Artificial analysis shows this: underperforming Qwen3.8 Flash Next and GLM 5.3 Flash, both of which you can run on a single B300 . I think Meta has a bit of catching up to do in the open-weight space.
As an aside, it's really unfortunate that artificial analysis only provides comparison at the highest reasoning level, which is mostly unusable for high-volume production use cases. I would really like them to start providing comparisons at low and medium reasoning levels across these models because those tend to be the ones that actually get used in production.
Been using GLM 5.3 Flash via Ollama Cloud basic subscription:
if this is the only model I had to use for the rest of my life, I would be cool with that. It's good at a wide variety of tasks including reverse engineering, design, working with ESP 32 etc.
I think Muse Spark 1.3 is better but GLM 5.3 Flash is an excellent daily driver.
I've been using GLM 5.3 Flash as the planner and DS 4.1 as the task worker over the last month and the results have been very good, predictable, ridiculously cheap.
Stupid question probably because I’ve gotten out of sync with the new releases but is Flash better or worse than vanilla 5.3? I’ve been using 5.3 extensively (and maybe ironically have used flash only for viewing images which I have as a skill in Pi because 5.3 vanilla seemingly doesn’t support vision). I find it generally competent but still very far behind opus 5.5. I’ve been trying to avoid Anthropic but the lift of opus vs GLM is enough that I end up coming back to it. I feel like currently there’s no comparison.
anyway, tldr I would not be happy if stuck with vanilla 5.3 so is flash better and should I move to that?
GLM 5.3 Flash is better if you need native multi-modal capabilities, higher speed, and lower costs, and worse than vanilla 5.3 in raw reasoning and complex programming.
Genuinely curious, why not use GPT Sol 6.1 high which has a better cost per task and intelligence ($0.32, 50) or Mimo 2.6 pro? ($0.13, 46) over GLM Max's $2.01, 45?
Not OP, but I've been trying out Sol 6.1 medium with hermes agent, and I have not been able to match usage costs to what I've been getting with glm 5.3 flash high.
Really don't know why, since I've offloaded thinking to the LLMs in this area of my life. Though even at medium, 6.1-Sol is noticeably better at most tasks I throw at it.
Been very happy with it although I will say Muse Spark 1.3 being free on OpenCode is my main model these days. If I run out of free credits on OC (which almost never happens) then I drop into GLM Flash 5.3.
V4 isn't the newest DeepSeek, and GLM 5.3 non-Flash isn't the same ballpark
- DeepSeek V4.1 Flash has marginally better coding, and smaller experts (8B-In/16B-Out) with more compressed attention and KV cache, so it's faster but will have less expertise per task. It's a 552B model, so while it theoretically may contain more trained data it also requires more RAM (the experts are smaller to compensate for speed loss) making it harder to serve without the distributed KV cache DeepSeek hosts.
- GLM 5.3 Flash has marginally better agentic work, and has video input (DS doesn't), and its experts are 18B so there's more intelligence per task. It's a 320B model so it requires less RAM which will make it cheaper to serve. Considering it's a much smaller model, the higher intelligence indicates their architecture/training is better.
- GLM 5.3 (non-Flash) is far more intelligent than both; it's a 744B model with 40B experts, but it's text-only.
You don't need to directly compare the same reasoning levels. Today you can compare Sol on Low vs Haiku on Max, for example, but you can't look at GLM 5.3 High, only Max.
For some tasks I genuinely feel Opus 5.5 does better on low than medium or high. The trouble, as always, is figuring out which.
Edit: I realize after commenting that you're not suggesting medium is useless, but just arbitrary and differs between models. Personally I don't want to directly compare mediums between models, I just want to be able to compare across effort levels.
i run opus on medium, sonet on high, and haiku on high for implementation based how complicated is
for planing and specing and review opus is on high usually, except if if the task is contained.
did not try to run it on low, will have to try it.
It shows the time to complete a task versus intelligence index, which is much more important for my use-case as I do quick back and forths usually. Someone on here suggested it to me a while ago. It also captures speed and token efficiency nicely, since both of these decrease time per task.
this is properly bad as you can run glm on 6000pro, at (in my eyes) pretty good quant, and a q2 on a 5090. im suprised at how good 5.3 flash is at some parts. i still think ds4.1 flash is better but it is more demanding. i hope meta pushes something in a range of 300-400b with a 15-20b active parameters. i know its a crowded space. but it would be fast and probably mostly good enough.
Yep, just benchmarked it against GLM5.3 Flash on my own local bench and it's slower in TTFT, tok/s and concurrency. It also scored lower.
Tried different reasoning levels and didn't really see any difference but GLM 5.3 flash only really works high, max or none so I couldn't really compare the lower efforts which appear to work on Spark.
> As an aside, it's really unfortunate that artificial analysis only provides comparison at the highest reasoning level, which is mostly unusable for high-volume production use cases. I would really like them to start providing comparisons at low and medium reasoning levels across these models because those tend to be the ones that actually get used in production.
The frustrating thing is they started doing this for the big labs—you can see their benchmarks for all reasoning levels of Sol 6.1 or Haiku 5.5. They just don't seem to do it for any of the open weight models.
My immediate reaction is that it’s weaker on coding than other open-weight models and that coding is a primary use case for running locally (not the only one, but surely a major one). That said, it takes a lot to get full Kimi and GLM running locally.
it’s quite suspect to claim that a model is ‘underperforming’ so resoundingly, especially after so little time since release.
there’s this objectivist approach of reducing llm quality to a single dimension, furthermore one with measurability bias.
my thesis is that the chinese models beat the american models on benchmarks, on quantitative measures, but probably do worse in subjective measures. to put an example, compare a chinese phone with an iphone, the specs are great, but the OS? the materials? the privacy posture?
so will chinese llms have great specs and benchmarks, but will miss the mark when it comes to the actual quality in practice when your input stops looking like the benchmarks it was trained on.
America number one, it’s the chinese that play catch up with clones, not the other way around
very true. when configuring custom agents for enterprise, we almost always default to none or low reasoning knobs. The added latency from medium or higher reasoning levels compared to the improvement in response quality is a diminished return.
Since there are many comments here arguing that this is not open weight, I looked at the license. Basically, you're free to use this except this clause:
> If the Licensee or any of its affiliates provide a third party with access to artificial intelligence models as a product or service, via API or a similar interface, where the third party receives outputs of such models (“Model as a Service”), and the aggregate gross revenue of the Licensee and its affiliates exceeds twenty (20) million US dollars (or the equivalent in other currencies) during any consecutive twelve (12) month period, the Licensee must notify Meta and enter into a separate written agreement with Meta before offering the Software or any Derivatives as part of that Model as a Service business. This Section 3 does not apply to (a) internal use, research, or any commercial activity that is not Model as a Service, or (b) the Licensee's use of the Software as a component to power features of the Licensee's own product or service that is not a Model as a Service.
They're allowing the use of this in commercial products, just not selling the model directly.
Still not an open-source license. Means no restrictions on "fields of endeavor", a.k.a. the free software definition's "freedom 0": the freedom to run the software for any purpose.
I'm sick to death of these shameless dilutions (including the notion that open-weight is open-source; the OSI is totally captured at this point)
Open-weights means weights are released under an open-source license.
I would, contra the OSI, not consider the model to be open-source even if the weights were under an open-source license. But that is the minimum condition under which it could be considered open-weight.
> Publishing these values allows others to download and use the model, while permission to modify, fine-tune or redistribute it depends on its license.
Those restrictions are definitely not compatible with the definition of open-source/FOSS. I think you have a much stricter view of what open-weights means than the industry.
"Open weights" is a correction that arose out of calling models whose weights were released under open-source licenses "open-source" before the OSI sold out. These companies trying to dilute the polite correction just like they tried to dilute "open-source" only reinforces my point.
There was an attempt to create an analogue of the OSI's Open-Source Definition that acknowledged the problems of merely releasing weights as "open-source". That project seems to have largely failed or fizzled, and "open weight" has come to be used mostly as a way of acknowledging that only the weights have been released under open-source terms.
This model of Meta's fails even that dramatically weakened standard.
This is just a series of dilutions by which giant corporations are trying (and apparently succeeding here on "hacker" news) to trade on the cachet of commitments they don't actually hold.
I mostly agree, but again, You said "Open-weights means weights are released under an open-source license" and I asked "According to who?"
"Open weights" is for the most part a term that is meaningless besides being technically able to run it on your own hardware.
I don't think we have a proper term for what you are reaching for, and proper open-source models (training, training-data, etc. being fully open) are scarce.
If I have any argument, what I'm in favor of is situating our use of terms like this in the context and history of the free software movement, even absent some "defining authority" like the OSI and the FSF. I'm open to other definitions and to observations that unfortunately "open weight" is a term that was co-opted almost as soon as it was coined. But it's not about semantics for me, it's about promoting an understanding of these terms and ideas that is continuous with the free software movement that birthed them. It's not about dictionaries for me. Saying "this doesn't fit the category" in situations like this isn't lexicography so much as it is politics (or less grandiosely, a critical analysis of marketing materials).
> I don't think we have a proper term for what you are reaching for, and proper open-source models (training, training-data, etc. being fully open) are scarce.
I think you're very much right that we don't have a "brand" with either the same kind of institutional backing as terms like "open-source" and "free software" or a wealth of examples to point to.
I think it is a fair license. It’s a bit of “Open”-washing but reasonable to the model trainer for their investment and to the public for having more base model options with novel architecture.
Also, IANAL, but under U.S. copyright law, the weights of machine learning models are excluded from copyright as they are the product of an automated optimization process (e.g., stochastic gradient descent, expectation maximization, genetic algorithms) rather than human authorship. Granted, this has yet to be fully tested in court and going to court is expensive, so it's likely that your employer would prefer to err on the side of caution and respect such attempts at model licensing anyway, similar to how one might treat a ToS agreement. Nonetheless, this was partially tested last year in Thaler v. Perlmutter which affirmed that copyright requires human authorship, reading the Copyright Act's provisions on ownership, duration, and transferability as presupposing a human author[1].
If you want to assess the position of the U.S. Copyright Office for yourself, the relevant text can be found in the Compendium of U.S. Copyright Office Practices § 313.2, "Works That Lack Human Authorship"[2], which states:
> […] the Copyright Act protects “original works of authorship.” 17 U.S.C. § 102(a) (emphasis added). To qualify as a work of “authorship” a work must be created by a human being. See Burrow-Giles Lithographic Co., 111 U.S. at 58. Works that do not satisfy this requirement are not copyrightable.
> […] the Office will not register works produced by a machine or mere mechanical process that operates randomly or automatically without any creative input or intervention from a human author. The crucial question is “whether the ‘work’ is basically one of human authorship, with the computer [or other device] merely being an assisting instrument, or whether the traditional elements of authorship in the work (literary, artistic, or musical expression or elements of selection, arrangement, etc.) were actually conceived and executed not by man but by a machine.” U.S. COPYRIGHT OFFICE, REPORT TO THE LIBRARIAN OF CONGRESS BY THE REGISTER OF COPYRIGHTS 5 (1965).
Oh, and there's also a bit in the following Section 313.3, "Works That Do Not Constitute Copyrightable Subject Matter"[2], which explicitly excludes mathematical principles, formulas, algorithms, and equations, along with DNA sequences and other genetic or chemical compounds, regardless of whether they are produced by humans or by nature. If one takes the perspective that machine learning models are algorithms, the conclusions on copyrightability are pretty clear.
If the weights were produced by a purely mechanical process without any input, then I would be more inclined to believe the distinction there is significant. But as the optimization processes you've mentioned are merely tools that operate with a dataset, the provenance of that dataset becomes a factor towards copyright.
> Granted, this has yet to be fully tested in court and going to court is expensive, so it's likely that your employer would prefer to err on the side of caution and respect such attempts at model licensing anyway, similar to how one might treat a ToS agreement.
You may be conflating 2 things - the Muse model weights themselves, and what the models output when run. The former is prima facie the product of human authorship and hence has full protection of copyright law, the latter fits your characterization of likely not having copyright coverage. Meta can use the copyright on the model weights to dictate licensing terms. IANAL too.
Only in the way a math textbooks are facts. Model weights are bits on a medium,designed and derived from the combined efforts, judgement and expertise of many humans, before and after training.
