Vendor Strategy
Strength: High
Conf: 92%
Meta Muse Spark: Open Source to Proprietary Pivot
Summary
Meta launches first proprietary model Muse Spark, led by former Scale AI CEO Alexandr Wang, replacing Llama as strategic core. Stock rose 6.5% on release; tech stack rebuilt in 9 months after Llama 4 underperformed; 2025 capex exceeded $72B.
Why It Matters
Open-source strategy fails; top vendors pivot to proprietary + scenario competition....
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