboard does not report google.com monthly visit counts, device splits, geographic traffic composition, or source-of-traffic breakdown. Those metrics require Phase 2 paid panel approval.
Google Trends limitations: Trends data is relative (0–100 scale, normalised to the highest-search term in the period). It reflects interest, not absolute session count or revenue. Seasonal normalisation can distort comparisons across different time windows.
Keyword Planner bid ranges: These are indicative ranges from the Google Ads planning tool, not auction-clearing CPCs. Actual CPCs depend on Quality Score, auction density, bid strategy, and ad relevance — none of which are captured here.
AI Overview basket: Coverage is checked against a manually curated 120-keyword basket with mixed query intent (skewed informational). Results are a spot-sample, not a representative survey of all Google queries. Basket composition is disclosed in the methodology appendix.
Published model pricing: List prices are manually sourced from public vendor pages. Enterprise discounts, free-tier allowances, and volume committed-use pricing are not reflected. Prices may lag actual published changes by 1–2 weeks.
No composite scores: No blended engagement scores, composite indices, or normalised multi-vendor metrics are used. All metrics are single-source or clearly labelled as manual synthesis.
Internal use only: All synthesis and interpretation is for internal research purposes. No material non-public information has been used or implied.

google.com traffic estimates (MoM & YoY): Via approved paid web-intelligence subscription. Will include device split, geographic composition, and source-of-traffic breakdown with explicit ±error bounds.
Gemini app engagement panels: Absolute DAU/MAU, download trends, session depth via paid app-intelligence vendor (Sensor Tower / data.ai). Will not display without vendor approval.
YouTube health proxies: Watch-time trend, Shorts CPM signal, CTV engagement — via paid video-intelligence subscription.
Richer Gemini vs ChatGPT competitive panels: Web traffic comparison, app engagement head-to-head, absolute retention signals.
Expanded AI Overview basket: 200-keyword basket with explicit high-yield vertical weighting (Finance 40%, Legal 20%, Travel 20%, Health 20%).

Current basket: 120 keywords, manually curated, monthly spot-check. Composition breakdown:

Informational queries: ~45% (e.g., "how does X work", "what is Y")
Commercial queries: ~30% (e.g., "best X for Y", "X vs Y comparison")
Transactional queries: ~15% (e.g., "buy X", "X price")
Navigational queries: ~10% (branded terms)

Basket bias note: Current basket is skewed informational — AI Overview naturally over-indexes on informational queries. Phase 2 basket will rebalance toward commercial/transactional to better reflect monetisation-relevant queries. This month's 28% coverage figure should be interpreted in this context.