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Frontier AI model releases, by lab

A dated record of the frontier AI models ten labs have made public since ChatGPT: anyone could use them on the date given, public previews and betas included. Partner-only and announced-only models are left out. A lab’s top two tiers count, as does any tier sold above them; the smallest of three or more never does. Which plans and apps each new model reached, and when, is in The Access Gap.

The strip and the list are the record. The chart at the foot of the page is the argument this publication makes from it, drawn by hand and labelled that way.

  • Data through 30 October 2026
  • 175 releases
  • 10 labs
  • since November 2022

01 · The strip

When each lab shipped

Ten labs shipped 75 frontier releases in the year to October 2026, up from 53

  1. OpenAI 23 GPT-6.1 Terra26 Oct 2026
  2. Anthropic 21 Claude Sonnet 5.528 Sep 2026
  3. Google 19 Gemini 4 Argon (GA)13 Oct 2026
  4. DeepSeek 19 DeepSeek-V4.1-Flash-101717 Oct 2026
  5. Meta 11 Muse Spark Open15 Oct 2026
  6. xAI 14 Grok 4.721 Sep 2026
  7. Mistral 17 Mistral Large 4 (open weights)29 Oct 2026
  8. Alibaba 27 Qwen3.8-Max-09022 Sep 2026
  9. Moonshot 9 Kimi K3.1 Pro24 Oct 2026
  10. Zhipu 15 GLM-5.3-Flash26 Aug 2026

Each dot is one release at its date; the larger dots are landmark releases. The number beside a lab counts its frontier releases. Its name opens the lab’s profile, with a longer log of what it has shipped.

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02 · The list

208 tracked

Every release, with what changed

Dates are to the month, checked in June and August 2026. The 100 rows with an exact day were each checked at the lab’s own page and link to it, and every lab’s release log has been read through 30 October 2026. Eight rows rest on press reports and say so.

Download the full list: CSV JSON free to reuse with credit (CC BY 4.0)