Software bits have been copyrighted for so long, there are 5¼" floppies with "(c) 1977" printed on them.
Even if your revenue exceeds 20MM you can still use this model from inside a commercial product but you can't expose it directly as a "model as a service"
Yup, I rather meant to point out that even if all you want to do is sell access to the model on your hardware, you can _still_ do so up until a non-trivial scale.
day one support for all inference engines so that whichever kind of capable computer you have, you can run it.
you do need a really capable computer though
They suggest a pair of Mac Studios w/ M5 Ultra chips and 512 GB of RAM. A single Mac Studio w/ M5 Ultra and half that RAM (256 GB) is around $11k, and the 512 GB option isn't even available yet. So.... yeah.
Yes, but still, what about users looking for NPU support. What happened to Microsoft's copilot+ PC campaign? (the NPU hardware, not the logo key and ad campaign)
AMD's XDNA2 NPU is best supported by ONNX, I think Qualcomm Hexagon is too. The best consumer unified architectures are Apple, AMD ai+ and Qualcomm Snapdragon X Elite, even intel has an NPU offering.
NPUs are meant for tiny, tiny models that can run basically at all times but cannot affect battery life (e.g. translation, live-video cleanup, filesearch etc.), not for big LLMs. This is about 500 times to large for a NPU.
There are plenty of smaller less powerful open weights models if all you have to run it on is an NPU.
This is a much larger more powerful model, so running it locally will not be for everyone, but you can still run it via a hosting service such as Fireworks AI.
I guess that's the attraction - that they may be small enough (likely quantized) so that you can run them locally, so there is no privacy issues, and no-one can turn it off, etc, but technically "open weights" is just referring to models, of any size, where they give you the weights (basically give you the model) so you can run it yourself, instead of having to access it via paid API running on some computer that they control.
Like I said last week. I think zucks original llama thesis is proving more correct by the week. The rent market on intelligence never materialized, if you have THE frontier model, you can charge rent (for a few weeks, maybe month). But after a certain capability level it's price that drives the decision.
Zuck is doing the thing he's really good at, and building a moat around the network (Muse is VERY sticky), and now that we're all going to standardize on Meta's model, we're going to optimize the heck out of the infra to run the model making it cheaper for him to scale, thus bringing in more participants to his network, and thus making his network more valuable.
Google, Apple, and Microsoft are each in a stronger position to win consumer AI because they're guardians over the foundations of the user's experience. Meta always has to wonder whether they're going to be edged out, like when Apple decided to limit permissions or set new rules on user data handling.
How has Meta responded? With a failed phone and speculative headset.
That's entirely why Zuck's been pushing VR and the metaverse for so long. they have no OS to control - Microsoft has desktop, Apple has their vertically integrated devices, Google has both Android and also Chrome.
Meta is at the whims of these other companies to play nice - and they already got hit hard once by apple when they decided to anonimize add profiles on the iphone and go privacy first.
Okay, so I've heard Apple "prioritized their own ads". If there's meat behind that - cool (and perhaps might not do anything about certain scummy listings on the app store)
But app stores and iOS ostensibly exist exactly so Zuckerberg can't do what he does, which is steal credentials. Facebook syncs everything, bought Whatsapp to do the same; of course he's pissed off his ill-gotten moat got attacked
Apple didn’t figure out yet that Google’s AI performance is nothing like Google search. Google’s AI is just junk, worse than open Chinese models. If someone (Facebook,OpenAI) gets a hold on the “killer” app, Apple won’t be able to do anything to truly compete. They will be late and end up with a social network like “find my friends” or whatever that useless thing was that nobody used.
Until Opus 5.5 I agreed with this. But since then... I'm now able to build just about anything I want, quickly. Including... all the reasons I'm on a mac (or presumably, one on windows) in the first place. IDK if I believe in my heart just yet, but as a long time mac user, if you gave me the choice between mac + commodity model or a near naked Linux laptop + Opus 5.5, I would easily choose Opus 5.5 and build what I want. If this is real, I think Google is still in a good spot, but are Apple and Microsoft? They have no models themselves. They do have hardware but the value of their OS (in Apples case) and software (in MS case) becomes extremely devalued, relatively speaking.
Muse, the pi/openclaw/AI assistant app is maybe not impressive to HN, because you can always just "get an FTP account", as it were, but if you're outside of the HN bubble and don't hate Facebook, Muse is an absolute winner. It's currently the top downloaded app on iOS, above ChatGPT, TikTok, and Claude. I think they've currently got the strongest consumer AI play but we'll have to wait and see how the situation evolves.
>Google, Apple, and Microsoft are each in a stronger position to win consumer AI because they're guardians over the foundations of the user's experience.
From everything I've seen, they're all too large and dysfunctional to make a competent play in consumer AI. Anyone in there trying to work on it is too far removed from end product and is answering to too many masters.
>Google, Apple, and Microsoft are each in a stronger position to win consumer AI
Microsoft has completely lost the ability to make good software; see Microsoft Teams and what they've done to Windows 11. Apple don't have a foundation models team so they're limited to using other people's models, which handicaps them as they can't do vertical integration like with their other products. Google hasn't made a single competitive consumer product in the past decade, but has certainly killed a few.
"Microsoft has completely lost the ability to make good software; see Microsoft Teams and what they've done to Windows 11."
Uh, what is your positive comparison point?
I have been using MS apps since MS-DOS 6.0 and Windows 3.1 (including doozies like Windows Millennium and Vista) and Teams and W11 are some of most stable, "it just works" pieces of software coming from them I can think of...
> Microsoft has completely lost the ability to make good software
did they ever? maybe MS DOS, Win 3.1, and Win2000 were ok, although PC DOS and OS/2 were better; Sure what an unusable junk it's today is beyond any precedent in history, but why many companies use it today at all? why?
If you’re falling for “sticky” interfaces, you’re not going make it. Your competitor won’t have the stickiness and the ability to use any harness and that will overcome Muse in the long-run. Let’s not forget, Muse is a close to SOTA model right now, but so was Google, and now they’re irrelevant. Google is one of many funded models that were close to SOTA, but we realized it’s benchmaxxed.
People are going to say that it doesn’t matter if you’re the best. If Muse, Grokbot, and Dot are able to reach mass appeal, it doesn’t matter if a person using a custom harness is better.
I respectfully disagree. There is a big difference between someone that’s running a custom harness that’s almost like a personal OS versus someone using something out of the box. And if you’re for using this to run your business, think for yourself who’s going to win, the person customizing everything or the one using what the big corps give you.
These are good points, though OP did specifically say that Meta is going to win "consumer" AI. I don't think the average consumer of AI is going to ever have to think about harnesses or worry about SOTA, they really will continue to interact with whatever is stickiest.
This exactly. The "harness" for consumer is not well defined but likely quite sticky if someone can build one. Meta is better positioned with its reach of whatsapp etc unlike anyone to try this.
Meta being meta, will likely run this as an "experiment mode" for 6 months to an year and if it does not work scrap it all and move onto the next thing.
There is a risk ofc muse does not work. But there is a good chance that with the ridiculous number of product teams doing A/B testing with insane number of people already on it, something will emerge that is interesting in a way it never could for their erstwhile Ar/VR foray.
The field is changing weekly at this point. Meta, OpenAI, and Anthropic have the most distribution right now so any can take this spot.
So why would you lock yourself in? They want you to lock yourself in, but if you build your own system, you won’t be. A layman will just use what’s best and get himself locked in, but they might be using an inferior model.
AI is a force multiplier. Doing the right thing with the right expertise is yielding dividends.
Many people don't even know what locking in means. The crowd in this forum < 1% of the world do, you and I do, and maybe a few outside. There are only laymen outside of 99%. No one i know of knows or uses a harness. They don't know the large number of VMs built on say Hermes. They really don't care or have time. If you give them a ready made product thats a click away, and its good enough, they will use it.
But this is what I’m saying, consumer AI is forever changing. Investing your time and money into a closed harness will put you behind someone running their own system that’s model agnostic.
If you’re on a forum like HN, would you realisticly invest your time and widgets into a closed harness instead of building your own? What if Meta’s model falls behind and all your things are on there? My advice is to invest in building your own because no one lab has shown they are worth using.
As far as “consumer,” I’m simply comparing consumer AI to a custom built one. One of OpenAI, Anthropic, Meta will probably win since they have the most distribution.
>For a Linux user, you can already build such a system yourself quite trivially by getting an FTP account, mounting it locally with curlftpfs, and then using SVN or CVS on the mounted filesystem. From Windows or Mac, this FTP account could be accessed through built-in software.
And, "stickiest", mind, where most are allready soul-sucked into the neverending doomscrolling dopamine nightmare that is Zuckbook - to beging with.-
First they "captured", or moated "communication". Now, they are going to capture "utility" ("I am actually doing something useful, not just doomscrolling. I can spend an extra 8h here. It feels good").-
I’m talking from experience. I’m run a software factory building open source alternatives and Argon is the worst model. Wrecked multiple codebases. But every use case is different. If you’ve found success in yours, use it.
> And if you’re for using this to run your business, think for yourself who’s going to win...
That's not consumer AI though. The whole "vs out of the box" is pretty much the definition of consumer AI. People don't want to fiddle with things. That's why UX matters. SOTA only matters in consumer if it translates to the UX. And no one has landed that yet. Many are working on it.
When I worked at Microsoft, I learned that the average user will fail to do ANY process that is longer than 2 steps. Let that sink in and then reread your comment. Nobody cares about SOTA outside of tech. They want the basic floor of “it does what I need at a reasonable price” that’s it.
Seriously. Muse hasn't even been around long enough to determine if it is "sticky" in any meaningful way, let alone in the context of competing against frontier models from competitors.
And based on what I'm seeing, it's far from even being in that category as a service yet. Seems like the OP is conflating seeing a bunch of Muse ads on Facebook with its presence as a competing frontier model.
The ads strike me as basically deceptive. Like when I was in NYC last week the ads showing a cuddly mascot were all over the place. Video ads on YouTube don’t show a Bay Area TurboKnerd geeking out with a top-of-the-line Mac mini to a reskinned OpenClaw (reality) but rather some guy running and talking to his phone to schedule a massage.
I like the image of Muse and think a product that delivers what it promises to the consumer could be a hit but,,, this looks like something they rolled out in a hurry to take advantage of the FOMO of the uninformed and boost their stock price for a few months until reality catches up. They are a huge company and they could do something only a big company could do but no…
Like the real mass market product is not going to be a smart shell for a Mac it’s going to be cloud based. Like is it economic for your Mac to be sitting there running all the time when you are using 10%? The true believer say yes, the mass market says no. Is Apple going to let them put a skin on your Mac or is this a product that Apple will embrace and extinguish?
The naming is a bit confusing, but there are two things called Muse ...
There are the models, such as Muse Spark, Muse Wonder, and this Muse Open.
There there is "Muse" itself which is a cloud based "personal agent", always running in your own cloud-based virtual machine, that you can assign tasks to.
I think the Muse agent (which competes with Instinct, Grok Bot, etc) is where Meta currently believe the money will be. While you can pay for higher usage levels, it seems they are expecting many people to use the free tier, and they will make money by charging transaction fees to services Muse uses/orders (e.g. travel, entertainment) on your behalf. This "personal agent" market is predicted (but let's see) to be huge - much larger than the coding agent market.
I assume the guy in the ad is talking to his Muse agent to schedule the massage.
I disagree with the claim that its sticky, but this is the wrong response. Reductive and doesn't take into account the obvious things (UX, network effects, barrier to entry to use the product). All 3 of these are much better with Muse than they with are similar products.
definitely not me; I wouldn't doubt if Zster is working on turning muse into sleeper agents, _assuming_ chinese models will do the same, so they crib data and send it home like a good little maleware model.
In fact, we're going to see an explosion of the worst kind of AI model thanks to thinks mr Z thinks is in his best interest.
Remember, they had reports going back more than a decade about how they're harming children and destabilizing entire countries and as soon as Trumps in the whitehouse, they're licking boot.
I think any personal AI agent at this point is "very sticky", not just Muse. You really aren't going to switch when a lot of the value is in the agent memory and there's no easy way to export that, similarly to how you aren't going to switch away from Spotify when it's learned all your song preferences which you can't export. Right now, maybe the agent memory is small enough that if you ask the agent to export you'll get most of it out (Claude has notably made official export instructions to encourage switching from ChatGPT in the past), but in the future the memory will be too large and complex to do that effectively, and platforms could also block the memory export or degrade it deliberately.
