Generated 2026-06-29
Vendor risk report · 2026-06-29
Gemini (Google)
ai-chat · Google · part of Alphabet · founded 2023
Nerf Index
25
on watch
Executive Summary
1 major change on record · roughly one every 17 days.
Primary use case: General chat + multimodal.
Risk Profile
3
Total receipts
0
Critical
1
Major
3
Last 90 days
36
Peak nerf score
minor
Avg severity
~17d
Cadence
n/a
Funding stage
12-Month Forecast
95%
Next 30 days
97%
Next 60 days
98%
Next 90 days
Most likely change kind: other · Expected severity: minor
Observed 3 receipts over 34 days (cadence ~11d). Last receipt 7 days ago. Most common kind: other.
Receipts (chronological)
- 2026-06-22 · info · nerf 4 · otherForecast watch - Gemini (Google) on deckQuiet week receipt-side, but the forecast flags Gemini (Google) as the vendor most likely to nerf next. 82% chance of a change in the next 30 days based on cadence.Predicted impact: 0-5% of paid users · ~$0-$3 per user
- 2026-05-19 · info · nerf 0 · tier-addedGemini 3.5 Flash added to the developer API; Google's migration doc warns it costs more than Gemini 3 FlashNew model SKU added to the Gemini developer API. Gemini 3 Flash Preview remains available at its prior pricing. Google's own migration guide at ai.google.dev/gemini-api/docs/interactions/whats-new-gemini-3.5 instructs developers to switch to the new model and explicitly notes it is more expensive. Default reasoning effort changed from high to medium. Computer Use feature not supported in 3.5 Flash.Predicted impact: 1-3% of paid users · ~$0-$1 savings per user
- 2026-05-19 · major · nerf 36 · model-swapGemini app + AI Mode default switched from Gemini 3 Flash to 3.5 Flash with no in-app noticeAt Google I/O 2026, Google made Gemini 3.5 Flash the new default model behind the Gemini app (900M MAU) and AI Mode in Google Search (1B+ MAU) globally. The prior default was Gemini 3 Flash, which had held that spot since December 17, 2025. No proactive user-facing notice accompanied the swap. Google's developer migration documentation explicitly states the new model is 'more expensive than Gemini 3 Flash Preview.'Predicted impact: 35-70% of paid users · ~$4-$42 per user
Recommendations
- Manageable risk. Continue normal usage with email alerts on new receipts.
- Forecast indicates 95% probability of change in next 30 days - review contracts and budgets accordingly.
- Subscribe to receipts at
gotnerfed.com/feed.xmlor via Slack/Discord/Teams webhooks (paid tier). - Methodology: full scoring rubric at
gotnerfed.com/methodology.