Who is building the agent operating system?
Twelve dimensions across seven providers. Re-graded as announcements land, with the market's reaction shown alongside.
Meta Connect 2026
Meta · 2026-09-17 · Menlo Park
Connect is where Meta's ambient-AI thesis shows up: the next Llama, Meta AI across the app family, and the Ray-Ban / AR glasses as an on-device agent surface. Watch on-device AI, conversational UX, and whether open weights translate into a coherent platform play.
Watching META for the market's read on the keynote.
- On-Device AI
How much capability moves onto the glasses and phones at the edge?
- Model Strategy
Does the next Llama re-take an open-weights lead, and on what hardware?
- Agent Platform Potential
Any sign of an actual agent runtime or developer platform beyond raw weights?
Tracking live. No announcements graded yet. Entries appear here the moment something lands.
- NewsMeta's AI agent for WhatsApp Business is now available globallyTechCrunch · 2026-06-03
Business Agent rolls out across WhatsApp, Instagram, and Messenger, marking Meta's push into agentic commerce.
- AnalysisMeta's MTIA RoadmapChipstrat · 2026-03-12
Meta's plan to ship four inference-optimized MTIA chips in two years: purpose-built silicon over general GPUs.
- NewsMark Zuckerberg says Meta Superintelligence Labs has a 'flat' leadershipFortune · 2025-09-19
Profiles the ~50-person TBD Lab at the core of Meta's superintelligence reorganization.
- AnalysisTech Philosophy and AI OpportunityStratechery · 2025-07-08
Each giant's AI strategy flows from its computing philosophy; Meta's 'personal superintelligence' is augmentation.
- AnalysisChecking In on AI and the Big FiveStratechery · 2025-06-23
How Apple, Google, Meta, Microsoft, and Amazon are differently positioned across infrastructure, models, and distribution.
- NewsMeta Updates Smart Glasses Policy to Expand AI Data CollectionPetaPixel · 2025-05-01
Camera-based AI on by default and stored voice recordings: the privacy stakes of glasses as an always-on AI surface.
- NewsMeta launches a stand-alone AI app to compete with ChatGPTTechCrunch · 2025-04-29
The Meta AI app, built on Llama 4, leans on Facebook/Instagram profile data for personalized assistance.
- PrimaryEverything we announced at our first-ever LlamaConMeta AI · 2025-04-29
The Llama API preview (OpenAI-SDK compatible) and Llama Stack partner integrations: Meta's developer-platform play.
- NewsMeta accused of Llama 4 bait-and-switch to juice LMArena rankThe Register · 2025-04-08
Meta submitted an experimental chat variant to LMArena that differed from the public weights, a credibility hit.
- AnalysisMeta and Its Many AI PlansStratechery
Zuckerberg's four AI bets, and the argument that Meta spends enormously yet lacks a coherent direction.
- AnalysisLlama Stack Released To Help Developers Build 'Agentic Apps'The New Stack
Llama Stack standardizes agentic app development across on-prem, cloud, and on-device via a unified API.