AI model releases by lab, newest first. Frontier releases are the ones plotted on the chart.
When Lab Model What changed
2026
29 Oct 2026 Mistral Mistral Large 4 (open weights) Improved Mistral Large 4 after three more weeks of reinforcement learning, released as open weights under the Mistral Ecosystem Open-Weight licence; list price set at $0.70 in and $2.10 out Lab’s announcement
26 Oct 2026 OpenAI GPT-6.1 Terra Fast, efficient model for visual reasoning, computer use and writing, released in the API; rollout to ChatGPT Work and Codex for Plus and higher plans began the same day Lab’s announcement
24 Oct 2026 Moonshot Kimi K3.1 Pro Post-trained version of Kimi K3 with a 1M-token context, live on Kimi.com, Kimi Work, Kimi Code and the Kimi API on the day; open weights promised by 4 Nov Lab’s announcement
17 Oct 2026 DeepSeek DeepSeek-V4.1-Flash-1017 Re-post-trained V4.1-Flash checkpoint, live on the web, app and API and billed at the Flash price, with open weights Lab’s announcement
15 Oct 2026 Meta Muse Spark Open 816B-parameter (42B active) open-weight model on Muse Spark 1.3’s base, under the Muse Model License, with limited commercial terms Lab’s announcement
13 Oct 2026 Google Gemini 4 Argon (GA) Generally available on the paid Gemini API and to Google AI Pro and Ultra subscribers in the Gemini app, after the restricted start on 30 Sep Lab’s announcement
12 Oct 2026 Meta Muse Wonder / Muse Wonder Full First Muse Wonder models: Muse Wonder on the Meta Model API at $4 in and $20 out and in Muse Code; Muse Wonder Full for Muse Code subscribers only Lab’s announcement
7 Oct 2026 Anthropic Claude Haiku 5.5not on the chart Fast tier refresh, tuned for high-volume and latency-sensitive work Lab’s announcement
6 Oct 2026 Mistral Mistral Large 4 Flagship in public preview on the API from 6 Oct; an improved checkpoint followed as open weights on 29 Oct Lab’s announcement
30 Sep 2026 Google Gemini 4 Argonnot on the chart Restricted at launch: trusted cyber defenders through Fairwind, plus early testers; generally available from 13 Oct (its own row) Lab’s announcement
29 Sep 2026 OpenAI GPT-6.1 Sol Lower-cost professional and agentic model released in the API; rollout to ChatGPT Work and Codex began the same day Lab’s announcement
28 Sep 2026 Anthropic Claude Sonnet 5.5 Mid-tier model at $2 in and $10 out, on every platform from launch Lab’s announcement
22 Sep 2026 OpenAI GPT-6 Sol / Luna Two GPT-6 models released together Lab’s announcement
22 Sep 2026 Anthropic Claude Opus 5.5 Available on every platform from launch Lab’s announcement
21 Sep 2026 xAI Grok 4.7 Released to the API, Cursor and Grok Build Lab’s announcement
10 Sep 2026 DeepSeek DeepSeek-V4.1-Flash First model of a new architecture family, on the API Lab’s announcement
4 Sep 2026 OpenAI GPT-6 Astra First GPT-6 model; wide availability a day after a limited start Lab’s announcement
2 Sep 2026 Alibaba Qwen3.8-Max-0902 Upgraded snapshot of Qwen3.8-Max on the international and global API, aimed at long-horizon coding and multi-tool agent work; same price as Qwen3.8-Max Lab’s announcement
2 Sep 2026 Google Gemini 3.8 Flash Flash tier, generally available from launch Lab’s announcement
2 Sep 2026 Meta Muse Spark 1.3 In Muse Code and the Meta Model API (labelled public preview) from launch Lab’s announcement
1 Sep 2026 Anthropic Claude Mythos 5.1not on the chart Restricted sibling of Fable 5.1 for vetted cyberdefence and life-science organisations Lab’s announcement
1 Sep 2026 Anthropic Claude Fable 5.1 Generally available; its sibling Mythos 5.1 stayed partner-only Lab’s announcement
