Atlas / Track market changes
AI Market Atlas
by Pro PluribusLaunches, retirements, renames and deals that change what a recommendation should say. Newest first.
- DealAnthropic launches IPO roadshow — 825M shares at $70–78; Nasdaq: ANT.
- RenamedClaude Dashboards becomes Claude Data — Generally available, launched with Claude Sheets and Whiteboards (beta).
- LaunchClaude Fable 5.2 and Mythos 5.2 — Upgrades from 5.1; Fable 5.2 becomes the Claude Code default.
- LaunchMeta Muse Ember — Small, cheap Muse model on the Meta Model API.
- DealLovable acquires the Radish AI team — Agent infrastructure for businesses.
- DealOpenAI raises $11B at $1.25T — First tranche of a new round (Reuters, citing Bloomberg).
- LaunchOpenAI GPT-6 Cyber — Restricted to vetted Daybreak Red members.
- DealSierra acquires Anon — Browser and login infrastructure for agents.
- LaunchCursor Live Apps — Cloud agents build, host and publish web apps.
- DealCharacter.ai bankruptcy sale process approved — Disney is the $20M stalking-horse bidder; auction 1 Dec.
- DealFactory acquires HumanLayer — HumanLayer will be open-sourced.
- DealMeta acquires AI coding startup Conductor — Parallel coding agents; its cloud service shuts 20 Nov. Not on the map.
- LaunchPerplexity Teammates — Long-running personal agents for Max users.
- LaunchTencent Hy4 — Full release with computer use.
- RetiredKiro retires its desktop app and Classic CLI — CLI 3.0 makes the V3 harness the default.
- DealSalesforce agrees to acquire Cresta — Voice-agent customer service platform for Agentforce.
- RetiredGoogle announces Jules shutdown — Read-only from 11 Nov, closes 31 Dec 2026; capabilities move into Antigravity.
- LaunchMistral Large 4 open weights — 1T-parameter multimodal model, out of preview.
- DealCohere Series E first close — Up to C$7B at C$35.7B, led by Schwarz Group.
- LaunchGemini 4 Carbon (limited) — Tops the Artificial Analysis index; cyber defenders first.
- LaunchGitHub Universe: Copilot app and Enterprise bundling — Agent-first Copilot app, Fusion model routing; Enterprise customers get Copilot without separate seats.
- DealCognition acquires Corridor — Security startup joins to build Devin Security.
- DealServiceNow and OpenAI expand partnership — ChatGPT plugin, Codex, a joint security product.
- DealAnthropic expands GSA deal to state and local government — 40% off Claude for state, local and tribal governments.
- LaunchGoogle DeepMind Genie 4 — Real-time world model with audio; trusted testers first.
- DealAnthropic files its public S-1 — Nasdaq ticker ANT; $16.3B first-half revenue; listing expected mid-November.
- DealNVIDIA puts $3B into Meta's $95B equity raise — Alongside a deeper Muse partnership.
- LaunchGrok Bot places phone calls for users
- DealDeepSeek raises about $15B — Led by Tencent and CATL; double its first target.
- LaunchOpenAI's Decisions API widely available — Its answer to TypeSafe's Jev.
- LaunchClaude Duet research preview — Anthropic's proactive agent app.
- DealLegora raises $550M at $8.8B
- DealOtter.ai takes $320M growth financing — Repayable, from General Catalyst's Customer Value Fund.
- LaunchReflection AI ships its first model, Beam — A 501B open-weight model; NVIDIA reportedly in talks to acquire.
- RetiredMoltbook removed from the Atlas — No activity since Meta's March acqui-hire.
- LaunchMeta releases Muse Spark Open — 816B open-weight model; missed in the October update.
- DealModal raises $750M at $15.75B — Agent sandboxes alone run at about $300M a year.
- RenamedGemini Spark becomes Task mode inside the Gemini app
- RenamedCursor plans fold into the X Subscription — Missed in the October update.
- DealTypeSafe (Jev) raises $870M at $7.5B — Under a month after launch.
- RetiredGoogle ends sales of Gemini Code Assist — Antigravity becomes its single coding product.
- DealHarness acquires Augment Code's products and team — Now Harness Cosmos.
- LaunchClaude Haiku 5.5 — A tenth of Haiku 4.5's price.
- DealMoonshot (Kimi) valued at ~$50B — Hong Kong IPO targeted for Q1 2027.
- RenamedZapier Agents becomes an "AI by Zapier" step
- LaunchGemini 4 Argon — Google's new flagship generation; broadly available 13 Oct.
