Naderu Weekly · Episode 16

Gated is the price

12 November 2026 Week of 9 November 6 min episode · 8 min read

Gemini 4 Carbon lands on the API with a 1 December doubling, and GPT-6 Cyber launches at $20/$100 behind Daybreak Red — two launches, two gates, one arithmetic. Plus the Image 2.6 pair, a trusted-access-only Rosalind, and a Hy4 release whose pricing we could only find second-hand.

Watch or listen

Watch on YouTube — 6:08. Every figure below is linked to where we got it. If you would rather have it arrive than remember to check, subscribe to the weekly report — one email a week, one click to leave.

Last week's open question first: who is actually hosting K3.1 Pro? As far as we could confirm on vendor pages this week, Moonshot alone — no second host cleared the sourcing bar, so the board data file still serves it from one place, and we are not airing a host we cannot cite.

Every gate this week has a date on it

DateWhat changes
30 OctGPT-6 Rosalind released, trusted-access Research only
4 NovTencent Hy4 full release plus the GPT-Image-2.6 pair
5 NovGPT-6 Cyber, Daybreak Red gated from birth
21 NovGPT-5.6 Sol promo rate ends
1 DecCarbon and Argon double to $4 / $20
31 DecHy4 TokenHub half-price ends — second-hand, see below

Three of those are doors, three are prices going up, and one is a release with no citable price at all.

Carbon clears the three-fact gate

Carbon sat in the board's deferred ledger for one reason: no model id, no context window, no API pricing page. All three now resolve on Google's own model page: gemini-4-carbon, a 1,048,576-token unified input-plus-output window, 65,536 default output with long decode to a full million.

Beside them, the price on Google's pricing page: $2 in / $10 out through 30 November, $4 / $20 from 1 December. Paid tier only — no free tier — and implicit caching only, so there are no explicit caches to manage and no cache-storage line to forget.

One run, six prices

Ten million input tokens and two million out, at list rates, uncached, with every request under any long-context step — priced off the board data file:

Same workloadJob cost
Kimi K3.1 Pro Highspeed ($4 / $20)$80.00
Argon and Carbon from 1 December ($4 / $20)$80.00
Kimi K3.1 Pro ($2 / $10)$40.00
Argon and Carbon until 30 November ($2 / $10)$40.00
GPT-6.1 Terra ($1 / $5)$20.00
Mistral Large 4 ($0.70 / $2.10)$11.20
Forty dollars is the price until the thirtieth and eighty is the price after — the same run, the same page, nineteen days apart. Budget the second number if your launch outlives the month.

The Terra and Kimi rates come off OpenAI's pricing page and Moonshot's. Large 4 at $11.20 is still the cheapest full run on this chart, with Terra at $20 the cheapest route that asks for no licence discussion at all.

Cyber: priced for the vetted few

Every capability number here is OpenAI's own reporting: ExploitGym 48.5%, up from 32.1% for GPT-5.6 Cyber. 948 privilege-escalation exploits developed in Linux, 81 previously unknown high-severity Firefox vulnerabilities identified. In-scope avoidance 99.93% without the deployment prompt, 100% with it.

The gate first, from the Cyber model page: Daybreak Red approval, API and Codex only — no batch, no fine-tuning. Then the price: $20 in, $2 cached, $100 out — $40, $4 and $150 once a request passes 272,000 input tokens. Cache writes are $25 for thirty minutes, $50 for twelve hours.

Same 10M-in, 2M-out runJob cost
GPT-6 Cyber, long context ($40 / $150)$700.00
GPT-6 Cyber, short context ($20 / $100)$400.00
Kimi K3.1 Pro ($2 / $10)$40.00
GPT-6.1 Terra ($1 / $5)$20.00

The model is twenty times Terra per token — and the approval is the part no budget line can fix.

Also shipped, briefly

GPT-6 Rosalind arrived 30 October — biology on Astra weights, trusted-access Research only, in Work, Codex and the API — per OpenAI's changelog. The GPT-Image-2.6 pair shipped 4 November: Sunburst lists $5 text in, $8 image in and $30 image out on its model page — generation and editing, outside a text-token comparison, so noted and not rowed.

And one item said second-hand, out loud. Tencent's full Hy4 released 4 November — 770B mixture-of-experts, one-million window, vision and computer use — at 6 RMB in and 18 out, half-price on TokenHub through 31 December, per Model Price Watch's Hy4 page. We could not find those numbers on a Tencent page we can cite, so they are not a board row until we can.

Three moves for Monday

Budget

1. Budget the 1 December doubling

Carbon and Argon both go $2/$10 to $4/$20. Pin the rate your launch actually runs on before the thirtieth.

Access

2. Treat Cyber as gated, not as priced

$20 in is not the barrier; Daybreak Red approval is. Without it there is no row in your plan — keep Terra or Sonnet as the route.

Provenance

3. Keep Hy4 second-hand until a table exists

Record the RMB figures as a dated option, not an input — re-check the first-party page before you spend.

Also on the board this week

The board's last full refresh is 5 November (74 rows). This week's deltas for the next pass: Carbon's model page, window and pricing row now clear the three-fact gate; Cyber arrives with a $20/$100 short-context row behind Daybreak Red; the Image 2.6 pair is noted and not rowed; Hy4 stays deferred with no citable first-party table. Every figure above is on the board or in its deferred ledger.

Sources