AI at Meta: the open Llama models, its superintelligence lab and its big bets on AI beyond the metaverse.
On Tuesday night, Democrats made history as they took control of the House and the Senate, and a blue wave swept through traditionally red and swing states. In these and other campaigns, one theme kept coming up: holding AI companies accountable to the American people.
Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.
Today on Decoder, I’m joined by Joey Brookhart, an analyst at the chip and AI research firm SemiAnalysis, to help me dig into the story inside the numbers of the Anthropic IPO filing — a document known as an S-1.
Anthropic is the first major AI lab to file an S-1 with the SEC, planning to list on the Nasdaq under the ticker "ANT." The numbers are strong, with $11.6 billion in quarterly revenue, a first-ever operating profit, and existing customers spending nine times more year over year. But the company also carries roughly $800 billion in long-term compute commitments.
Google has joined Amazon in releasing a developer tool that makes it easy for PyTorch users to move their apps off Nvidia GPUs.
Meta's Muse Spark Open is a new open-weight model with 816 billion parameters that processes text, images, video, and audio with up to one million tokens of context. It performs roughly on par with the most capable open-weight Chinese AI models on benchmarks and is optimized to run locally on Apple's M5 Ultra.
Muse Spark Open is an open-weight model from Meta. The mixture of experts model brings text, images, audio, and video into a model with approximately 816 billion parameters, around 42 billion active per token, and a context window of up to one million tokens.
Muse Spark Open, Meta's coding-optimized open-weight model, is now available in Amazon SageMaker JumpStart. Deploy it to a SageMaker AI endpoint in your own AWS account using SageMaker Studio or the SageMaker Python SDK, and run your first inference request.
Meta announced the Muse Spark Open AI model today, claiming that it's the "most capable US open-weight model to date." But the company also says that it's the "the first model in its class" that can "run on your desktop using two Apple M5 Ultra Mac Studios with the latest MLX framework."
Last week, Anthropic and OpenAI looked like they had the AI race to themselves, pulling ahead with increasingly powerful models that left their rivals in the dust. Google seemed hopelessly far behind, while Meta, despite spending billions to revive its floundering AI ambitions, had yet to establish itself as a serious contender.
Release: llm-meta-ai 0.2 Meta AI release Muse Wonder (and Muse Wonder Full), their new "most capable models". These look like they may be Meta's first Fable class models - Artificial Analysis scores Muse Wonder (Max) as equivalent to GPT-6.1 Sol. I updated my llm-meta-ai plugin for the new model.
MSL’s emergence as a frontier lab is finally complete.
Meta's new Muse Wonder models rank in the top three on six out of ten benchmarks, with the biggest gains in agentic tasks. But the cost per task has nearly tripled.
Meta's Superintelligence Lab released a pair of new state-of-the-art models on Monday, Muse Wonder and Muse Wonder Full, the company's first attempt at a frontier model.
As AI factories grow from megawatts to gigawatts, building them takes more than advanced computing. Open standards are helping the industry scale AI infrastructure faster, more efficiently and more reliably.
OpenAI's new Dots are always-on agents that run on their own cloud computers, where they fix bugs or send out forgotten invoices, sometimes before anyone asks. Users can reach them through ChatGPT, Slack, and Microsoft Teams. When no one is working with them, Dots look for ways to help in the background using read-only access.
Latent Space's AINews rounds up developments from 9/24–9/25, noting positive community feedback since Opus 5.5 launched this week, particularly on generating explainer videos with code.
Meta positioned Muse as a personal agent at Connect 2026 and announced hardware and feature updates around it. Muse supports voice and live video, runs tasks in the background and will come to all Meta glasses. Each Muse has its own email address, the Mac version supports computer use, and its connector platform has more than 1,500 apps.
Meta released Muse Glimmer, a multimodal model distilled from Muse to 30B parameters under Apache 2.0, targeting local agent use cases such as coding, document analysis and personal assistants.
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