- LaunchOpenAI launches dots — Always-on personal agents; missed in the October update.
- LaunchGPT-6.1 Sol at OpenAI DevDay — The planned GPT-6.1 Astra was cancelled after safety testing.
- DealAMD to acquire World Labs for $8.2B — Missed in the October update.
- LaunchClaude Sonnet 5.5
- DealInstinct raises $1B at $10B
- RetiredGemini Gems to retire 17 Nov — They move to paid Gemini Skills.
- LaunchMicrosoft's unified Copilot app — Home, Code and Autopilot; Cowork inside.
- RetiredSora and Videos APIs shut down — OpenAI has no video product.
- LaunchClaude Marketplace — 2,000+ plugins, connectors and partner agents.
- LaunchClaude Opus 5.5; GPT-6 Sol and Luna — Two frontier launches on the same day.
- LaunchGrok 4.7 — Also available in Cursor and GitHub Copilot.
- RenamedClaude chat and Cowork merge into one Claude — Plus Claude Docs and Slides.
- LaunchTypeSafe AI launches Jev — A decision model that returns typed answers, not text.
- RetiredCustom GPTs retirement announced — They retire 11 Dec and migrate to ChatGPT Plugins.
- DealCognition raises $2B+ at $48B — Devin maker; revenue near $900M.
- LaunchMeta Muse personal agent — Consumer agent modeled on OpenClaw.
- RetiredGrok Companions (3D avatars)
- LaunchGPT-6 Astra — OpenAI's new flagship.
- DealNVIDIA to acquire Hugging Face — $12.9B; expected to close in H1 2027.
- LaunchClaude Fable 5.1 and Mythos 5.1
- LaunchInstinct goes public — Invite-only personal agent; $2.5B valuation on launch day.
- DealNVIDIA licenses Poolside's model factory — $6B license plus $1B investment at $12B.
- DealStripe to acquire OpenRouter — About $7.5B †.
- DealSpaceX/xAI closes Cursor acquisition — $60B, all stock.
- LaunchGrok Bot beta — Always-on agent teammates.
- RetiredChatGPT Atlas browser — Its browsing moved into ChatGPT and Codex.
- DealCognition acquires Poke — Texting-native personal agent.
- LaunchKimi K3 — The largest open-weight model.
- RenamedNotebookLM becomes Gemini Notebook
- LaunchChatGPT Work, Sites and Plugins — ChatGPT is reorganized into Chat, Work and Codex modes.
- RenamedxAI becomes SpaceXAI — The Grok brand is unchanged.
- RetiredGemini CLI (consumer tiers) — Replaced by Antigravity CLI.
- LaunchMicrosoft Copilot Cowork generally available — Built with Anthropic's Cowork.
- RenamedWindsurf becomes Devin Desktop — Cognition.
- DealAnthropic raises $65B near a $1T valuation — Confidential IPO filing followed on 1 Jun.
- RetiredRoo Code shuts down — Amazon Q Developer also closed to new signups (moving to Kiro).
- RetiredGoogle Project Mariner — Folded into Gemini Agent.
- RenamedMistral Le Chat becomes Mistral Vibe
- DealMicrosoft–OpenAI exclusivity ends — OpenAI models can now be sold on any cloud; they reached Amazon Bedrock in June.
- DealChina blocks Meta's purchase of Manus — The deal was unwound; Manus is independent again.
- RetiredSora app shut down — The API ends 24 Sep.
- LaunchClaude Design
- LaunchMeta Muse Spark; Claude Managed Agents — Meta's first closed model marks its shift away from open Llama.
- DealMeta acquires Moltbook
- DealOpenClaw creator joins OpenAI — The project moves to an independent foundation.
Taken off or renamed on the map
- AtlasMoltbook — No activity since Meta's March 2026 acqui-hire; it no longer shapes the market. Its history stays in the timeline.
- AtlasAugment Code — Not removed but renamed: Harness bought its products and team; the entry is now Harness Cosmos.
- AtlasGemini Spark — Not removed but renamed: Google folded it into the Gemini app as Task mode.
This map is a by-product of the work. Keeping track of what each of these actually does, and which ones are worth your time, is part of how I advise founder-led companies on AI. If you want that applied to your business, the first conversation is free.
Book a 30-minute conversation →Compiled from public sources by Pro Pluribus; updated 10 Nov 2026. General information, not advice. Company names and logos belong to their owners and are used to identify them, without affiliation or endorsement. Terms