Meta

Open horizons

• Meta: Released Muse Glimmer on August 10, 2026, as a 30-billion-parameter open-weight agentic model designed to run on a single consumer GPU for local, always-on agent workflows

  Grade by Nov 10, 2026· 3 months·Entry 080·Materiality 3/5

• Meta: Released Muse Spark 1.2 on August 5, 2026, its third frontier model release in four months, claiming it marks Meta's next step toward the frontier with larger and much more capable models on the way

  Grade by Nov 5, 2026· 3 months·Entry 079·Materiality 3/5

• Meta: Launched July 9, 2026, Muse Spark 1.1 with a paid developer API at $1.25/$4.25 per million tokens, claiming it is "strongest at agentic performance, tool use, and computer use" and priced at roughly one-quarter the cost of competing frontier models

  Grade by Oct 9, 2026· 3 months·Entry 060·Materiality 3/5

• Meta: 8,000 layoffs beginning May 20, 2026, to offset $115-135 billion AI infrastructure spend

  Invalidator — Meta lays off fewer than 7,000 employees by May 31, 2026, or Meta's full-year 2026 capex is below $110 billion, or SEC filings show the layoffs were not attributed to AI infrastructure spending.

  Grade by Jan 31, 2027· 9 months·Entry 011·Materiality 5/5

• Meta: 8,000 layoffs beginning May 20, 2026, to "offset" $145B AI infrastructure spend

  Invalidator — Meta lays off fewer than 6,000 employees by May 31, 2026, or 2026 capital expenditure reported in 10-K filings is below $110 billion, or SEC disclosures or earnings call transcripts show the layoffs were attributed to factors other than AI infrastructure spending.

  Grade by Dec 31, 2026· 8 months·Entry 009·Materiality 5/5