SemiAnalysis: Google 'Silently Canceled' Gemini 3.5 Pro, and Gemini API Token Growth Fell From 60% to 38% Quarter Over Quarter
SemiAnalysis (surfaced via r/singularity, 196 upvotes / 97 comments)·high signal
SemiAnalysis published 'Gemini is Cooked but GCP is Cooking' on August 7, arguing Google quietly killed Gemini 3.5 Pro — which industry chatter placed at only roughly Opus 4.5 level — and shipped Gemini 3.6 Flash as a bridge model that the authors call worse than Muse Spark 1.2, Grok 4.5, and tier-1 Chinese open-source models. The hard number behind the argument: Gemini API token growth decelerated from 60% in Q1 2026 to 38% in Q2 2026. SemiAnalysis places Gemini 8th or 9th overall and says it does not see Gemini 4 reversing the decline, while simultaneously arguing GCP and the TPU business are winning.