11 models · on the curve since 2023
Meta
Meta’s strength is three billion users and a strategy of commoditising rivals’ moats with open weights. The 2026 pivot to closed frontier models bets that distribution plus a private model beats giving the weights away.
What would change this readThe closed pivot fails to out-earn the open strategy, or a rival assistant displaces Meta’s apps as the place people spend attention.
- Recent cadence
- 3 in last 12 mo
- 3 the year before
- Landmark density
- 6 / 11
- defining releases
- Weights
- Open + closed
- Muse Spark 1.1 flagship
Trains and serves on
It owns the buildings and almost none of the silicon. A definitive multi-year agreement with AMD covers up to 6 GW of Instinct GPUs on the MI450 architecture, with the first gigawatt shipping in the second half of 2026 and AMD granting Meta a warrant over up to 160 million of its own shares against shipment milestones. Alongside that: a reported NVIDIA agreement, reported rental of Google TPUs, and its own MTIA accelerator for inference. Sites at New Albany, Ohio and Richland Parish, Louisiana, the latter expanded to 5 GW.
ConcentrationMeta owns its datacentres but almost none of its accelerators, leaving it simultaneously dependent on NVIDIA, on AMD, and on Google — the direct model competitor whose TPUs it is reported to rent.
- Weights
- Partial and narrowing, which is the story. The Muse frontier family — Spark, Image, Video — ships CLOSED. Llama remains open-weight under Meta's own community licence, which is not OSI open source and requires a separate agreement above 700M monthly users. The company that made open weights its position shipped its 2026 frontier model shut.
- Where you buy it
- meta.ai and the Meta AI app · Meta Model API (US developers, preview) · Llama via third-party clouds
- Structure
- Meta Platforms, Inc., a Delaware public company with dual-class stock. Class B carries ten votes a share, and Mark Zuckerberg holds roughly 61% of total voting power against about 14% of the economics.
- Revenue
- AI revenue is not disclosed separately; Meta reports only Family of Apps and Reality Labs. Group revenue was $60.8B in the quarter to 30 Jun 2026, up 28%, with net income below the prior year at $15.8B.
- People
- 75,472 across Meta (30 Jun 2026), down 1% year on year; Superintelligence Labs is not broken out
Biggest single dependencyMeta is committing $130-145B of 2026 capex and has abandoned open weights at the frontier, while disclosing no AI revenue line and earning less than the prior year on 28% higher revenue.
No price is shown because none is confirmed. Muse Spark 1.1 is reported at $1.25/$4.25 per million tokens by several outlets, but Meta's own launch post states no prices and its pricing URL returns nothing, so the figure stays out of the headline position. Nor is there a trajectory to draw: two years ago Meta sold no model by the token at all — Llama was a free download — so the July 2026 API is a business-model entry, not a price cut. The often-quoted $600B three-year infrastructure figure is an executive statement; the filed number is the 2026 capex range above.
Hover any point to read the release. The y-axis is qualitative; only the x-axis carries dates.
- Open at scale
- Reach for Llama when you need frontier-scale open weights to self-host (Llama 3.1 405B, Jul 2024).
- Fine-tuning base
- Pick a Llama checkpoint as a base to adapt freely (Llama 2, first commercial open license, Jul 2023).
- On-device
- Use the smaller multimodal Llamas where the model must run locally (Llama 3.2, Sep 2024).
- Jul 2026 Muse Image First image model out of Meta Superintelligence Labs
- Apr 2026 Muse Spark First closed-weight Meta frontier model
- Apr 2025 Llama 4 (Scout/Maverick) Mixture-of-experts, multimodal
- Jul 2024 Llama 3.1 First open model at frontier scale
- Jul 2023 Llama 2 First commercial open license
- Feb 2023 LLaMA 1 Research weights that leaked and seeded the open scene
Full release logall 11, newest first
- 2026
- Jul Muse Spark 1.1 Multimodal reasoning for agentic work; 1M context; Meta Model API preview
- Jul Muse Image ◆ First image model out of Meta Superintelligence Labs
- Apr Muse Spark ◆ First closed-weight Meta frontier model
- 2025
- Apr Llama 4 (Scout/Maverick) ◆ Mixture-of-experts, multimodal
- 2024
- Dec Llama 3.3 70B efficiency update
- Sep Llama 3.2 First multimodal Llama
- Jul Llama 3.1 ◆ First open model at frontier scale
- Apr Llama 3 8B and 70B open models
- 2023
- Aug Code Llama Code-specialised variant
- Jul Llama 2 ◆ First commercial open license
- Feb LLaMA 1 ◆ Research weights that leaked and seeded the open scene
- Parent
- Meta Platforms (2004)
- HQ
- Menlo Park, USA
- Leadership
- Mark Zuckerberg
- Division
- Superintelligence Labs
- Flagship
- Muse Spark 1.1
- Weights
- Open (Llama) → closed
- Also builds
- Facebook, Instagram, WhatsApp
- Known for
- Llama open-weight models
Meta Platforms (founded as Facebook, 2004, Menlo Park) builds AI through Meta Superintelligence Labs. It became known for the open-weight Llama family — the most widely adopted open LLMs — before pivoting in 2026 toward closed-weight frontier models.