Atlas / Track market changes
AI Market Atlas
by Pro PluribusLaunches, retirements, renames and deals that change what a recommendation should say. Newest first.
- 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.
- DealModal raises $750M at $15.75B — Agent sandboxes alone run at about $300M a year.
- RenamedGemini Spark becomes Task mode inside the Gemini app
- 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.
- LaunchGPT-6.1 Sol at OpenAI DevDay — The planned GPT-6.1 Astra was cancelled after safety testing.
- 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.
Compiled from public sources by Pro Pluribus; updated 16 Oct 2026. General information, not advice. Company names and logos belong to their owners and are used to identify them, without affiliation or endorsement. Terms