26 Aug 2026 Alibaba Qwen3.8-Flashnot on the chart Fast, low-cost Qwen3.8 model on the international and global API; the smallest of Alibaba’s three tiers Lab’s announcement
26 Aug 2026 Zhipu GLM-5.3-Flash First natively multimodal GLM-5 model (320B, 18B active) at about a tenth of GLM-5.2’s price; Z.ai’s second tier beside GLM-5.3, open weights under MIT Lab’s announcement
18 Aug 2026 Zhipu GLM-5.3 Successor to GLM-5.2: to GLM Coding Plan subscribers on 14 Aug, on the API from 18 Aug Lab’s announcement
13 Aug 2026 Google Gemini 3.7 Flash Flash tier, generally available from launch Lab’s announcement
13 Aug 2026 DeepSeek DeepSeek-V4-Pro (GA) General release of the V4-Pro that first shipped in April Lab’s announcement
12 Aug 2026 xAI Grok 4.6 Released in Cursor, Grok Build and the API, and through partners including OpenRouter, Vercel and Cloudflare Lab’s announcement
10 Aug 2026 Meta Muse Glimmernot on the chart 30B open-weight agent model under Apache 2.0 Lab’s announcement
5 Aug 2026 Meta Muse Spark 1.2 Opened to all developers through the Meta Model API (labelled public preview) and OpenRouter Lab’s announcement
3 Aug 2026 Alibaba Qwen3.8-Max Max tier, released through the API; open weights of a text-only version followed Lab’s announcement
31 Jul 2026 DeepSeek DeepSeek-V4-Flash Public beta of the Flash tier, re-trained from the April preview on the same architecture Lab’s announcement
24 Jul 2026 Anthropic Claude Opus 5 Opus-line generational: near-Fable-5 intelligence at half the price Lab’s announcement
21 Jul 2026 Google Gemini 3.6 Flash Flash-tier refresh; Flash-Lite adds built-in computer use. No Pro-tier model shipped this cycle Lab’s announcement
19 Jul 2026 Alibaba Qwen3.8-Max Previewnot on the chart 2.4T-parameter multimodal preview, only inside Alibaba’s coding and agent subscriptions (Token Plan, Qoder, QoderWork), not on the API; Qwen3.8-Max carries the dot Lab’s announcement
16 Jul 2026 Moonshot Kimi K3 2.8T-parameter MoE with 1M context; the largest open-weight release to date, under a bespoke licence Lab’s announcement
9 Jul 2026 OpenAI GPT-5.6 (Sol / Terra / Luna) Three price-performance tiers, GA across ChatGPT, Codex and the API Lab’s announcement
9 Jul 2026 Meta Muse Spark 1.1 Multimodal reasoning for agentic work; 1M context; Meta Model API preview Lab’s announcement
8 Jul 2026 xAI Grok 4.5 Described by Musk as an Opus-class model; trained partly on real coding-session data Lab’s announcement
Jul 2026 Mistral Robostral Navigatenot on the chart First embodied-navigation model
Jul 2026 Meta Muse Imagenot on the chart First image model out of Meta Superintelligence Labs
Jul 2026 Mistral Leanstral 1.5not on the chart Formal proof and verified coding
30 Jun 2026 Anthropic Claude Sonnet 5 Sonnet-line generational: close to Opus 4.8 at a fraction of the price Lab’s announcement
Jun 2026 Mistral Mistral OCR 4not on the chart Document intelligence
Jun 2026 Zhipu GLM-5.2 753B-parameter MoE under an MIT licence, 1M context
Jun 2026 Anthropic Claude Fable 5 First generally available Mythos-class model, with safety classifiers; 1M context. Mythos 5, the same model without them, stayed partner-only
Jun 2026 Alibaba Qwen3.7-Plus Vision plus deep reasoning with tool invocation Dated from press reports
May 2026 Anthropic Claude Opus 4.8 Flagship of the 4.x line
19 May 2026 Google Gemini 3.5 Flash I/O launch: available to everyone in the Gemini app and AI Mode, and generally available in the Gemini API. Gemini 3.5 Pro was announced for the next month and never shipped Lab’s announcement