So, in the long run you pretty much have to pick one personal agent and stick with it, and switching is costly (unless you are using an open agent that lets you just download the memory, in which case it actually becomes cheap, because AI agents make other parts of switching way easier in general). For the purposes of Meta this means whatever user they get they'll probably keep.
HOWEVER, the thing that Muse doesn't have is network effects. They're running into the exact same problem as ChatGPT in this area, IMO. There's no reason for you to be running specifically Muse even if all of your friends are running it. So that gives other vendors a chance to catch up.
I don’t follow why “in the future the memory will be too large and complex to [export] effectively”.
to me, export should be easier and easier since you should just be able to ask the model for the memory files. it’s literally list text on a hard disk, even if there are some new formats in the future, they’ll just be files on a disk that another agent can then inspect and integrate. in fact, i think exporting data from services will become easier and easier since agents can do the work even if platforms try to block it.
You can export all your data from OpenAI and Anthropic. I also exported all of my Liked songs on Spotify and have a scheduled task to pull any new ones each day.
Also honestly, the models don't have to get much smarter to handle the consumer side of things. They could innovate a ton on the harness to farm out requests and manage the state of the agent. They have an incentive to do this to reduce the infra usage so they can go wider with the agent.
I'm looking forward to seeing Muse devices like Amazon's devices but with superintelligence:
- Muse-equivalent of Alexa
- Muse-equivalent of Ring security devices: doorbells, cameras, alarms, etc
- Muse home automation devices (lights on/off, smart roller, smoke detector, water detecto, etc)
- Muse ring
...
Sure, just not nearly enough for sustainability I think. I'd reserve that call for the moment we can stop bathing in free VC money by using subscriptions.
Also, as far as my own use goes, I found that the capabilities/price ratio of DeepSeek's offering is very hard to beat. It's really good enough so the thing that matters to me (besides table stakes like uptime, latency, etc.) is price at this point.
Of course they are “profitable”, Dario said so last month (if you accept a definition of “profitability” under which every tech startup is profitable by the day they have their first paying customer).
They seem to be reporting gross margin by excluding the cut that cloud providers take for hosting their models, and excluding R&D.
Basically they seem to be taking credit for the whole amount that customers are paying cloud providers to run Anthropic models, rather than the actual net proceeds of that business to Anthropic.
> They seem to be reporting gross margin by excluding the cut that cloud providers take for hosting their models, and excluding R&D
The media is overstating what they're being leaked.
Anthropic is reporting traditional losses. It's also highlighting that operating figure, because it answers the question around what the business could look like in a steady-state and first-party-only mode.
They aren't claiming the profitable right now. But for an unprofitable company, having these sorts of metrics can give you a sense around when they will become profitable and what it will take. (Plenty of people were doubting that AI makes money on inference not too long ago.)
How about the fact that they're not shouting from the rooftops how they're managing to make money in an industry that is currently mostly known as a giant money fire? Instead they're reporting being profitable "after making certain adjustments", which sounds a lot like "not profitable".
> they're reporting being profitable "after making certain adjustments", which sounds a lot like "not profitable"
Adjusting out stock-based compensation and non-cash expenses is absolutely fine for a company growing at the rate Anthropic is. The concern is more that they cherry picked a couple months when their expenses were abnormally low [1].
last year was google winning AI, this year is meta winning AI. I think what is true is Meta, Google will all find their place in the AI world and continue to make huge amount of money. A consumer will use many different AI products, each with a different use case. Everyone will make enough money to live well.
> The rent market on intelligence never materialized
So where is the ~$100B combined revenue for OpenAI and Anthropic coming from? Open weights models have been close enough to the frontier for over a year now, probably longer, yet the $$ shows no sign of shifting.
The gears etc on bikes are customarily on the right, so almost all photos of bikes (eg for sale, by hobbyists) face to the right to show off that, and so it makes sense for LLMs to have such a preference.
The model license requires large inference providers to contact Meta separately to obtain a license to serve the model. I know we've seen this before with other large models, but it's still a bit irritating.
The usual effect of separate licensing is decreased price competition from public providers (like we saw with Kimi K3). I guess it's better for the providers if the price is fixed: any efficiency improvements directly improve margin rather than driving prices down over time. Still, to provide my own anecdata, the main thing keeping me on a paid subscription is token costs for the more capable models.
Then it's not open-weight. Open-weight means "weights available under an open-source license", and licenses prohibiting commercial use are not open-source.
The nearest analogue would be "weights available", I guess.
There's obvs decreased price competition, but it also does help with ensuring model quality.
Quite a lot of providers on OpenRouter run degraded or broken models. I think some is deliberate, but I think a lot is just providers not setting up models properly; especially with the rush to day zero models.
re: "Apple’s unified memory architecture lets the M5 Ultra's integrated GPU use up to 512 GB per Mac Studio, so two machines can hold an entire model. And the chip’s 1.2 TB/s of memory bandwidth is fast enough to read the small slice each token needs. The result is two Mac Studios behave like one supercomputer with a terabyte of unified memory."
At the current market price of Apple Mac Studio Ultra, 30-core CPU + 64-core GPU w/ 256GB RAM is already reaching at around $10k. Keep in mind that computers are appreciating assets recently.
The 512GB RAM option is not even for sales yet (they said late October availability). Based on typical Apple pricing, it's likely to be around $14k apiece. So we are looking at least $28k - $30k for the setup Muse team is advertising. That's essentially the Nvidia H100 GPU w/ 96GB VRAM/HBM3 at up to 3.94 TB/second memory bandwidth, 3x+ than Mac Studio's Unified Memory speed.
Also, how did Meta get access to Apple's unreleased M5 Ultra w/512GB RAM Mac Studio? Or is that simply a marketing piece that they wrote purely on specs?
> Also, how did Meta get access to Apple's unreleased M5 Ultra w/512GB RAM Mac Studio? Or is that simply a marketing piece that they wrote purely on specs?
It should be well known that Apple provides early access to developers under strict conditions. Otherwise, how do you think they announce new hardware not for sale, and show demos of third party apps taking advantage of such hardware?
The 512GB is obviously geared towards local LLM crowds. I'm just speculating, but I would be surprised if there's not at least a few devices with the 'ecosystem players' like LM Studio, Unsloth, etc. Of course, they'd never confirm nor deny :)
Also you are comparing apples to or— dang it, I don’t mean to do that in this thread. Well, it’s a very poor comparison, as they are completely different computing devices with completely different use cases, capabilities, and customer bases. Not to mention power requirements!
OG Deepseek Flash was pretty mediocre and then got a lot better with post training. The other thing they are fighting is most/all of the chinese labs are free to use/train on the 10B+ SOTA reasoning tokens they "stole" over the summer March-July 2026, if meta is playing by the rules, they are building this from the ground up. Getting anywhere near Deepseek Flash without that free training data is pretty impressive feat.
OG DeepSeek V4 Flash and V4.1 Flash are actually completely different architectures. To wit, V4 runs fine on 2x96GB cards but you’re not running V4.1 unquanted on less than 4x96GB.
It’s not really an apples-to-apples comparison.
(I’m not sure why they didn’t call it V5 Flash, but model names from most labs are completely nonsensical and disjoint from their underlying architecture.)
It seems like meta and mistral are both hedging their "best" claims geographically because they've realized they don't have to even beat deep seek anymore, they can just win customers by being "the best one I'm allowed to use".
How does this compare to Muse Spark 1.3 contribute? I've used Spark 1.3 a lot lately , since its currently free to use via OpenCode. I haven't had the best experience in the past with models from Meta. But Spark 1.3 is has been surprisingly great. Especially for tool calling.
I partly agree with the sentiment, but this is also the first time I've seen an actual lab announce they optimized for consumer hardware (very expensive, but still consumer).
It's kind of absurd that no non-quantized MOE model exists that's sweet spotted for 128GB Macs, for example. I hope more open labs follow this lead but also offer lower tier models, perhaps specialized on certain types of tasks
Overall it actually does pretty solid. It doesn't completely follow the design, but it gets the vibe. It's one of the best open models I've seen for conversion, which is impressive.
And disclaimer since this comes up with these - objective with this test is to be a good image->html test, not a good web design. Also it's meant to use 3js to render the planets, which if you don't have GPU acceleration enabled for your browser will lower the FPS significantly.
I think a lot of people in this thread are openly dismissive: "oh its just open claw, anyone can and many have build that".
I think what they are missing is the fact that there are not that many teams in the world that can deploy muse like product to A/B test a lot of hypothesis at the scale meta can at scale. I mean even if you could get to scale with DC you need a reason for people to use your product.
My mom and dad and their family have never heard of Claude and don't use chat gpt except once in a while as a search engine. But meta will figure out a way to insert this into modals and feeds to make people stumble and stick on it.
I am no meta fan, but I think people underestimate how fast product uptake there is for non Dev harness.
It's not just openclaw, there's OpenAI's Dots and Gemini Spark.
Facebook doesn't have an real advantage to drive adoption other the being free. Which is not a moat because Google, certainly, and OpenAI, very probably, would offer this for free, in the event this capability turns out to be important to consumers.
Gmail, which half of the people in the US use their daily e-mail is certainly strong thing to build an agent on top of.
Just because meta can shove stuff in the faces of people doesn't mean they can succeed at any random thing. Most Facebook users distrust it, and dislike Zuck personally (at least that's what his lawyer said in court) and that's a rather large barrier to succeeding with agents, where trust is foundational.
But my assumption about the speed of product uptake may be skewed by not-valuing Meta's "consumer task running" pitch. But if people actually want this, for some reason, competitors at scale seem very likely to appear instantly.
This really seems more about meta AI team needs more users of their AI to do a good job building AI, and doing this for free is niche where they can get a few more users, rather than this being genius gambit.
Coding was not the main application before ~Dec 2023, the same way the light bulb was not the main use of electricity for a long time. Meta for better or for worst is good at discovering new use-cases for their products(however bad they are for society is a different debate) and pivot if they are not - remember the Portal device( https://www.meta.com/portal/ ) ? Good hardware, decent usecase, killed within a ~year of its release.
The exciting thing about this is in them optimizing for inference on Macs. This, and optimization for other consumer hardware, is where local AI needs to go
Given the size of Macs (2 or 4 of them) required to run it, they're just paying lip service to that option. Other models, e.g. deepseek flash, are much more practical size. Even that takes a 96 or 128GB ram Mac.
This is great progress for "open-weight" models. Quotes due to the restrictions, but still progress none-the-less. Looking forward to seeing any quants that all mere mortals to run this at home without early access Apple hardware.
In terms of performance it seems like this has somewhat worse benchmarks than Muse Spark 1.3, closer to 1.2 but not the same. Of course significantly worse than Muse Wonder Full.
Well, this is much better than nothing -- we should be grateful that whatever the market conditions and corporate incentives, a major lab is releasing a capable open-weight model. But still very far behind DeepSeek and GLM. Even on consumer hardware, Qwen 3.8 27B is going to compare favorably to this.
It's really nice that all AI pages are using canvas animations. A few days ago, Gemma 4's animation wasn't that impressive. Same with Muse. So far, the best animations I've seen are from OpenAI and Anthropic.
Ehm.. I have a model that runs on my older gaming desktop that scores as well (or better) as this model does on DeepSWE. This model does better than Flash Next in many areas and I am sure is much stronger overall, but hmm.
Or rather capturing the people Anthropic keeps alienating.
The Zuck has (in a different context) said that a few billions wasted are a decent bet (or something along those lines), so I think they're playing extra long games here with no real focus on profit any time soon.
Who would have thought that one of the top American tech companies would boast about how their latest product is the best in class in the US, not the world, because they're behind China.
It performs worse than Muse Spark 1.3 and 1.2. And it has an outdated attention mechanism which at 1M tokens will need over 200GB just for the KV cache.
Very disappointing release. We're lucky to have Chinese models.
Not at an appreciable token rate.
I wonder if these large open weight models are considered safer to release for that reason?
I'm thinking no because any small to medium size criminal organization or state funded group will be able to cobble together the resources to achieve some kind of runtime.
Even at 10 tok/sec, making bioweapons at 10 tok/sec is concerning.
