New Gemini 2.5 models' performance on WebDev and LMArena leaderboards

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Welcome back to The Pulse, where we dive into interesting AI stories and trends backed by data, all presented through simple visuals.

> Google releases updates to Gemini 2.5 models; Pro model tops leaderboards

> announces “Deep Think” advanced reasoning mode - beats oAI’s models on USA Math Olympiad, LiveCodeBench and MMMU (multimodal reasoning)

> new Flash model beats o3 to take #2 on LMArena while being 67x cheaper and 11x cheaper in thinking mode

> announced $250/month "Ultra" tier with all Google AI features

> can now output audio, images and video + includes previews to text-to-speech mode

> $6.5B stock deal for ex-Apple Chief Designer Jony Ive's hardware startup io in OpenAI's biggest acquisition

> to take over all of OpenAI design; 55 expert engineers and researchers also set to join

> to develop AI devices described as "coolest technology the world will have ever seen" and "never happened before in consumer hardware" for AGI era

> market to reach $5 trillion by 2050 according to Goldman Sachs

> $2.3B projected this year, with companies in talks to raise:

  • Figure AI: $1.5B at $39.5B valuation

  • Skild AI: $500M at $4B valuation

  • Agility Robotics: $400M at $1.75B valuation

  • Beyond Imagination (by Ray Kurzweil): $100M at $500M valuation

  • Apptronik: already raised $403M at $1.5B valuation

> humanoid companies market share also dominated by US (32%) and China (27%)