May 2026 Alibaba Qwen3.7-Max Proprietary max tier Dated from press reports
5 May 2026 OpenAI GPT-5.5 Instant ChatGPT’s new default for everyone, the tier just below GPT-5.5 Thinking; on the API as chat-latest Lab’s announcement
28 Apr 2026 Mistral Mistral Medium 3.5 Mid tier, powering remote coding agents; on the API from 28 Apr, launch post 22 May Lab’s announcement
Apr 2026 OpenAI GPT-5.5 Flagship system of the 5.5 line
Apr 2026 DeepSeek DeepSeek-V4 (Pro/Flash) Million-token context preview
20 Apr 2026 Moonshot Kimi K2.6 Agentic coding, general availability Lab’s announcement
Apr 2026 Anthropic Claude Opus 4.7 Long-horizon agentic coding
Apr 2026 xAI Grok 4.3 Beta Latest beta
14 Apr 2026 Alibaba Qwen3.6-Max-Preview Preview of the largest and most capable Qwen3.6 model, text only, on the international API Lab’s announcement
8 Apr 2026 Meta Muse Spark First closed-weight Meta frontier model, free in the Meta AI app and on meta.ai from launch, US first; the API was a private preview Lab’s announcement
7 Apr 2026 Zhipu GLM-5.1 Next-generation flagship for agentic engineering, open weights under MIT and on the API Lab’s announcement
Apr 2026 Anthropic Claude Mythos Previewnot on the chart First Mythos-class model, a tier above Opus. Never generally released: critical-infrastructure partners only
1 Apr 2026 Alibaba Qwen3.6-Plus Plus tier of the Qwen3.6 vision-language series, on the international and global API; Qwen3.6-Flash and two small open models followed Lab’s announcement
Mar 2026 OpenAI GPT-5.4 Point release
Mar 2026 Mistral Mistral Small 4not on the chart Small tier refresh
17 Mar 2026 OpenAI GPT-5.4 mininot on the chart GPT-5.4’s mini, at $0.75 in and $4.50 out, released to the API with GPT-5.4 nano; third that day, below GPT-5.4 and GPT-5.3 Instant Lab’s announcement
15 Mar 2026 Zhipu GLM-5-Turbo Agent-tuned base model priced above GLM-5, on the general API Lab’s announcement
3 Mar 2026 OpenAI GPT-5.3 Instant ChatGPT’s new default for everyone, the tier just below Thinking; on the API as gpt-5.3-chat-latest Lab’s announcement
17 Feb 2026 Anthropic Claude Sonnet 4.6 Balanced tier upgrade; the default for Free and Pro on claude.ai, and on the API, from launch Lab’s announcement
Feb 2026 Google Gemini 3.1 Pro Preview update
Feb 2026 xAI Grok 4.2 Beta Beta release
Feb 2026 Alibaba Qwen3.5 397B mixture-of-experts flagship
Feb 2026 Zhipu GLM-5 744B MoE, first post-IPO flagship
Feb 2026 OpenAI GPT-5.3-Codex Coding-focused Codex variant
Feb 2026 Anthropic Claude Opus 4.6 Agent-team orchestration
27 Jan 2026 Moonshot Kimi K2.5 Multimodal update, on Kimi.com, the app, the API and Kimi Code from launch Lab’s announcement
23 Jan 2026 Alibaba Qwen3-Max-Thinking Max-tier reasoning model (qwen3-max-2026-01-23) in Qwen Chat and the paid API Lab’s announcement
2025
Dec 2025 OpenAI GPT-5.2 Point release
17 Dec 2025 Google Gemini 3 Flash New app default tier, rolled out to everyone at launch Lab’s announcement
22 Dec 2025 Zhipu GLM-4.7 Year-end flagship Lab’s announcement
1 Dec 2025 DeepSeek DeepSeek-V3.2 Plus a Speciale variant Lab’s announcement
2 Dec 2025 Mistral Mistral Large 3 Mixture-of-experts flagship, open weights and on the API from launch Lab’s announcement
Nov 2025 Anthropic Claude Opus 4.5 Flagship reasoning, frontier coding
19 Nov 2025 xAI Grok 4.1 Fast Fast tier of Grok 4.1 for agentic tool use, on the API Lab’s announcement
Nov 2025 OpenAI GPT-5.1 Iterative quality and steerability upgrade
Nov 2025 Google Gemini 3 Pro Flagship launch, frontier reasoning