You do realize that a high school Chemistry course actually contains all the details you need on both bioweapons used in WW2, right? Plus several others you could use. Those books contain the answer to why those 2 people died in the RV in Breaking bad. And they should. They also contain information on Mustard gas and Zyklon-B, including preparation instructions, but of course, you'll have to puzzle it together. That these substances can be used as bioweapons is heavily deemphasized, but you just can't reasonably avoid mentioning and showing them.
Also these books contain maybe not the solution to making thermobaric explosions, but certainly the principle and show you exactly what problem you'd have to solve to make those weapons.
Just about the only thing they stopped teaching is that if you combine that knowledge with which plants contain what ... there's an incredibly easy way to make pudding with cyanide that's safe to touch, for example. That they suppressed.
But at least for Europe, the number of lethal plants just growing along essentially every road or in every forest numbers in the dozens. Including a very famous one they teach every kid about.
Of course, in both cases, the real challenge is making them and deploying them without killing yourself.
We are not safe from bioweapons because nobody knows how to make them. That's not it.
I don't think this is going to change anything for most people, but it certainly fits a niche for US-based companies that refuse to run Chinese models and only want to run their own inference.
But I'm really happy to see Meta do this and I hope they continue to release open models in the future. Open models are really the only way to ensure fair access to AI for everyone.
What is the point of releasing "The Most Capable US Open‑Weight Model?" I can understand why I might care about the location of a model serving provider, but why should I as a model user care about the location that an open weights model was trained?
It appears to already be far beyond that, they are working with each other[0]:
>ChatGPT, Claude, Grok, DeepSeek, Perplexity, Gemini, Copilot, Le Chat de Mistral and Meta AI filter your data to Google, Meta, and several of the main data brokers.
”Serve the model on either two Mac Studios, with M5 Ultra and 512GB of unified memory; or four Mac Studios with 256GB of unified memory, for a total of 1TB of unified memory, enough to hold a NVFP4 quantized version of Muse Spark Open”
Closer to ~$30K if I had to guess. A 256 version is $11,299.00 (2TB SSD, 256GB RAM, 36-core CPU, 80‑core GPU), so yeah, 4 of those would be close to $50K but the 96->256 RAM upgrade is $4K, if we assume 512 will be double that it's ~$15K/ea.
But yes, still a massive amount of money and that's before we know the TPS or any other stats.
How much does the engineers at Meta make? Spend enough time together with others making $250k+ and eventually you start suggesting that two 512 GB M5s is something you can put on your desktop. I mean, it's one banana, Michael. What could it cost? 10 dollars?
I tried Muse Spark 1.3 for a while because it's so cheap, but it's definitely in a lower league than Astra, Opus 5.5 and Argon. Still produces slop if you try and vibe code with it, whereas the more capable models write good code.
Tech people really are drug addicts. Rant about Zuck and Meta for 364 days a year and then jump over each other to be first in line the moment he shows something shiny.
Nemotron, Inkling, Gemma, Trinity Large, Snowflake Arctic were all released/updated in the last 6 months, and there are countless other smaller models out there. US open weight is very far from "dead", and certainly doesn't need Zuck as a savior.
great, I've been reading series of papers related to open source/open weight LLM Backdoors.
It's 100% possible, curious when will be the first incident.
Having something built by entity with HQ in the wester world is always a bit safer. That could be mistral, but they decided to be a consultancy company, not an ai lab.
everyone is doing backdoors, except eu, they just receive bribes from those who install backdoors.
the only difference is: the backdoor is made to kill people like you or not. I'd rather have a backdoor that is installed to kill someone on the different continent, e.g Iran leadrship, not in my country/city.
This post could be framed with golden filigree, titled "The Most HN Comment Ever Written" and perhaps displayed near other artworks like a Juicero, Flock camera or Sam Altman's disinterred belongings.
Orange Site will have a properly interesting history museum, at the rate we collect curiosities like this.
Artificial analysis shows this: underperforming Qwen3.8 Flash Next and GLM 5.3 Flash, both of which you can run on a single B300 . I think Meta has a bit of catching up to do in the open-weight space.
As an aside, it's really unfortunate that artificial analysis only provides comparison at the highest reasoning level, which is mostly unusable for high-volume production use cases. I would really like them to start providing comparisons at low and medium reasoning levels across these models because those tend to be the ones that actually get used in production.
Been using GLM 5.3 Flash via Ollama Cloud basic subscription:
if this is the only model I had to use for the rest of my life, I would be cool with that. It's good at a wide variety of tasks including reverse engineering, design, working with ESP 32 etc.
I think Muse Spark 1.3 is better but GLM 5.3 Flash is an excellent daily driver.
I've been using GLM 5.3 Flash as the planner and DS 4.1 as the task worker over the last month and the results have been very good, predictable, ridiculously cheap.
What reasoning level do you use for each?
Stupid question probably because I’ve gotten out of sync with the new releases but is Flash better or worse than vanilla 5.3? I’ve been using 5.3 extensively (and maybe ironically have used flash only for viewing images which I have as a skill in Pi because 5.3 vanilla seemingly doesn’t support vision). I find it generally competent but still very far behind opus 5.5. I’ve been trying to avoid Anthropic but the lift of opus vs GLM is enough that I end up coming back to it. I feel like currently there’s no comparison.
anyway, tldr I would not be happy if stuck with vanilla 5.3 so is flash better and should I move to that?
GLM 5.3 Flash is better if you need native multi-modal capabilities, higher speed, and lower costs, and worse than vanilla 5.3 in raw reasoning and complex programming.
Genuinely curious, why not use GPT Sol 6.1 high which has a better cost per task and intelligence ($0.32, 50) or Mimo 2.6 pro? ($0.13, 46) over GLM Max's $2.01, 45?
Not OP, but I've been trying out Sol 6.1 medium with hermes agent, and I have not been able to match usage costs to what I've been getting with glm 5.3 flash high.
Really don't know why, since I've offloaded thinking to the LLMs in this area of my life. Though even at medium, 6.1-Sol is noticeably better at most tasks I throw at it.
I'm OP and I have the Ollama basic $20/mo plan.
Been very happy with it although I will say Muse Spark 1.3 being free on OpenCode is my main model these days. If I run out of free credits on OC (which almost never happens) then I drop into GLM Flash 5.3.
I'm the weirdo who is clinging onto GLM 5.2. 5.3 seems to have picked up the bad writing from Opus 5.
If you liked GLM 5.3, you would appreciate Deepseek V4 Flash a lot. In my personal opinion and use-cases, it outperforms GLM 5.3.
V4 isn't the newest DeepSeek, and GLM 5.3 non-Flash isn't the same ballpark
- DeepSeek V4.1 Flash has marginally better coding, and smaller experts (8B-In/16B-Out) with more compressed attention and KV cache, so it's faster but will have less expertise per task. It's a 552B model, so while it theoretically may contain more trained data it also requires more RAM (the experts are smaller to compensate for speed loss) making it harder to serve without the distributed KV cache DeepSeek hosts.
- GLM 5.3 Flash has marginally better agentic work, and has video input (DS doesn't), and its experts are 18B so there's more intelligence per task. It's a 320B model so it requires less RAM which will make it cheaper to serve. Considering it's a much smaller model, the higher intelligence indicates their architecture/training is better.
- GLM 5.3 (non-Flash) is far more intelligent than both; it's a 744B model with 40B experts, but it's text-only.
Have you compared to deepseek v4.1 flash? It’s so good, at a ridiculous price
I agree, however It's too easy to game arbitrary limits like "medium". There is no olympics for "just rolled out of bed and slightly hungover"
We don't even need a standard for reasoning levels.
Just accept whatever the provider names as "medium" and compare the accuracy between models vs the time it takes to complete a task.
You don't need to directly compare the same reasoning levels. Today you can compare Sol on Low vs Haiku on Max, for example, but you can't look at GLM 5.3 High, only Max.
For some tasks I genuinely feel Opus 5.5 does better on low than medium or high. The trouble, as always, is figuring out which.
Edit: I realize after commenting that you're not suggesting medium is useless, but just arbitrary and differs between models. Personally I don't want to directly compare mediums between models, I just want to be able to compare across effort levels.
i run opus on medium, sonet on high, and haiku on high for implementation based how complicated is for planing and specing and review opus is on high usually, except if if the task is contained.
did not try to run it on low, will have to try it.
A graph of time (or cost) per task against success rate does it. Just include all the different levels.
This exactly. The three interesting parameters are total time to answer, total cost, and output quality (for any given purpose).
That's the beauty of the line charts; the labels are arbitrary points on the line. You can easily compare the series visually.
The most important graph for me on Artificial Analysis is this: https://artificialanalysis.ai/?agentic-speed=intelligence-vs...
It shows the time to complete a task versus intelligence index, which is much more important for my use-case as I do quick back and forths usually. Someone on here suggested it to me a while ago. It also captures speed and token efficiency nicely, since both of these decrease time per task.
this is properly bad as you can run glm on 6000pro, at (in my eyes) pretty good quant, and a q2 on a 5090. im suprised at how good 5.3 flash is at some parts. i still think ds4.1 flash is better but it is more demanding. i hope meta pushes something in a range of 300-400b with a 15-20b active parameters. i know its a crowded space. but it would be fast and probably mostly good enough.
Yep, just benchmarked it against GLM5.3 Flash on my own local bench and it's slower in TTFT, tok/s and concurrency. It also scored lower.
Tried different reasoning levels and didn't really see any difference but GLM 5.3 flash only really works high, max or none so I couldn't really compare the lower efforts which appear to work on Spark.
> As an aside, it's really unfortunate that artificial analysis only provides comparison at the highest reasoning level, which is mostly unusable for high-volume production use cases. I would really like them to start providing comparisons at low and medium reasoning levels across these models because those tend to be the ones that actually get used in production.
The frustrating thing is they started doing this for the big labs—you can see their benchmarks for all reasoning levels of Sol 6.1 or Haiku 5.5. They just don't seem to do it for any of the open weight models.
There’s a reason they put the “US” in “the most capable US open weight model”.
My immediate reaction is that it’s weaker on coding than other open-weight models and that coding is a primary use case for running locally (not the only one, but surely a major one). That said, it takes a lot to get full Kimi and GLM running locally.
it’s quite suspect to claim that a model is ‘underperforming’ so resoundingly, especially after so little time since release.
there’s this objectivist approach of reducing llm quality to a single dimension, furthermore one with measurability bias.
my thesis is that the chinese models beat the american models on benchmarks, on quantitative measures, but probably do worse in subjective measures. to put an example, compare a chinese phone with an iphone, the specs are great, but the OS? the materials? the privacy posture?
so will chinese llms have great specs and benchmarks, but will miss the mark when it comes to the actual quality in practice when your input stops looking like the benchmarks it was trained on.
America number one, it’s the chinese that play catch up with clones, not the other way around
Artificial analysis puts it next to Mistral's new model.
Which is crazy bc they promised to open source muse 1.2 which is good. And they give us this bait and switch
yeah for botsbench.com side where we do cybersecurity investigation evals of models + harnesses, we've been having to play with:
1) time budget model gets (5min / task) -- this became a real problem with opus/astra/fable at high+
2) tuning which effort level we report on (when not all)
very true. when configuring custom agents for enterprise, we almost always default to none or low reasoning knobs. The added latency from medium or higher reasoning levels compared to the improvement in response quality is a diminished return.
Why didnt thry include OpenAI or Anthropic models? I get they were comparing open weights.
AA is a joke.
Since there are many comments here arguing that this is not open weight, I looked at the license. Basically, you're free to use this except this clause:
> If the Licensee or any of its affiliates provide a third party with access to artificial intelligence models as a product or service, via API or a similar interface, where the third party receives outputs of such models (“Model as a Service”), and the aggregate gross revenue of the Licensee and its affiliates exceeds twenty (20) million US dollars (or the equivalent in other currencies) during any consecutive twelve (12) month period, the Licensee must notify Meta and enter into a separate written agreement with Meta before offering the Software or any Derivatives as part of that Model as a Service business. This Section 3 does not apply to (a) internal use, research, or any commercial activity that is not Model as a Service, or (b) the Licensee's use of the Software as a component to power features of the Licensee's own product or service that is not a Model as a Service.
They're allowing the use of this in commercial products, just not selling the model directly.
Still not an open-source license. Means no restrictions on "fields of endeavor", a.k.a. the free software definition's "freedom 0": the freedom to run the software for any purpose.
