Atlas / Track market changes

AI Market Atlas

by Pro Pluribus

Launches, retirements, renames and deals that change what a recommendation should say. Newest first.

  1. Deal
    Anthropic launches IPO roadshow — 825M shares at $70–78; Nasdaq: ANT.
  2. Renamed
    Claude Dashboards becomes Claude Data — Generally available, launched with Claude Sheets and Whiteboards (beta).
  3. Launch
    Claude Fable 5.2 and Mythos 5.2 — Upgrades from 5.1; Fable 5.2 becomes the Claude Code default.
  4. Launch
    Meta Muse Ember — Small, cheap Muse model on the Meta Model API.
  5. Deal
    Lovable acquires the Radish AI team — Agent infrastructure for businesses.
  6. Deal
    OpenAI raises $11B at $1.25T — First tranche of a new round (Reuters, citing Bloomberg).
  7. Launch
    OpenAI GPT-6 Cyber — Restricted to vetted Daybreak Red members.
  8. Deal
    Sierra acquires Anon — Browser and login infrastructure for agents.
  9. Launch
    Cursor Live Apps — Cloud agents build, host and publish web apps.
  10. Deal
    Character.ai bankruptcy sale process approved — Disney is the $20M stalking-horse bidder; auction 1 Dec.
  11. Deal
    Factory acquires HumanLayer — HumanLayer will be open-sourced.
  12. Deal
    Meta acquires AI coding startup Conductor — Parallel coding agents; its cloud service shuts 20 Nov. Not on the map.
  13. Launch
    Perplexity Teammates — Long-running personal agents for Max users.
  14. Launch
    Tencent Hy4 — Full release with computer use.
  15. Retired
    Kiro retires its desktop app and Classic CLI — CLI 3.0 makes the V3 harness the default.
  16. Deal
    Salesforce agrees to acquire Cresta — Voice-agent customer service platform for Agentforce.
  17. Retired
    Google announces Jules shutdown — Read-only from 11 Nov, closes 31 Dec 2026; capabilities move into Antigravity.
  18. Launch
    Mistral Large 4 open weights — 1T-parameter multimodal model, out of preview.
  19. Deal
    Cohere Series E first close — Up to C$7B at C$35.7B, led by Schwarz Group.
  20. Launch
    Gemini 4 Carbon (limited) — Tops the Artificial Analysis index; cyber defenders first.
  21. Launch
    GitHub Universe: Copilot app and Enterprise bundling — Agent-first Copilot app, Fusion model routing; Enterprise customers get Copilot without separate seats.
  22. Deal
    Cognition acquires Corridor — Security startup joins to build Devin Security.
  23. Deal
    ServiceNow and OpenAI expand partnership — ChatGPT plugin, Codex, a joint security product.
  24. Deal
    Anthropic expands GSA deal to state and local government — 40% off Claude for state, local and tribal governments.
  25. Launch
    Google DeepMind Genie 4 — Real-time world model with audio; trusted testers first.
  26. Deal
    Anthropic files its public S-1 — Nasdaq ticker ANT; $16.3B first-half revenue; listing expected mid-November.
  27. Deal
    NVIDIA puts $3B into Meta's $95B equity raise — Alongside a deeper Muse partnership.
  28. Launch
    Grok Bot places phone calls for users
  29. Deal
    DeepSeek raises about $15B — Led by Tencent and CATL; double its first target.
  30. Launch
    OpenAI's Decisions API widely available — Its answer to TypeSafe's Jev.
  31. Launch
    Claude Duet research preview — Anthropic's proactive agent app.
  32. Deal
    Legora raises $550M at $8.8B
  33. Deal
    Otter.ai takes $320M growth financing — Repayable, from General Catalyst's Customer Value Fund.
  34. Launch
    Reflection AI ships its first model, Beam — A 501B open-weight model; NVIDIA reportedly in talks to acquire.
  35. Retired
    Moltbook removed from the Atlas — No activity since Meta's March acqui-hire.
  36. Launch
    Meta releases Muse Spark Open — 816B open-weight model; missed in the October update.
  37. Deal
    Modal raises $750M at $15.75B — Agent sandboxes alone run at about $300M a year.
  38. Renamed
    Gemini Spark becomes Task mode inside the Gemini app
  39. Renamed
    Cursor plans fold into the X Subscription — Missed in the October update.
  40. Deal
    TypeSafe (Jev) raises $870M at $7.5B — Under a month after launch.
  41. Retired
    Google ends sales of Gemini Code Assist — Antigravity becomes its single coding product.
  42. Deal
    Harness acquires Augment Code's products and team — Now Harness Cosmos.
  43. Launch
