Nerf Watch - AI Shrinkflation Index
Is your AI model falling behind? We track competitive rankings for 28 proprietary API models weekly. Over 21 weeks, 86% dropped in rank - many while prices stayed the same.
Models Dropped
24 of 28
Avg Rank Drop
+30.3 positions
Worst Provider
ByteDance
Biggest Fall
Qwen3.5 Plus 2026-02-15
#10 → #127
Models Losing Ground
Weekly ranking trajectory for models with the biggest drops over 21 weeks. Lines moving down = losing rank positions.
Rank Trajectory - 10 Biggest Falls
2026-w08 to 2026-w28 - among 168 proprietary coding models
Biggest Rank Drops
Models that lost the most ranking positions over 21 weeks.
Positions Lost
2026-w08 to 2026-w28 - higher = more decline
This Week's Nerf Alerts
Models that dropped 2+ ranking positions this week.
Qwen3.5 Plus 2026-02-15 - Rank Trend
Qwen3.5 Plus 2026-02-15
Alibaba
#10 → #127
Dropped 117 positions over 21 weeks
$1.17/M - unchanged
Share on XSeed 1.6 - Rank Trend
Seed 1.6
ByteDance
#27 → #133
Dropped 106 positions over 21 weeks
$1.47/M - unchanged
Share on XSeed-2.0-Mini - Rank Trend
Seed-2.0-Mini
ByteDance
#21 → #125
Dropped 104 positions over 21 weeks
$0.31/M - unchanged
Share on XNova 2 Lite - Rank Trend
Nova 2 Lite
Amazon
#26 → #87
Dropped 61 positions over 21 weeks
$1.84/M - unchanged
Share on XClaude Haiku 4.5 - Rank Trend
Claude Haiku 4.5
Anthropic
#25 → #70
Dropped 45 positions over 21 weeks
$3.80/M - unchanged
Share on XGemini 3.1 Flash Lite Preview - Rank Trend
Gemini 3.1 Flash Lite Preview
#9 → #46
Dropped 37 positions over 21 weeks
$1.12/M - unchanged
Share on XProvider Report Card
Provider competitiveness rated by average rank change over 21 weeks. Only providers with 2+ tracked models are graded.
Provider Avg Rank Change - 21 Weeks
Positive = models dropped in rank, Negative = models climbed
| Provider | Grade | Models | Avg Rank |
|---|---|---|---|
| ByteDance | F | 2 | +105.0 |
| Anthropic | F | 5 | +27.0 |
| F | 6 | +14.5 | |
| OpenAI | F | 13 | +8.1 |
Shrinkflation Leaderboard
27 models with ranking changes, sorted by positions lost.
How Shrinkflation Is Measured
Our shrinkflation index tracks how proprietary AI models shift in competitive ranking, combined with pricing changes to measure the real value users get.
Competitive Ranking
Each model is ranked among all proprietary coding models by composite quality score. A ranking drop means competitors have surpassed it - whether or not the model itself changed.
Shrinkflation Score
Shrinkflation Score (0-100): each rank position lost = 3 points, price increase per 1% = 2 points. Formula: clamp(rankDelta * 3 + max(0, pricePctChange * 2), 0, 100).
Nerf Levels
Critical (dropped 8+ positions), Warning (4-7), Watch (1-3), Stable (0), Improving (climbed). Based on total rank change over the tracking period.
Data Notes
Tracking 21 weeks (2026-w08 to 2026-w28). The proprietary coding model pool grew from ~108 to ~156 models. See Methodology for full scoring details.
We track each proprietary AI model's competitive ranking among all proprietary coding models available via API, measured weekly. When a model drops from #2 to #6, it means 4 models now score higher than it did - whether because competitors improved or the model itself changed. This captures the real competitive position that determines what users should pick.
Ranking drops happen for several reasons: new competitors launch with better specs (context window, capabilities, output length), existing competitors get updates, or a model's own specs change. Between w08 and w14, the proprietary coding model pool grew from 108 to 156 models. Even a model with unchanged quality will drop in rank as better alternatives enter the market.
Open-source models have published, immutable weights. Once released, they cannot be silently changed by a provider. Any ranking shifts for open-source models come from new competitors entering, not from the model itself changing. The shrinkflation concept - paying the same price for a relatively worse product - only applies to proprietary API models.
Shrinkflation Score (0-100) combines rank decline and price changes: each position dropped scores 3 points, and price increases add 2 points per percent increase. Formula: clamp(rankDelta * 3 + max(0, pricePctChange * 2), 0, 100). A model that dropped 10 positions with unchanged pricing scores 30. Higher = worse for users.
Absolutely. This is the most common scenario. The AI market moves fast - 48 new proprietary models were added to our tracker in just 7 weeks. A model can be unchanged but its ranking drops because better alternatives now exist. This is still meaningful for users: you're paying the same price for a model that's no longer best-in-class.