METRIC DETAIL

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Google / Gemini Tracking Search · AI · Monetisation
NEUTRAL / WATCH · —
Module 01

Executive Summary

Top-level directional signals across all monitored baskets
Updated: —
TOTAL AI USAGE PROXY Cloudflare + GT
+18.2%
q/q
Q/Q growth+18.2%
Y/Y growth+147%
Best available top-line usage proxy; Cloudflare bot traffic + Google Trends composite
GEMINI SHARE TREND GT Index
#2 → #2
-2.1 pts
Q/Q share-2.1 pts
Rank#2 (stable)
Relative share vs ChatGPT, Claude, Perplexity; GT index normalized to 100
SEARCH VOLUME / DEMAND KW Planner
-3.4%
q/q
Q/Q change-3.4%
Y/Y change+8.1%
Commercial keyword basket volume; comparable to Google-reported query growth
SEARCH PRICING KW Planner
+5.7%
q/q
Q/Q change+5.7%
Y/Y change+12.3%
Blended CPC proxy from high-value keyword bid ranges (Finance, Legal, Travel)
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: —
Phase 1 — Public Proxy Data Only
Cloudflare AI traffic + Google Trends relative interest. Phase 2: absolute DAU/MAU via paid vendor (Sensor Tower / data.ai).
CATCH-UP TRACKER Gemini vs Peers — Catch-Up Tracker Is Gemini catching up to the others?
Cloudflare + GT Public data
  Primary metric: Cloudflare AI services traffic share + Google Trends search interest. Columns show current proxy level, q/q change, y/y change, rank/share change. Directional only — not absolute usage or revenue.
Platform Current Proxy Level q/q Change y/y Change Rank / Share Change Source
ChatGPT 86 (GT Index) +4.8% +19.4% #1 (unchanged) Google Trends
Gemini 46 (GT Index) -2.1% -11.5% #2 → #2 Google Trends
Perplexity 31 (GT Index) +7.6% +210% #3 (accelerating) Google Trends
Claude 22 (GT Index) +4.8% +83% #4 (stable) Google Trends
Data note: GT Index is 0–100 relative scale (not absolute users). Cloudflare traffic data supplements this via live embed below. Phase 2: paid app-intelligence vendor for absolute DAU/MAU.
  Fallback only — normalized public interest, not direct usage. 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.
⚠️ Placeholder data: Chart shows synthetic directional curves for illustration. Live data integration pending (Cloudflare API + GT API).
Source: Cloudflare AI traffic + Google Trends (public) — directional proxies only Phase 2: Sensor Tower / data.ai — absolute DAU/MAU, download estimates
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 Volume / Demand Tracker