Nov 2025 xAI Grok 4.1 Broad rollout upgrade
Nov 2025 Moonshot Kimi K2 Thinking Open reasoning and agentic model
3 Nov 2025 Alibaba Qwen3-Max-Thinking Preview Early preview of Qwen3-Max-Thinking, an intermediate checkpoint, in Qwen Chat and the API Lab’s announcement
Oct 2025 Anthropic Claude Haiku 4.5not on the chart Fast tier refresh
30 Sep 2025 Zhipu GLM-4.6 Coding and agent upgrade
29 Sep 2025 Anthropic Claude Sonnet 4.5 Best agent value tier
29 Sep 2025 DeepSeek DeepSeek-V3.2-Exp Sparse-attention experiment, the default model on the app, web and API from launch Lab’s announcement
Sep 2025 Alibaba Qwen3-Max Proprietary max tier of the Qwen3 family
22 Sep 2025 DeepSeek DeepSeek-V3.1-Terminus Final V3.1 update, on the app, web and API and as open weights Lab’s announcement
19 Sep 2025 xAI Grok 4 Fast Cost-efficient reasoning model at $0.20 in and $0.50 out, for all users including free and on the API; xAI’s second tier beside Grok 4 Lab’s announcement
17 Sep 2025 Mistral Magistral Medium 1.2 Multimodal update of the Medium-tier reasoning model, on the API Lab’s announcement
11 Sep 2025 Alibaba Qwen3-Next Ultra-sparse MoE architecture (80B, 3B active), open weights and on the API priced just above Plus Lab’s announcement
Sep 2025 Moonshot Kimi K2 Instruct 0905 Longer context, stronger coding: a new K2 checkpoint, open weights and on the API
5 Sep 2025 Alibaba Qwen3-Max-Preview Preview of the trillion-parameter Max model in Qwen Chat and the paid API; the general release is its own row Lab’s announcement
Aug 2025 Google Nano Banana (2.5 Flash Image)not on the chart Viral image generation and editing
Aug 2025 DeepSeek DeepSeek-V3.1 Hybrid reasoning update
Aug 2025 Zhipu GLM-4.5Vnot on the chart Vision-language model
12 Aug 2025 Mistral Mistral Medium 3.1 Medium-tier update on the API, improving tone and performance Lab’s announcement
Aug 2025 OpenAI GPT-5 Unified system routing across model tiers
Aug 2025 Anthropic Claude Opus 4.1 Coding and agent capability upgrade
25 Jul 2025 Alibaba Qwen3-235B-A22B-Thinking-2507 Named update of the open flagship (thinking), open weights and on the API Lab’s announcement
24 Jul 2025 Mistral Magistral Medium 1.1 Update of the Medium-tier reasoning model, on the API Lab’s announcement
21 Jul 2025 Alibaba Qwen3-235B-A22B-Instruct-2507 Named update of the open flagship (non-thinking), on the API between the Plus and Max prices Lab’s announcement
Jul 2025 xAI Grok 4 Reasoning flagship, benchmark leader
Jul 2025 Moonshot Kimi K2 Trillion-parameter MoE, open-sourced
28 Jul 2025 Zhipu GLM-4.5 Open agentic flagship, released with GLM-4.5-Air on the API and as open weights Lab’s announcement
10 Jun 2025 Mistral Magistral First reasoning models: Magistral Medium in public preview on the API and Le Chat, Magistral Small as open weights Lab’s announcement
May 2025 DeepSeek DeepSeek-R1-0528 Major R1 upgrade
May 2025 Anthropic Claude Opus 4 / Sonnet 4 Claude 4 generation, stronger agents
7 May 2025 Mistral Mistral Medium 3 Mid-tier flagship, on the API from launch Lab’s announcement
6 May 2025 Google Gemini 2.5 Pro (I/O edition) Updated Gemini 2.5 Pro preview, released under its own name with its own post Lab’s announcement
Apr 2025 Alibaba Qwen3 Apache 2.0 family with hybrid thinking
Apr 2025 OpenAI o3 / o4-mini Full reasoning lineup with tool use
Apr 2025 OpenAI GPT-4.1 API-first coding and instruction model
17 Apr 2025 Google Gemini 2.5 Flash Fast reasoning tier, in public preview in the Gemini API, AI Studio, Vertex AI and the Gemini app from 17 Apr; GA in June Lab’s announcement