    Claude Haiku 5.5 — A tenth of Haiku 4.5's price.
  44. Deal
    Moonshot (Kimi) valued at ~$50B — Hong Kong IPO targeted for Q1 2027.
  45. Renamed
    Zapier Agents becomes an "AI by Zapier" step
  46. Launch
    Gemini 4 Argon — Google's new flagship generation; broadly available 13 Oct.
  47. Launch
    OpenAI launches dots — Always-on personal agents; missed in the October update.
  48. Launch
    GPT-6.1 Sol at OpenAI DevDay — The planned GPT-6.1 Astra was cancelled after safety testing.
  49. Deal
    AMD to acquire World Labs for $8.2B — Missed in the October update.
  50. Launch
    Claude Sonnet 5.5
  51. Deal
    Instinct raises $1B at $10B
  52. Retired
    Gemini Gems to retire 17 Nov — They move to paid Gemini Skills.
  53. Launch
    Microsoft's unified Copilot app — Home, Code and Autopilot; Cowork inside.
  54. Retired
    Sora and Videos APIs shut down — OpenAI has no video product.
  55. Launch
    Claude Marketplace — 2,000+ plugins, connectors and partner agents.
  56. Launch
    Claude Opus 5.5; GPT-6 Sol and Luna — Two frontier launches on the same day.
  57. Launch
    Grok 4.7 — Also available in Cursor and GitHub Copilot.
  58. Renamed
    Claude chat and Cowork merge into one Claude — Plus Claude Docs and Slides.
  59. Launch
    TypeSafe AI launches Jev — A decision model that returns typed answers, not text.
  60. Retired
    Custom GPTs retirement announced — They retire 11 Dec and migrate to ChatGPT Plugins.
  61. Deal
    Cognition raises $2B+ at $48B — Devin maker; revenue near $900M.
  62. Launch
    Meta Muse personal agent — Consumer agent modeled on OpenClaw.
  63. Retired
    Grok Companions (3D avatars)
  64. Launch
    GPT-6 Astra — OpenAI's new flagship.
  65. Deal
    NVIDIA to acquire Hugging Face — $12.9B; expected to close in H1 2027.
  66. Launch
    Claude Fable 5.1 and Mythos 5.1
  67. Launch
    Instinct goes public — Invite-only personal agent; $2.5B valuation on launch day.
  68. Deal
    NVIDIA licenses Poolside's model factory — $6B license plus $1B investment at $12B.
  69. Deal
    Stripe to acquire OpenRouter — About $7.5B †.
  70. Deal
    SpaceX/xAI closes Cursor acquisition — $60B, all stock.
  71. Launch
    Grok Bot beta — Always-on agent teammates.
  72. Retired
    ChatGPT Atlas browser — Its browsing moved into ChatGPT and Codex.
  73. Deal
    Cognition acquires Poke — Texting-native personal agent.
  74. Launch
    Kimi K3 — The largest open-weight model.
  75. Renamed
    NotebookLM becomes Gemini Notebook
  76. Launch
    ChatGPT Work, Sites and Plugins — ChatGPT is reorganized into Chat, Work and Codex modes.
  77. Renamed
    xAI becomes SpaceXAI — The Grok brand is unchanged.
  78. Retired
    Gemini CLI (consumer tiers) — Replaced by Antigravity CLI.
  79. Launch
    Microsoft Copilot Cowork generally available — Built with Anthropic's Cowork.
  80. Renamed
    Windsurf becomes Devin Desktop — Cognition.
  81. Deal
    Anthropic raises $65B near a $1T valuation — Confidential IPO filing followed on 1 Jun.
  82. Retired
    Roo Code shuts down — Amazon Q Developer also closed to new signups (moving to Kiro).
  83. Retired
    Google Project Mariner — Folded into Gemini Agent.
  84. Renamed
    Mistral Le Chat becomes Mistral Vibe
  85. Deal
    Microsoft–OpenAI exclusivity ends — OpenAI models can now be sold on any cloud; they reached Amazon Bedrock in June.
  86. Deal
    China blocks Meta's purchase of Manus — The deal was unwound; Manus is independent again.
  87. Retired
    Sora app shut down — The API ends 24 Sep.
  88. Launch
    Claude Design
  89. Launch
    Meta Muse Spark; Claude Managed Agents — Meta's first closed model marks its shift away from open Llama.
  90. Deal
    Meta acquires Moltbook
  91. Deal
    OpenClaw creator joins OpenAI — The project moves to an independent foundation.

Taken off or renamed on the map

  1. Atlas
    Moltbook — No activity since Meta's March 2026 acqui-hire; it no longer shapes the market. Its history stays in the timeline.
  2. Atlas
    Augment Code — Not removed but renamed: Harness bought its products and team; the entry is now Harness Cosmos.
  3. Atlas
    Gemini 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.

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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