Historical search volume proxy — filed click/volume history vs external proxies · Search revenue = volume × price
Updated: —
Phase 1 — Filed Volume History + External Proxies
This module tracks search volume using public-filings-derived click/volume history and external proxies (Google Ads Search Trends / Insights, optional GT overlay). Google Trends is NOT used as the main number — it is sampled and normalized, good for direction only, not model input.
MODULE A — HISTORICAL VOLUME PROXY Historical Search Volume Proxy Filed click/volume history vs external proxies — Google Ads Search Trends / Insights · Baseline level, q/q %, y/y %
Filed Data External Proxy
  Sources: Public-filings-derived volume/click history (filed data), Google Ads Search Trends / Insights (external proxy), optional Google Trends overlay (directional only). ⚠️ Google Trends NOT used as main number — it is sampled and normalized, good for direction only, not for core model input.
Baseline Level (Latest Q)
~8.5B queries/day
Derived from filed click data
q/q Change
-3.4%
Filed volume proxy (latest Q)
y/y Change
+8.1%
Filed volume proxy (latest Q)
Source: Public filings (10-K/10-Q), Google Ads Search Trends / Insights API Google Trends used for directional overlay only — NOT as model input
MODULE B — VOLUME BUILD BRIDGE Volume Build Bridge Filed click/volume history vs external proxy · Rolling correlation · Search revenue = volume × price
Bridge Correlation
  Compare filed volume history (what the company reported) against external proxy (Google Ads Search Trends). This bridge validates the external proxy's ability to track actual volume changes.
Period Filed Volume (Index) External Proxy (Index) Δ (pp) Rolling Correlation (12Q) Note
2024 Q4 100.0 102.3 +2.3 0.87 Proxy slightly ahead
2024 Q3 103.5 105.1 +1.6 0.89 Strong correlation
2024 Q2 107.2 106.8 -0.4 0.91 Proxy slightly behind
2024 Q1 104.8 103.9 -0.9 0.88 Good tracking
2023 Q4 108.1 107.5 -0.6 0.86 Within tracking range
Bridge Note:
Rolling 12Q correlation: 0.87–0.91 indicates strong tracking between filed volume and external proxy. External proxy is suitable for forward-looking volume estimates when combined with pricing signals. Search revenue = volume × price. Volume tracker (this module) + Pricing tracker (Module 04) = revenue build.
Filed data: Public 10-K/10-Q filings (click/query volume disclosures) · External proxy: Google Ads Search Trends / Insights Correlation calculated on quarterly % change — not absolute levels
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↑ FirmingHighFirm
Travel & Hospitality$5$12↑ FirmingMed–HighFirming
Health & Pharma$4$9→ StableHighFlat
E-Commerce / Retail$2$6→ FlatMediumFlat–Soft
Tech / SaaS$6$12↓ DecliningHighSoftening
Legal Services$15$25→ StableVery HighStable
Auto / Insurance$7$14↑ FirmingHighFirm
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.
VerticalKWs in Basket% of Basket AI Overview CountAI Overview RateMoM ChangeRisk Signal
Financial Services1815%317%↑ +2 ppWatch
Tech / SaaS2218%1045%↑ +8 ppElevated
Health & Pharma1613%744%↑ +5 ppWatch
E-Commerce / Retail1815%528%→ StableLow
Travel & Hospitality1412%429%↑ +3 ppWatch
Legal Services1412%214%→ StableLow
Auto / Insurance108%220%→ StableLow
Other / General87%113%→ n/aLow
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.
KeywordVerticalValue Bucket AI Overview This MonthAI Overview Last MonthMonetisation Risk
Best business credit cardsFinanceHigh Present Not presentRising
Car insurance quotesAutoHigh Not present Not presentLow
Best personal injury lawyerLegalHigh Not present Not presentLow
Online MBA programsEducationHigh Present PresentElevated
Travel insurance comparisonTravelMedium Present Not presentWatch
Cloud software for small businessTech/SaaSMedium Present PresentElevated
Mortgage refinance ratesFinanceHigh Present Not presentRising
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
This entire section is Phase 2 — not active in current Phase 1 build
Traffic volume estimates, device/geographic breakdowns, and engagement signals are not available from public data sources at the precision required for investment-grade use. All three modules below will be activated once a qualifying paid data source is approved. No placeholder figures are shown.
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$10.001M tokens Vertex Pricing
Google Gemini 2.5 Flash $0.15$0.601M tokens Vertex Pricing
Google Gemini 2.0 Flash $0.10$0.401M tokens Vertex Pricing
Google Gemini 1.5 Flash $0.075$0.301M tokens Vertex Pricing
OpenAI — API
OpenAI GPT-4.1 Latest $2.00$8.001M tokens OpenAI Pricing
OpenAI GPT-4.1 mini $0.40$1.601M tokens OpenAI Pricing
OpenAI GPT-4o $2.50$10.00128K tokens OpenAI Pricing
OpenAI o3 Reasoning $10.00$40.00200K tokens OpenAI Pricing
OpenAI o4-mini $1.10$4.40200K tokens OpenAI Pricing
Anthropic — Claude API / AWS Bedrock
Anthropic Claude 3.7 Sonnet Latest $3.00$15.00200K tokens Anthropic / Bedrock
Anthropic Claude 3.5 Haiku ↓ Reduced $0.80$4.00200K tokens Anthropic / Bedrock
Anthropic Claude 3 Opus $15.00$75.00200K tokens Anthropic / Bedrock
Meta — Llama (via hosted inference providers)
Meta / hosted Llama 4 Scout Latest $0.17$0.1710M tokens Together / Groq list
Meta / hosted Llama 4 Maverick $0.27$0.851M tokens Together / Groq list
Meta / hosted Llama 3.3 70B $0.59$0.79128K tokens Together / Groq list
Pending Public Pricing Announcement
OpenAI GPT-5 Not listed TBATBATBA Awaiting No public page
Google Gemini 3.0 / Ultra Not listed TBATBATBA 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.
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
Live Third-Party Benchmark Data
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 NameDefinitionSourceConfidence
Google Trends IndexRelative search interest on 0–100 scale. Not session count, visit volume, or engagement scoreGoogle Trends (public)Directional
KW Planner Bid RangeTop-of-page bid low/high from Google Keyword Planner. Indicative range — not auction-cleared CPCGoogle Ads KW PlannerIndicative ±range
AI Overview Basket Rate% of manually checked keywords from a 120-keyword basket showing AI Overview in SERP. Sample-based spot checkManual SERP auditSample ±error
Published Model PricingPublic list prices from vendor pricing pages. Not enterprise/negotiated rates or free-tierVendor public pagesPublished
Traffic Volume (Phase 2)Not available in Phase 1. Requires approved paid web-intelligence subscriptionPhase 2 onlyUnavailable
ModuleData TypeSourceConfidenceFrequencyStatus
Gemini vs PeersSearch interest index (0–100 relative)Google TrendsDirectionalWeekly/MonthlyPhase 1 live
Search Demand ProxyCommercial keyword cluster interest + volume tiersGoogle Trends + KW PlannerDirectionalMonthlyPhase 1 live
KW Planner MonitorBid ranges, competition, volume tiersGoogle Ads KW PlannerIndicativeMonthlyPhase 1 live
AI Overview Basket% of 120 KW basket showing AI OverviewManual SERP auditSample-basedMonthlyPhase 1 live
Model PricingPublished public list pricesVendor pricing pagesPublishedAs-changedVerified
Cloud InterestGT index for Vertex AI, Bedrock, Azure OAIGoogle TrendsDirectionalWeeklyPhase 1 live
Traffic (google.com)Visit volume, device/geo/source splitsPaid panel requiredN/AMonthlyPhase 2
Gemini App EngagementDAU/MAU, downloads, session depthPaid vendor requiredN/AMonthlyPhase 2
YouTube HealthWatch-time, CPM, Shorts engagementPaid vendor requiredN/AMonthlyPhase 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.

Tybourne Capital — Google / Gemini Intelligence Dashboard
Internal research use only · No material non-public information
v1.2 · Phase 1 · —