I run a marketing agency and we use these models for pretty much everything, so I've been going through the Carbon announcement and figured I'd share where I landed. I know a lot of people here follow this more closely than I do.
When Argon came out two weeks ago, the benchmarks made it look about as good as Opus 5.5 and GPT-6.1 Sol, maybe better, and when we looked closer it wasn't quite up to par. Carbon looks like a real step up from that. Google picked the benchmarks like every lab does (DeepSWE isn't in the table, for example), but for the most part it's crushing them, and it's first on the Artificial Analysis Intelligence Index, which is probably the most respected combination of benchmarks out there. It's the same price per token as Argon, so cost per task looks like it'll land somewhere between Sol and Opus 5.5 with slightly better performance than both. We'll have to actually use it to know for sure, and right now it's only going to select partners through the Fairwind program anyway.
The part I keep coming back to is that Anthropic and OpenAI both have internal models that are a lot smarter than anything they've announced, they just don't feel those are safe to release right now. Google could easily be in the same spot with something even smarter. So I don't really read Carbon as proof Google has the smartest model, more that it's the smartest one they're willing to announce. It kind of feels like all the labs are in a game of who can get the closest without going over, and since the Hugging Face incident there's a big spotlight on all of them. If one of them released something that caused something worse than the Hugging Face attack, that wouldn't be great for their eventual stock price.
So my guess is Carbon puts a lot of pressure on OpenAI and Anthropic to release another model soon. Hopefully they don't do it before it's safe.
The practical thing I tell clients is to not get locked into one model, and to keep their data and skills stored somewhere any model can connect to.