I'm sick to death of these shameless dilutions (including the notion that open-weight is open-source; the OSI is totally captured at this point)
Neither the person you’re replying to nor the blog post call it open source
But it compares itself to Qwen (Apache 2), GLM (MIT), Beam (Apache 2), Inklink (Apache 2)...
Although to be fair, Kimi contains an identical carve out.
Both GLM-5.3 and Qwen 3.8 max have carve outs for commercial use above a certain threshold.
Open-weights means weights are released under an open-source license.
I would, contra the OSI, not consider the model to be open-source even if the weights were under an open-source license. But that is the minimum condition under which it could be considered open-weight.
> Open-weights means weights are released under an open-source license.
According to who? From https://en.wikipedia.org/wiki/Open_weights:
> Publishing these values allows others to download and use the model, while permission to modify, fine-tune or redistribute it depends on its license.
Those restrictions are definitely not compatible with the definition of open-source/FOSS. I think you have a much stricter view of what open-weights means than the industry.
"Open weights" is a correction that arose out of calling models whose weights were released under open-source licenses "open-source" before the OSI sold out. These companies trying to dilute the polite correction just like they tried to dilute "open-source" only reinforces my point.
There was an attempt to create an analogue of the OSI's Open-Source Definition that acknowledged the problems of merely releasing weights as "open-source". That project seems to have largely failed or fizzled, and "open weight" has come to be used mostly as a way of acknowledging that only the weights have been released under open-source terms.
This model of Meta's fails even that dramatically weakened standard.
This is just a series of dilutions by which giant corporations are trying (and apparently succeeding here on "hacker" news) to trade on the cachet of commitments they don't actually hold.
I mostly agree, but again, You said "Open-weights means weights are released under an open-source license" and I asked "According to who?"
"Open weights" is for the most part a term that is meaningless besides being technically able to run it on your own hardware.
I don't think we have a proper term for what you are reaching for, and proper open-source models (training, training-data, etc. being fully open) are scarce.
If I have any argument, what I'm in favor of is situating our use of terms like this in the context and history of the free software movement, even absent some "defining authority" like the OSI and the FSF. I'm open to other definitions and to observations that unfortunately "open weight" is a term that was co-opted almost as soon as it was coined. But it's not about semantics for me, it's about promoting an understanding of these terms and ideas that is continuous with the free software movement that birthed them. It's not about dictionaries for me. Saying "this doesn't fit the category" in situations like this isn't lexicography so much as it is politics (or less grandiosely, a critical analysis of marketing materials).
> I don't think we have a proper term for what you are reaching for, and proper open-source models (training, training-data, etc. being fully open) are scarce.
I think you're very much right that we don't have a "brand" with either the same kind of institutional backing as terms like "open-source" and "free software" or a wealth of examples to point to.
This is close to GLM terms
I think it is a fair license. It’s a bit of “Open”-washing but reasonable to the model trainer for their investment and to the public for having more base model options with novel architecture.
Also, IANAL, but under U.S. copyright law, the weights of machine learning models are excluded from copyright as they are the product of an automated optimization process (e.g., stochastic gradient descent, expectation maximization, genetic algorithms) rather than human authorship. Granted, this has yet to be fully tested in court and going to court is expensive, so it's likely that your employer would prefer to err on the side of caution and respect such attempts at model licensing anyway, similar to how one might treat a ToS agreement. Nonetheless, this was partially tested last year in Thaler v. Perlmutter which affirmed that copyright requires human authorship, reading the Copyright Act's provisions on ownership, duration, and transferability as presupposing a human author[1].
If you want to assess the position of the U.S. Copyright Office for yourself, the relevant text can be found in the Compendium of U.S. Copyright Office Practices § 313.2, "Works That Lack Human Authorship"[2], which states:
> […] the Copyright Act protects “original works of authorship.” 17 U.S.C. § 102(a) (emphasis added). To qualify as a work of “authorship” a work must be created by a human being. See Burrow-Giles Lithographic Co., 111 U.S. at 58. Works that do not satisfy this requirement are not copyrightable.
> […] the Office will not register works produced by a machine or mere mechanical process that operates randomly or automatically without any creative input or intervention from a human author. The crucial question is “whether the ‘work’ is basically one of human authorship, with the computer [or other device] merely being an assisting instrument, or whether the traditional elements of authorship in the work (literary, artistic, or musical expression or elements of selection, arrangement, etc.) were actually conceived and executed not by man but by a machine.” U.S. COPYRIGHT OFFICE, REPORT TO THE LIBRARIAN OF CONGRESS BY THE REGISTER OF COPYRIGHTS 5 (1965).
Oh, and there's also a bit in the following Section 313.3, "Works That Do Not Constitute Copyrightable Subject Matter"[2], which explicitly excludes mathematical principles, formulas, algorithms, and equations, along with DNA sequences and other genetic or chemical compounds, regardless of whether they are produced by humans or by nature. If one takes the perspective that machine learning models are algorithms, the conclusions on copyrightability are pretty clear.
[1] https://media.cadc.uscourts.gov/opinions/docs/2025/03/23-523...
[2] https://www.copyright.gov/comp3/chap300/ch300-copyrightable-...
It's pointless to make this claim without case law stating this for LLMs specifically this is merely speculation on how a judge might rule.
If the weights were produced by a purely mechanical process without any input, then I would be more inclined to believe the distinction there is significant. But as the optimization processes you've mentioned are merely tools that operate with a dataset, the provenance of that dataset becomes a factor towards copyright.
I mean, not according to the lawyers for every AI lab… they do want to have it both ways though.
> Granted, this has yet to be fully tested in court and going to court is expensive, so it's likely that your employer would prefer to err on the side of caution and respect such attempts at model licensing anyway, similar to how one might treat a ToS agreement.
You may be conflating 2 things - the Muse model weights themselves, and what the models output when run. The former is prima facie the product of human authorship and hence has full protection of copyright law, the latter fits your characterization of likely not having copyright coverage. Meta can use the copyright on the model weights to dictate licensing terms. IANAL too.
Model weights are facts. Facts are not copyrightable.
> Model weights are facts.
Only in the way a math textbooks are facts. Model weights are bits on a medium,designed and derived from the combined efforts, judgement and expertise of many humans, before and after training.
Software bits have been copyrighted for so long, there are 5¼" floppies with "(c) 1977" printed on them.
The words in a novel and the order in which try appear are so facts. But somehow that is clearly copyrightable.
It’s really not that simple
Unless the total (!) revenue of the provider is under 20 MM USD, eh? Not exactly fully open, but not _that_ harsh.
Even if your revenue exceeds 20MM you can still use this model from inside a commercial product but you can't expose it directly as a "model as a service"
Yup, I rather meant to point out that even if all you want to do is sell access to the model on your hardware, you can _still_ do so up until a non-trivial scale.
if I have a Sass platform where the user pays per seat $8 and assess to the llm is a listed feature, the clause do apply.
They've done considerable effort in making sure this model can run on basically every model runner, from Unsloth to MLX, https://dev.meta.ai/docs/muse-spark-open/deploy
As someone not in the loop, can you explain more of what you mean.
day one support for all inference engines so that whichever kind of capable computer you have, you can run it. you do need a really capable computer though
> you do need a really capable computer though
They suggest a pair of Mac Studios w/ M5 Ultra chips and 512 GB of RAM. A single Mac Studio w/ M5 Ultra and half that RAM (256 GB) is around $11k, and the 512 GB option isn't even available yet. So.... yeah.
You can just use your old dual 512GB M3 Ultras until you get the M5s. Man, people always whine about something...
This comment has the unusual property of being applicable whether or not it's sarcasm!
O shit, I didn't even think of that. I've got a few of those kicking around, honestly I was just using them as doorstops at this point.
Anyone who has tried a smaller/quantized version locally on apple silicon? Would love to know your experience, also tk/s on what hardware specs?
Yes, but still, what about users looking for NPU support. What happened to Microsoft's copilot+ PC campaign? (the NPU hardware, not the logo key and ad campaign) AMD's XDNA2 NPU is best supported by ONNX, I think Qualcomm Hexagon is too. The best consumer unified architectures are Apple, AMD ai+ and Qualcomm Snapdragon X Elite, even intel has an NPU offering.
NPUs are meant for tiny, tiny models that can run basically at all times but cannot affect battery life (e.g. translation, live-video cleanup, filesearch etc.), not for big LLMs. This is about 500 times to large for a NPU.
NPUs you can find in AMD high-end CPUs are closer to specialized DSPs (basically big VLIW/SIMD vector units).
People love doing heavy math stuff with them (https://destevez.net/2026/05/getting-peak-tops-on-a-ryzen-ai... - not my blog)
Copilot+ PC is such a terrible and wasteful marketing effort that Microsoft has given it up.
NPUs are not inherently useless, but definitely so the way they are forced onto users machines.
There are plenty of smaller less powerful open weights models if all you have to run it on is an NPU.
This is a much larger more powerful model, so running it locally will not be for everyone, but you can still run it via a hosting service such as Fireworks AI.
I was mistaken in my thinking that open models are able to be quantized to run on average consumer hardware, I think they have outgrown that concept.
I guess that's the attraction - that they may be small enough (likely quantized) so that you can run them locally, so there is no privacy issues, and no-one can turn it off, etc, but technically "open weights" is just referring to models, of any size, where they give you the weights (basically give you the model) so you can run it yourself, instead of having to access it via paid API running on some computer that they control.
Like I said last week. I think zucks original llama thesis is proving more correct by the week. The rent market on intelligence never materialized, if you have THE frontier model, you can charge rent (for a few weeks, maybe month). But after a certain capability level it's price that drives the decision.
Zuck is doing the thing he's really good at, and building a moat around the network (Muse is VERY sticky), and now that we're all going to standardize on Meta's model, we're going to optimize the heck out of the infra to run the model making it cheaper for him to scale, thus bringing in more participants to his network, and thus making his network more valuable.
Meta is going to win consumer AI.
Google, Apple, and Microsoft are each in a stronger position to win consumer AI because they're guardians over the foundations of the user's experience. Meta always has to wonder whether they're going to be edged out, like when Apple decided to limit permissions or set new rules on user data handling.
How has Meta responded? With a failed phone and speculative headset.
That's entirely why Zuck's been pushing VR and the metaverse for so long. they have no OS to control - Microsoft has desktop, Apple has their vertically integrated devices, Google has both Android and also Chrome.
Meta is at the whims of these other companies to play nice - and they already got hit hard once by apple when they decided to anonimize add profiles on the iphone and go privacy first.
Okay, so I've heard Apple "prioritized their own ads". If there's meat behind that - cool (and perhaps might not do anything about certain scummy listings on the app store)
But app stores and iOS ostensibly exist exactly so Zuckerberg can't do what he does, which is steal credentials. Facebook syncs everything, bought Whatsapp to do the same; of course he's pissed off his ill-gotten moat got attacked
> How has Meta responded? With a failed phone and speculative headset.
I guess their spin on Muse would be, by building the AI agent that Apple has shown it's nowhere near being able to build
Apple responds by waiting and partnering with companies like Google, and treating this as a layer that can be swapped out.
And their resulting product is just not good.
You dont understand Apple's operations.
They will 'appear' to care about this stuff to appease shareholders.
They only dedicate the best but small amount of resource and then scale once they are confident they have a 'hot' product.
Get over it guys, stop whining about Siri and understand how Apple operates.
They have everything to lose - they are THE TRUSTED brand when it comes to consumer electronics w.r.t being an incredibly valuable firm.
> Get over it guys, stop whining about Siri and understand how Apple operates.
Doesn’t make it a good product though.
Apple didn’t figure out yet that Google’s AI performance is nothing like Google search. Google’s AI is just junk, worse than open Chinese models. If someone (Facebook,OpenAI) gets a hold on the “killer” app, Apple won’t be able to do anything to truly compete. They will be late and end up with a social network like “find my friends” or whatever that useless thing was that nobody used.
Until Opus 5.5 I agreed with this. But since then... I'm now able to build just about anything I want, quickly. Including... all the reasons I'm on a mac (or presumably, one on windows) in the first place. IDK if I believe in my heart just yet, but as a long time mac user, if you gave me the choice between mac + commodity model or a near naked Linux laptop + Opus 5.5, I would easily choose Opus 5.5 and build what I want. If this is real, I think Google is still in a good spot, but are Apple and Microsoft? They have no models themselves. They do have hardware but the value of their OS (in Apples case) and software (in MS case) becomes extremely devalued, relatively speaking.
