Many people were doubting Meta's position in the AI race. Yesterday, they dropped Muse Spark 1.1, now one of the strongest agentic models, a…

Many people were doubting Meta's position in the AI race. Yesterday, they dropped Muse Spark 1.1, now one of the strongest agentic models, and massively undercut OpenAI and Anthropic on price. When I interviewed Zuck last year, he told me his focus: "Have by far the highest compute per researcher, and that we do whatever it takes to go build out all that capacity." These are the first real signs that the bet -- spending tens of billions on compute -- is paying off. Meta's stock is now up over 10% since the release. Media (1) Today we're releasing Muse Spark 1.1 -- a strong agentic and coding model at a very low price. It's available through our new Meta Model API and in Meta AI.

Source: Rowan Cheung (X) | 2026-07-10