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 · Agent Platform Potential
Future control-plane potential · updated 2026-06-01
Unmatched consumer reach, but no clear agent runtime, permissions model, or platform yet.
If agents become the primary way people get things done, how well-positioned is this provider to be the platform they run on? The distribution, the runtime, the permissions, the trust.
- 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.
- 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.
- 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.