Twelve dimensions across seven providers. Re-graded as announcements land, with the market's reaction shown alongside.
How close to an agent operating system · updated 2026-06-01
Open weights empower the ecosystem, but Meta itself isn't building a governable control plane.
Our north-star lens: how close is this provider to a true agent operating system? Earned (not asserted) capability, durable institutional memory, cross-app orchestration, and revocable, governable execution. The control plane for the agent era.
No outside coverage tagged to this exact cell yet. Here is recent Meta analysis.
Business Agent rolls out across WhatsApp, Instagram, and Messenger, marking Meta's push into agentic commerce.
Meta's plan to ship four inference-optimized MTIA chips in two years: purpose-built silicon over general GPUs.
Profiles the ~50-person TBD Lab at the core of Meta's superintelligence reorganization.
Each giant's AI strategy flows from its computing philosophy; Meta's 'personal superintelligence' is augmentation.
How Apple, Google, Meta, Microsoft, and Amazon are differently positioned across infrastructure, models, and distribution.