Being one of if not the top advertisers in the world? I think Meta is doing just fine.
Sure but that doesn't mean they will become the front runner in AI.
Muse, the pi/openclaw/AI assistant app is maybe not impressive to HN, because you can always just "get an FTP account", as it were, but if you're outside of the HN bubble and don't hate Facebook, Muse is an absolute winner. It's currently the top downloaded app on iOS, above ChatGPT, TikTok, and Claude. I think they've currently got the strongest consumer AI play but we'll have to wait and see how the situation evolves.
>It's currently the top downloaded app on iOS,
Yeah because its gone a bit viral. It'll settle down over time as people try it and dispose of it.
Same as Threads
>Google, Apple, and Microsoft are each in a stronger position to win consumer AI because they're guardians over the foundations of the user's experience.
From everything I've seen, they're all too large and dysfunctional to make a competent play in consumer AI. Anyone in there trying to work on it is too far removed from end product and is answering to too many masters.
That's definitely gemini
At least Gemini is an okay model independent of how Google is leveraging for consumer experiences.
>Google, Apple, and Microsoft are each in a stronger position to win consumer AI
Microsoft has completely lost the ability to make good software; see Microsoft Teams and what they've done to Windows 11. Apple don't have a foundation models team so they're limited to using other people's models, which handicaps them as they can't do vertical integration like with their other products. Google hasn't made a single competitive consumer product in the past decade, but has certainly killed a few.
"Microsoft has completely lost the ability to make good software; see Microsoft Teams and what they've done to Windows 11."
Uh, what is your positive comparison point?
I have been using MS apps since MS-DOS 6.0 and Windows 3.1 (including doozies like Windows Millennium and Vista) and Teams and W11 are some of most stable, "it just works" pieces of software coming from them I can think of...
> Microsoft has completely lost the ability to make good software
did they ever? maybe MS DOS, Win 3.1, and Win2000 were ok, although PC DOS and OS/2 were better; Sure what an unusable junk it's today is beyond any precedent in history, but why many companies use it today at all? why?
If you’re falling for “sticky” interfaces, you’re not going make it. Your competitor won’t have the stickiness and the ability to use any harness and that will overcome Muse in the long-run. Let’s not forget, Muse is a close to SOTA model right now, but so was Google, and now they’re irrelevant. Google is one of many funded models that were close to SOTA, but we realized it’s benchmaxxed.
People are going to say that it doesn’t matter if you’re the best. If Muse, Grokbot, and Dot are able to reach mass appeal, it doesn’t matter if a person using a custom harness is better.
I respectfully disagree. There is a big difference between someone that’s running a custom harness that’s almost like a personal OS versus someone using something out of the box. And if you’re for using this to run your business, think for yourself who’s going to win, the person customizing everything or the one using what the big corps give you.
These are good points, though OP did specifically say that Meta is going to win "consumer" AI. I don't think the average consumer of AI is going to ever have to think about harnesses or worry about SOTA, they really will continue to interact with whatever is stickiest.
This exactly. The "harness" for consumer is not well defined but likely quite sticky if someone can build one. Meta is better positioned with its reach of whatsapp etc unlike anyone to try this.
Meta being meta, will likely run this as an "experiment mode" for 6 months to an year and if it does not work scrap it all and move onto the next thing.
There is a risk ofc muse does not work. But there is a good chance that with the ridiculous number of product teams doing A/B testing with insane number of people already on it, something will emerge that is interesting in a way it never could for their erstwhile Ar/VR foray.
The field is changing weekly at this point. Meta, OpenAI, and Anthropic have the most distribution right now so any can take this spot.
So why would you lock yourself in? They want you to lock yourself in, but if you build your own system, you won’t be. A layman will just use what’s best and get himself locked in, but they might be using an inferior model.
AI is a force multiplier. Doing the right thing with the right expertise is yielding dividends.
> So why would you lock yourself in...
Many people don't even know what locking in means. The crowd in this forum < 1% of the world do, you and I do, and maybe a few outside. There are only laymen outside of 99%. No one i know of knows or uses a harness. They don't know the large number of VMs built on say Hermes. They really don't care or have time. If you give them a ready made product thats a click away, and its good enough, they will use it.
But this is what I’m saying, consumer AI is forever changing. Investing your time and money into a closed harness will put you behind someone running their own system that’s model agnostic.
If you’re on a forum like HN, would you realisticly invest your time and widgets into a closed harness instead of building your own? What if Meta’s model falls behind and all your things are on there? My advice is to invest in building your own because no one lab has shown they are worth using.
As far as “consumer,” I’m simply comparing consumer AI to a custom built one. One of OpenAI, Anthropic, Meta will probably win since they have the most distribution.
Yep. Reminds me of the famous HN lore about Dropbox https://news.ycombinator.com/item?id=8863 (note the 4 digit ID - early days!)
>For a Linux user, you can already build such a system yourself quite trivially by getting an FTP account, mounting it locally with curlftpfs, and then using SVN or CVS on the mounted filesystem. From Windows or Mac, this FTP account could be accessed through built-in software.
And, "stickiest", mind, where most are allready soul-sucked into the neverending doomscrolling dopamine nightmare that is Zuckbook - to beging with.-
First they "captured", or moated "communication". Now, they are going to capture "utility" ("I am actually doing something useful, not just doomscrolling. I can spend an extra 8h here. It feels good").-
The "average consumer" is a very small part of the revenue opportunity for LLMs and AI.
The real money is coming from C-suites trying to reduce head count or at least multiply productivity for their existing head count.
> Google, and now they’re irrelevant.
Argon is tied for first at worst.
> Google is one of many funded models that were close to SOTA, but we realized it’s benchmaxxed.
Who is "we"? Google is the least benchmaxxed.
I’m talking from experience. I’m run a software factory building open source alternatives and Argon is the worst model. Wrecked multiple codebases. But every use case is different. If you’ve found success in yours, use it.
Astra still outperforms Argon for me. And with a lot more quota too.
I hope Google can catch up to OpenAI. The more competition the better.
> And if you’re for using this to run your business, think for yourself who’s going to win...
That's not consumer AI though. The whole "vs out of the box" is pretty much the definition of consumer AI. People don't want to fiddle with things. That's why UX matters. SOTA only matters in consumer if it translates to the UX. And no one has landed that yet. Many are working on it.
Muse, the app, is currently number one on the app store. Talking to non-technical friends who have adopted it, they may have landed it.
ahh makes me want to check it out. But my fb account is long abandoned. That's how they get you huh... ain't now escaping the grasp.
When I worked at Microsoft, I learned that the average user will fail to do ANY process that is longer than 2 steps. Let that sink in and then reread your comment. Nobody cares about SOTA outside of tech. They want the basic floor of “it does what I need at a reasonable price” that’s it.
So what makes Muse "very sticky"?
Seriously. Muse hasn't even been around long enough to determine if it is "sticky" in any meaningful way, let alone in the context of competing against frontier models from competitors.
And based on what I'm seeing, it's far from even being in that category as a service yet. Seems like the OP is conflating seeing a bunch of Muse ads on Facebook with its presence as a competing frontier model.
The ads strike me as basically deceptive. Like when I was in NYC last week the ads showing a cuddly mascot were all over the place. Video ads on YouTube don’t show a Bay Area TurboKnerd geeking out with a top-of-the-line Mac mini to a reskinned OpenClaw (reality) but rather some guy running and talking to his phone to schedule a massage.
I like the image of Muse and think a product that delivers what it promises to the consumer could be a hit but,,, this looks like something they rolled out in a hurry to take advantage of the FOMO of the uninformed and boost their stock price for a few months until reality catches up. They are a huge company and they could do something only a big company could do but no…
Like the real mass market product is not going to be a smart shell for a Mac it’s going to be cloud based. Like is it economic for your Mac to be sitting there running all the time when you are using 10%? The true believer say yes, the mass market says no. Is Apple going to let them put a skin on your Mac or is this a product that Apple will embrace and extinguish?
The naming is a bit confusing, but there are two things called Muse ...
There are the models, such as Muse Spark, Muse Wonder, and this Muse Open.
There there is "Muse" itself which is a cloud based "personal agent", always running in your own cloud-based virtual machine, that you can assign tasks to.
I think the Muse agent (which competes with Instinct, Grok Bot, etc) is where Meta currently believe the money will be. While you can pay for higher usage levels, it seems they are expecting many people to use the free tier, and they will make money by charging transaction fees to services Muse uses/orders (e.g. travel, entertainment) on your behalf. This "personal agent" market is predicted (but let's see) to be huge - much larger than the coding agent market.
I assume the guy in the ad is talking to his Muse agent to schedule the massage.
came out like a week or two ago lol
Unfounded assertions by marketing accounts, obviously.
spamming same comment
https://news.ycombinator.com/item?id=50060213
do ppl get paid by zuck for this?
Muse is not sticky at all, it's just OpenClaw wrapped in meta branding. Any company can roll one out
I disagree with the claim that its sticky, but this is the wrong response. Reductive and doesn't take into account the obvious things (UX, network effects, barrier to entry to use the product). All 3 of these are much better with Muse than they with are similar products.
any company can roll instagram(just simple image viewer) or whatsapp(just messaging) out though with the same logic. Does not mean you can compete
Social networks have network effects, an ai assistant does not
Basically once it has sucked all of your data dry you no longer have the ability to leave the Meta Network.
The ecosystem of meta products like Instagram
Velcro
Good anthropomorphism.
the bear is sticky with honey
> now that we're all going to standardize on Meta's model
Who's this "we" exactly?
definitely not me; I wouldn't doubt if Zster is working on turning muse into sleeper agents, _assuming_ chinese models will do the same, so they crib data and send it home like a good little maleware model.
In fact, we're going to see an explosion of the worst kind of AI model thanks to thinks mr Z thinks is in his best interest.
Remember, they had reports going back more than a decade about how they're harming children and destabilizing entire countries and as soon as Trumps in the whitehouse, they're licking boot.
But why are we all going to standardize on Meta's model, and how is it sticky? What does it have on the big Chinese models?
> Muse is VERY sticky
How, exactly?
I think any personal AI agent at this point is "very sticky", not just Muse. You really aren't going to switch when a lot of the value is in the agent memory and there's no easy way to export that, similarly to how you aren't going to switch away from Spotify when it's learned all your song preferences which you can't export. Right now, maybe the agent memory is small enough that if you ask the agent to export you'll get most of it out (Claude has notably made official export instructions to encourage switching from ChatGPT in the past), but in the future the memory will be too large and complex to do that effectively, and platforms could also block the memory export or degrade it deliberately.
So, in the long run you pretty much have to pick one personal agent and stick with it, and switching is costly (unless you are using an open agent that lets you just download the memory, in which case it actually becomes cheap, because AI agents make other parts of switching way easier in general). For the purposes of Meta this means whatever user they get they'll probably keep.
HOWEVER, the thing that Muse doesn't have is network effects. They're running into the exact same problem as ChatGPT in this area, IMO. There's no reason for you to be running specifically Muse even if all of your friends are running it. So that gives other vendors a chance to catch up.
I don’t follow why “in the future the memory will be too large and complex to [export] effectively”.
to me, export should be easier and easier since you should just be able to ask the model for the memory files. it’s literally list text on a hard disk, even if there are some new formats in the future, they’ll just be files on a disk that another agent can then inspect and integrate. in fact, i think exporting data from services will become easier and easier since agents can do the work even if platforms try to block it.
You can export all your data from OpenAI and Anthropic. I also exported all of my Liked songs on Spotify and have a scheduled task to pull any new ones each day.
I think the jury's still out on whether Muse will be sticky. My guess is that it won't be that good relative to the field.
> Meta is going to win consumer AI.
Are you defining consumer AI as just AI as it relates to a narrow subset of social networking?
There is no winner in a race to the bottom.
Also honestly, the models don't have to get much smarter to handle the consumer side of things. They could innovate a ton on the harness to farm out requests and manage the state of the agent. They have an incentive to do this to reduce the infra usage so they can go wider with the agent.
Very sticky?
Theyve had a few million downloads on what, DAU of billions?
Lol get a reality check.
