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 · Model Strategy
Own the stack vs depend on partners · updated 2026-06-01
Owns its models and an open-weights strategy that shapes the whole field; building its own silicon.
Does the provider control its own model destiny, or rent intelligence from someone else? Owning frontier training, custom silicon, and a coherent small-to-large model ladder is durable leverage.
- 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.
- 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.