> Meta is going to win consumer AI.
That zucks.
Paid bot or Meta employee, please disclose
I'm looking forward to seeing Muse devices like Amazon's devices but with superintelligence: - Muse-equivalent of Alexa - Muse-equivalent of Ring security devices: doorbells, cameras, alarms, etc - Muse home automation devices (lights on/off, smart roller, smoke detector, water detecto, etc) - Muse ring ...
> devices but with superintelligence
Donald, is that you?
isn't it a bit early to call Muse sticky?
>Muse is VERY sticky
its not. ppl downloaded it in hype arent using anymore
> Meta is going to win consumer AI.
That's a bold statement lol.
Sounds like cope. You can't claim the 'rent market on intelligence' never materialized when revenue is absolutely booming for Anthropic/etc.
Sure, just not nearly enough for sustainability I think. I'd reserve that call for the moment we can stop bathing in free VC money by using subscriptions.
Also, as far as my own use goes, I found that the capabilities/price ratio of DeepSeek's offering is very hard to beat. It's really good enough so the thing that matters to me (besides table stakes like uptime, latency, etc.) is price at this point.
They are just repeating old tropes about unprofitability without reassessing
Do you have a source for Anthropic being profitable?
https://thenextweb.com/news/anthropic-q3-revenue-16-8bn-ipo
Of course they are “profitable”, Dario said so last month (if you accept a definition of “profitability” under which every tech startup is profitable by the day they have their first paying customer).
https://www.forbes.com/sites/jonmarkman/2026/08/17/anthropic...
Anthropic themselves claim to be profitable, fwiw.
>adjusted operating income
>preliminary, unaudited, and could be revised before the prospectus lands
>Which costs were adjusted out has not been disclosed
>profitability may not hold for the full year
That is a lot of caveats on the "profitability".
Do you have proof of unprofitability?
The fact that Amodei had to invent a new definition of the word “profitable” last month is a strong hint…
> Amodei had to invent a new definition of the word “profitable” last month
Source?
https://finance.yahoo.com/technology/ai/articles/anthropic-p...
They seem to be reporting gross margin by excluding the cut that cloud providers take for hosting their models, and excluding R&D.
Basically they seem to be taking credit for the whole amount that customers are paying cloud providers to run Anthropic models, rather than the actual net proceeds of that business to Anthropic.
> They seem to be reporting gross margin by excluding the cut that cloud providers take for hosting their models, and excluding R&D
The media is overstating what they're being leaked.
Anthropic is reporting traditional losses. It's also highlighting that operating figure, because it answers the question around what the business could look like in a steady-state and first-party-only mode.
They aren't claiming the profitable right now. But for an unprofitable company, having these sorts of metrics can give you a sense around when they will become profitable and what it will take. (Plenty of people were doubting that AI makes money on inference not too long ago.)
How about the fact that they're not shouting from the rooftops how they're managing to make money in an industry that is currently mostly known as a giant money fire? Instead they're reporting being profitable "after making certain adjustments", which sounds a lot like "not profitable".
> they're reporting being profitable "after making certain adjustments", which sounds a lot like "not profitable"
Adjusting out stock-based compensation and non-cash expenses is absolutely fine for a company growing at the rate Anthropic is. The concern is more that they cherry picked a couple months when their expenses were abnormally low [1].
[1] https://www.wheresyoured.at/anthropics-profitability-swindle...
If someone gives you one you're just going to say you don't believe it, so why bother?
last year was google winning AI, this year is meta winning AI. I think what is true is Meta, Google will all find their place in the AI world and continue to make huge amount of money. A consumer will use many different AI products, each with a different use case. Everyone will make enough money to live well.
> The rent market on intelligence never materialized
So where is the ~$100B combined revenue for OpenAI and Anthropic coming from? Open weights models have been close enough to the frontier for over a year now, probably longer, yet the $$ shows no sign of shifting.
Pelicans for low, medium, high, and xhigh: https://tools.simonwillison.net/markdown-svg-renderer?url=ht...
I had to run them via OpenRouter - I don't have access to a machine that can handle this size of model.
For comparison:
Muse Wonder: https://tools.simonwillison.net/markdown-svg-renderer?url=ht...
Muse 1.3: https://tools.simonwillison.net/markdown-svg-renderer?url=ht...
And this one from Meta AI's previous open weight model, Muse Glimmer, which DID run on my laptop: https://tools.simonwillison.net/markdown-svg-renderer?url=ht...
I really would love a browser plugin that blocks having to read about fucking pelicans on every model release.
A question I have about the pelican benchmark : why are the pelicans always cycling to the right?
The gears etc on bikes are customarily on the right, so almost all photos of bikes (eg for sale, by hobbyists) face to the right to show off that, and so it makes sense for LLMs to have such a preference.
They’re all derivatives, not originals.
I think it is safe to say that Muse models are not pelican-benchmaxxed.
The model license requires large inference providers to contact Meta separately to obtain a license to serve the model. I know we've seen this before with other large models, but it's still a bit irritating.
The usual effect of separate licensing is decreased price competition from public providers (like we saw with Kimi K3). I guess it's better for the providers if the price is fixed: any efficiency improvements directly improve margin rather than driving prices down over time. Still, to provide my own anecdata, the main thing keeping me on a paid subscription is token costs for the more capable models.
Then it's not open-weight. Open-weight means "weights available under an open-source license", and licenses prohibiting commercial use are not open-source.
The nearest analogue would be "weights available", I guess.
Meta did this from the very beginning with the original Llama's. Open weights, but you have to use an account with them and agree to an EULA.
There's obvs decreased price competition, but it also does help with ensuring model quality.
Quite a lot of providers on OpenRouter run degraded or broken models. I think some is deliberate, but I think a lot is just providers not setting up models properly; especially with the rush to day zero models.
ya especially because it's huge, you aren't running this on your desktop
re: "Apple’s unified memory architecture lets the M5 Ultra's integrated GPU use up to 512 GB per Mac Studio, so two machines can hold an entire model. And the chip’s 1.2 TB/s of memory bandwidth is fast enough to read the small slice each token needs. The result is two Mac Studios behave like one supercomputer with a terabyte of unified memory."
At the current market price of Apple Mac Studio Ultra, 30-core CPU + 64-core GPU w/ 256GB RAM is already reaching at around $10k. Keep in mind that computers are appreciating assets recently.
The 512GB RAM option is not even for sales yet (they said late October availability). Based on typical Apple pricing, it's likely to be around $14k apiece. So we are looking at least $28k - $30k for the setup Muse team is advertising. That's essentially the Nvidia H100 GPU w/ 96GB VRAM/HBM3 at up to 3.94 TB/second memory bandwidth, 3x+ than Mac Studio's Unified Memory speed.
Also, how did Meta get access to Apple's unreleased M5 Ultra w/512GB RAM Mac Studio? Or is that simply a marketing piece that they wrote purely on specs?
> Also, how did Meta get access to Apple's unreleased M5 Ultra w/512GB RAM Mac Studio? Or is that simply a marketing piece that they wrote purely on specs?
It should be well known that Apple provides early access to developers under strict conditions. Otherwise, how do you think they announce new hardware not for sale, and show demos of third party apps taking advantage of such hardware?
The 512GB is obviously geared towards local LLM crowds. I'm just speculating, but I would be surprised if there's not at least a few devices with the 'ecosystem players' like LM Studio, Unsloth, etc. Of course, they'd never confirm nor deny :)
> Keep in mind that computers are appreciating assets recently.
You are correct but at my age my brain is never going to stop being surprised by this statement.
1024GB of ram is bigger than 96GB of ram.
Also you are comparing apples to or— dang it, I don’t mean to do that in this thread. Well, it’s a very poor comparison, as they are completely different computing devices with completely different use cases, capabilities, and customer bases. Not to mention power requirements!
how are the Macs connected to each other?
Jeff Geerling blogged about his demo setup - https://www.jeffgeerling.com/blog/2025/15-tb-vram-on-mac-stu...
Uses Exo - https://exolabs.net
You can do it with other software, that's just one of the quick-and-easy setups if you've got a spare 40-60k for studios sitting around
RDMA over thunderbolt
> Future is for everyone
So long as you can choose between running AI locally or a new Corolla
https://x.com/johnternus/status/2110789142326165518
I like how he just casually posts a photo of over $30k worth of equipment on his disk like "this is accessible to everyone!"
39 on AA[1], about the same as Deepseek v4.1 flash and Mimo 2.5 Flash. Behind Glm 5.3 flash and Qwen3.8-Flash-Next [2]
[1] https://artificialanalysis.ai/models/muse-spark-open
[2] https://artificialanalysis.ai/models/open-source?models=mimo...
Crucially, it's about the same as DeepSeek v4.1 Flash, and about 10x more expensive to run...
No thanks...
OG Deepseek Flash was pretty mediocre and then got a lot better with post training. The other thing they are fighting is most/all of the chinese labs are free to use/train on the 10B+ SOTA reasoning tokens they "stole" over the summer March-July 2026, if meta is playing by the rules, they are building this from the ground up. Getting anywhere near Deepseek Flash without that free training data is pretty impressive feat.
OG DeepSeek V4 Flash and V4.1 Flash are actually completely different architectures. To wit, V4 runs fine on 2x96GB cards but you’re not running V4.1 unquanted on less than 4x96GB.
It’s not really an apples-to-apples comparison.
(I’m not sure why they didn’t call it V5 Flash, but model names from most labs are completely nonsensical and disjoint from their underlying architecture.)
Previous discussion of Meta models / open weight / llama:
https://news.ycombinator.com/item?id=49541256
https://news.ycombinator.com/item?id=49216946
https://news.ycombinator.com/item?id=48767058
Others?
This seems like advertising, which breaks HN rules?
Make sure that Meta reads the policies on self-promotion:
https://news.ycombinator.com/showhn.html
HN should impose a 2-post-per-month rule on all Meta posts as they do to their users!
If Meta would like more posts per month, they should donate 80 billion to an approved charity, instead of flushing it down the drain.
It seems like meta and mistral are both hedging their "best" claims geographically because they've realized they don't have to even beat deep seek anymore, they can just win customers by being "the best one I'm allowed to use".
If you can’t win everything, at least win a niche.
If you can’t win, get your politicians to ban the competition
Yep, also a time-tested strategy.
How does this compare to Muse Spark 1.3 contribute? I've used Spark 1.3 a lot lately , since its currently free to use via OpenCode. I haven't had the best experience in the past with models from Meta. But Spark 1.3 is has been surprisingly great. Especially for tool calling.
Please give it a try and let us know ;) judging by the benchmark scores I would not expect too much of a difference.
Main difference seems to be that this one is cheaper/easier to host.
I used spark 1.3 extensively in prime-agent (a pi derivative) and I thought it was great.
Speaks nicely, great at driving linux. Not frontier-level coding, but comparable to luna, deepseek. It was amazing for the price.
Artifical Analysis says is this comparable to DeepSeek 4.1.
But weaker than Muse Spark 1.3: https://i.imgur.com/8ST1rRY.png
Finally democratizing AI access to, checks notes, people with no less than two Apple M5 Ultra Studios on their desktop.
I partly agree with the sentiment, but this is also the first time I've seen an actual lab announce they optimized for consumer hardware (very expensive, but still consumer).
It's kind of absurd that no non-quantized MOE model exists that's sweet spotted for 128GB Macs, for example. I hope more open labs follow this lead but also offer lower tier models, perhaps specialized on certain types of tasks
Image->html test for muse spark open.
Original designs: https://diffui.ai/app/canvas/5093e689-1e74-4f26-b632-2a4500f...
Muse Spark Open: https://html.non.io/lcars-muse-spark/
Opus 5.5 (sota): https://html.non.io/lcars-opus-5.5/
Overall it actually does pretty solid. It doesn't completely follow the design, but it gets the vibe. It's one of the best open models I've seen for conversion, which is impressive.
And disclaimer since this comes up with these - objective with this test is to be a good image->html test, not a good web design. Also it's meant to use 3js to render the planets, which if you don't have GPU acceleration enabled for your browser will lower the FPS significantly.
Besides including the sota could you include a link to the best previous open model?
I think a lot of people in this thread are openly dismissive: "oh its just open claw, anyone can and many have build that".
I think what they are missing is the fact that there are not that many teams in the world that can deploy muse like product to A/B test a lot of hypothesis at the scale meta can at scale. I mean even if you could get to scale with DC you need a reason for people to use your product.
My mom and dad and their family have never heard of Claude and don't use chat gpt except once in a while as a search engine. But meta will figure out a way to insert this into modals and feeds to make people stumble and stick on it.
I am no meta fan, but I think people underestimate how fast product uptake there is for non Dev harness.
It's not just openclaw, there's OpenAI's Dots and Gemini Spark.
Facebook doesn't have an real advantage to drive adoption other the being free. Which is not a moat because Google, certainly, and OpenAI, very probably, would offer this for free, in the event this capability turns out to be important to consumers.
Gmail, which half of the people in the US use their daily e-mail is certainly strong thing to build an agent on top of.
Just because meta can shove stuff in the faces of people doesn't mean they can succeed at any random thing. Most Facebook users distrust it, and dislike Zuck personally (at least that's what his lawyer said in court) and that's a rather large barrier to succeeding with agents, where trust is foundational.
But my assumption about the speed of product uptake may be skewed by not-valuing Meta's "consumer task running" pitch. But if people actually want this, for some reason, competitors at scale seem very likely to appear instantly.
This really seems more about meta AI team needs more users of their AI to do a good job building AI, and doing this for free is niche where they can get a few more users, rather than this being genius gambit.
Hmm.. i don't know.
Coding is the main application for AI in 2026, unless I'm wrong
Coding was not the main application before ~Dec 2023, the same way the light bulb was not the main use of electricity for a long time. Meta for better or for worst is good at discovering new use-cases for their products(however bad they are for society is a different debate) and pivot if they are not - remember the Portal device( https://www.meta.com/portal/ ) ? Good hardware, decent usecase, killed within a ~year of its release.
yes, but that does not prevent other applications from existing or being successful this year
The exciting thing about this is in them optimizing for inference on Macs. This, and optimization for other consumer hardware, is where local AI needs to go
Given the size of Macs (2 or 4 of them) required to run it, they're just paying lip service to that option. Other models, e.g. deepseek flash, are much more practical size. Even that takes a 96 or 128GB ram Mac.
This is great progress for "open-weight" models. Quotes due to the restrictions, but still progress none-the-less. Looking forward to seeing any quants that all mere mortals to run this at home without early access Apple hardware.
In terms of performance it seems like this has somewhat worse benchmarks than Muse Spark 1.3, closer to 1.2 but not the same. Of course significantly worse than Muse Wonder Full.
It would be nice if the other players in the market would do the same and release yesteryears models as something to run at home.
Especially for all the people that got emotionally attached to specific checkpoints and their.. uh.. "character".
> We believe the future is for everyone
Okay...
> run on your desktop using two Apple M5 Ultra Mac Studios with the latest MLX framework
Who is this "everyone"?
Well, this is much better than nothing -- we should be grateful that whatever the market conditions and corporate incentives, a major lab is releasing a capable open-weight model. But still very far behind DeepSeek and GLM. Even on consumer hardware, Qwen 3.8 27B is going to compare favorably to this.
It's not open, like the Llama. There is a licensing agreement by which they allow you to use it for free on conditions.
Is it easy to use Muse to remove all the kinds of crap I don’t want in my Facebook feed?
Asking for a friend.
It's really nice that all AI pages are using canvas animations. A few days ago, Gemma 4's animation wasn't that impressive. Same with Muse. So far, the best animations I've seen are from OpenAI and Anthropic.
Ehm.. I have a model that runs on my older gaming desktop that scores as well (or better) as this model does on DeepSWE. This model does better than Flash Next in many areas and I am sure is much stronger overall, but hmm.
“We believe AI is for everyone” *who can afford two M5 Studios with a total of 1 terabyte of memory.
It's not open!!!
How so?
I'm super impressed by how meta has gotten back in the race. They weathered* the storm and actually came out with really good models and products.
Weathered the storm
What is the main driver for anyone to give away their hard earned weights? What is the catch?
Pissing off Dario, probably?
Or rather capturing the people Anthropic keeps alienating.
The Zuck has (in a different context) said that a few billions wasted are a decent bet (or something along those lines), so I think they're playing extra long games here with no real focus on profit any time soon.
To try to prevent as many people as possible from using one model, that gets all the data, and winner takes all.
spoiling the leaders' profit margins
UD-IQ1_S is 180Gb. UD-Q4_K_XL is 510Gb. Still beyond the average prosumer.
This is not an open model. License is not open license, and only weights are provided.
What kind of hardware does one need to run this model? Like a small datacenter node?
Nice a Mastodon shoutout.
Who would have thought that one of the top American tech companies would boast about how their latest product is the best in class in the US, not the world, because they're behind China.
Glad that Meta is back on the open weights train in force.
How is this open weights? Open weights means anyone can use the weights. The license forbids certain categories.
Feels dumber than GLM 5.3 (only open model I use extensively). But is really fast (fireworks.ai).
Only checked a single, large prompt that already ran today on claude and glm though..
It performs worse than Muse Spark 1.3 and 1.2. And it has an outdated attention mechanism which at 1M tokens will need over 200GB just for the KV cache.
Very disappointing release. We're lucky to have Chinese models.
Why is Gemma not in the comparison table?
Probably too small, the comparisons are all larger models.
from what i understand its somewhere between muse spark 1.3 and 1.2 in some coding benches.
Given exposed benchmaxxing of several past models from Meta,
I don't trust any benchmark numbers from Meta anymore.
They completely overhauled their team since then.
Muse wonder is still benchmaxxed.
Except the CEO.
https://huggingface.co/meta-models/Muse-Spark-Open-816B-A42B...
816B model, A42B active parameters
Unsloth and Meta have guides on how to run the model, but allow me to summarize: You & Me won't be running this one.
https://unsloth.ai/docs/models/muse-spark-open
Not at an appreciable token rate. I wonder if these large open weight models are considered safer to release for that reason? I'm thinking no because any small to medium size criminal organization or state funded group will be able to cobble together the resources to achieve some kind of runtime. Even at 10 tok/sec, making bioweapons at 10 tok/sec is concerning.
You do realize that a high school Chemistry course actually contains all the details you need on both bioweapons used in WW2, right? Plus several others you could use. Those books contain the answer to why those 2 people died in the RV in Breaking bad. And they should. They also contain information on Mustard gas and Zyklon-B, including preparation instructions, but of course, you'll have to puzzle it together. That these substances can be used as bioweapons is heavily deemphasized, but you just can't reasonably avoid mentioning and showing them.
Also these books contain maybe not the solution to making thermobaric explosions, but certainly the principle and show you exactly what problem you'd have to solve to make those weapons.
Just about the only thing they stopped teaching is that if you combine that knowledge with which plants contain what ... there's an incredibly easy way to make pudding with cyanide that's safe to touch, for example. That they suppressed.
But at least for Europe, the number of lethal plants just growing along essentially every road or in every forest numbers in the dozens. Including a very famous one they teach every kid about.
Of course, in both cases, the real challenge is making them and deploying them without killing yourself.
We are not safe from bioweapons because nobody knows how to make them. That's not it.
> The 2-bit quant fits on devices with 256GB of RAM, VRAM or unified memory.
Ouch. I wonder how it compares to Qwen 3.8 running with 4-bit quant on 10 times less VRAM.
I don't think this is going to change anything for most people, but it certainly fits a niche for US-based companies that refuse to run Chinese models and only want to run their own inference.
But I'm really happy to see Meta do this and I hope they continue to release open models in the future. Open models are really the only way to ensure fair access to AI for everyone.
What is the point of releasing "The Most Capable US Open‑Weight Model?" I can understand why I might care about the location of a model serving provider, but why should I as a model user care about the location that an open weights model was trained?
Good luck running that on your home infra lol, requires 25k in mac minis
So: WAR!
Never meta.
Do not run, do not support, do not use.
I wonder if all the AI companies are making dossiers on their users.
I would say meta and google definitely are. xAI? Probaly. The others? Perhaps. Perhaps Anthropic less than the others?
It appears to already be far beyond that, they are working with each other[0]:
>ChatGPT, Claude, Grok, DeepSeek, Perplexity, Gemini, Copilot, Le Chat de Mistral and Meta AI filter your data to Google, Meta, and several of the main data brokers.
[0] https://jorgegarciaherrero.com/en/prompt-like-a-butterfly-st...
https://jorgegarciaherrero.com/wp-content/interactivos/20260... [PDF]
"Muse Spark Open was optimized to run on Mac Studio with M5 Ultra, and together they’re the best way to run a powerful model on your own desktop."
”Serve the model on either two Mac Studios, with M5 Ultra and 512GB of unified memory; or four Mac Studios with 256GB of unified memory, for a total of 1TB of unified memory, enough to hold a NVFP4 quantized version of Muse Spark Open”
Can not find any info on inference speed.
its around 20tps
Read it again. Two M5s.
Wait read that again. Two 512GB, unreleased model M5s.
This is gonna cost like 50k to run at home.
Closer to ~$30K if I had to guess. A 256 version is $11,299.00 (2TB SSD, 256GB RAM, 36-core CPU, 80‑core GPU), so yeah, 4 of those would be close to $50K but the 96->256 RAM upgrade is $4K, if we assume 512 will be double that it's ~$15K/ea.
But yes, still a massive amount of money and that's before we know the TPS or any other stats.
The closest equivalent to something like that is a GB300 based workstation, those go from 90K and up.
How much does the engineers at Meta make? Spend enough time together with others making $250k+ and eventually you start suggesting that two 512 GB M5s is something you can put on your desktop. I mean, it's one banana, Michael. What could it cost? 10 dollars?
Why would anyone want to run an LLM on Apple's hardware? Why not buy an NVIDIA GPU?
Try to find a NVIDIA GPU with 256/512 GB of RAM.
okay that's gonna be interesting to try
I tried Muse Spark 1.3 for a while because it's so cheap, but it's definitely in a lower league than Astra, Opus 5.5 and Argon. Still produces slop if you try and vibe code with it, whereas the more capable models write good code.
Try Muse Wonder Full, it's comparable.
can we stop these safety risk.... Feels like gpt 2/3 days, and now we know there wasn't any safety issue with gpt 2/3....
But does it play doom? /s
PS: I might need to do a doom benchmark, that’d be fun https://playground.jeffyclassify.com/#doom
Best I can do is p(doom)
Is that combination of tokens still relevant or did it leave the news cycle by now?
Tech people really are drug addicts. Rant about Zuck and Meta for 364 days a year and then jump over each other to be first in line the moment he shows something shiny.
Zuck is the good guy here. Damn
You don't know what is hiding in the model ...
By finding another way to siphon user data?
You trust anything he says?
US OPEN WEIGHT IS NOT DEAD THANKS ZUCK
Nemotron, Inkling, Gemma, Trinity Large, Snowflake Arctic were all released/updated in the last 6 months, and there are countless other smaller models out there. US open weight is very far from "dead", and certainly doesn't need Zuck as a savior.
Also IBM Granite has a small thinking model now (though it is slightly exasperating in use)
Is Google not gonna make another Gemma or something?
Even if they stopped, the Chinese model release hit an all-time high this summer so I think we're good.
Google doesn’t release big chungus models like this
great, I've been reading series of papers related to open source/open weight LLM Backdoors.
It's 100% possible, curious when will be the first incident.
Having something built by entity with HQ in the wester world is always a bit safer. That could be mistral, but they decided to be a consultancy company, not an ai lab.
Right. The US has famously never installed government-mandated backdoors in security-critical technology like Dual_EC_DRBG.
everyone is doing backdoors, except eu, they just receive bribes from those who install backdoors.
the only difference is: the backdoor is made to kill people like you or not. I'd rather have a backdoor that is installed to kill someone on the different continent, e.g Iran leadrship, not in my country/city.
This post could be framed with golden filigree, titled "The Most HN Comment Ever Written" and perhaps displayed near other artworks like a Juicero, Flock camera or Sam Altman's disinterred belongings.
Orange Site will have a properly interesting history museum, at the rate we collect curiosities like this.
Mistral just released Mistral Large 4?
and it's already not competitive from day 1
With Muse Spark Open it is.
Link to papers?
As an aside I really wish people would stop naming their new software projects “Spark” given how many things already use that name.
The sad thing is I think it's like Elara, it's just a favorite LLM name for things and there's likely not a human behind it.