14 Apr 2025 Zhipu GLM-4-Air-250414 New Air-tier base and reasoning models (GLM-Z1-Air) on the API, with 32B open weights Lab’s announcement
Apr 2025 Meta Llama 4 (Scout/Maverick) Mixture-of-experts, multimodal
Mar 2025 Google Gemini 2.5 Pro Thinking model, top of leaderboards
24 Mar 2025 DeepSeek DeepSeek-V3-0324 Named V3 checkpoint behind deepseek-chat, open weights under MIT Lab’s announcement
17 Mar 2025 Mistral Mistral Small 3.1 Open multimodal Small update; Mistral’s second tier while no Medium was on sale Lab’s announcement
5 Mar 2025 Alibaba QwQ-Plus Reasoning model on the API priced between Plus and Max, with QwQ-32B as open weights Lab’s announcement
24 Feb 2025 Alibaba QwQ-Max-Preview Max-tier reasoning preview, free in Qwen Chat as “Thinking (QwQ)” Lab’s announcement
Feb 2025 Anthropic Claude Codenot on the chart Agentic coding tool in the terminal
Feb 2025 OpenAI GPT-4.5 "Orion": a large non-reasoning research preview
Feb 2025 Anthropic Claude 3.7 Sonnet First hybrid reasoning model
Feb 2025 xAI Grok-3 Colossus-trained flagship
5 Feb 2025 Google Gemini 2.0 Pro Experimental public preview in AI Studio and Vertex AI, and in Gemini Advanced Lab’s announcement
30 Jan 2025 Mistral Mistral Small 3 Efficient open model; Mistral’s second tier while no Medium was on sale Lab’s announcement
28 Jan 2025 Alibaba Qwen2.5-Max Large MoE flagship, on the API and Qwen Chat from launch Lab’s announcement
25 Jan 2025 Moonshot Kimi K1.5 Reasoning model matching o1, on the global Kimi web from 25 Jan; the API was by application Lab’s announcement
Jan 2025 DeepSeek DeepSeek-R1 Open reasoning model that set off a global market shock
Jan 2025 OpenAI o3-mininot on the chart Efficient reasoning at lower cost
2024
19 Dec 2024 Google Gemini 2.0 Flash Thinking Experimental Flash-tier reasoning model, in public preview in AI Studio and the API Lab’s announcement
Dec 2024 Google Gemini 2.0 Flash Agentic-era multimodal default
Dec 2024 DeepSeek DeepSeek-V3 671B MoE trained at remarkably low cost
10 Dec 2024 DeepSeek DeepSeek-V2.5-1210 Named final V2.5 checkpoint, on the web and API and as open weights Lab’s announcement
Dec 2024 OpenAI o1 Full release of the o1 reasoning model
Dec 2024 Meta Llama 3.3 70B efficiency update, the tier just below the 405B flagship
20 Nov 2024 DeepSeek DeepSeek-R1-Lite-Preview First DeepSeek reasoning model, free on chat.deepseek.com; no API or weights yet Lab’s announcement
18 Nov 2024 Mistral Mistral Large 2.1 Upgraded Large 2 on the API and Le Chat, open weights under the Mistral Research License Lab’s announcement
Nov 2024 Alibaba QwQ-32Bnot on the chart Open reasoning model
4 Nov 2024 xAI grok-beta xAI’s API public beta opened with “a preview of a new Grok model” Lab’s announcement
Oct 2024 Anthropic Claude 3.5 Sonnet (upgraded) Upgraded Sonnet, shipped with computer use in beta
Oct 2024 Anthropic Claude 3.5 Haikunot on the chart Fast, low-cost tier refresh
Sep 2024 Meta Llama 3.2not on the chart First multimodal Llama
Sep 2024 Alibaba Qwen2.5 Broad size lineup, widely fine-tuned
Sep 2024 OpenAI o1-preview First inference-time reasoning model
Sep 2024 Mistral Pixtralnot on the chart First multimodal model
5 Sep 2024 DeepSeek DeepSeek-V2.5 Merged the chat and coder models; on the web and API and as open weights Lab’s announcement
Aug 2024 Zhipu GLM-4-Plus Upgraded flagship Dated from press reports
Aug 2024 xAI Grok-2 Added image generation
Jul 2024 Meta Llama 3.1 First open model at frontier scale
Jul 2024 Mistral Mistral Large 2 123B-parameter flagship
28 Jun 2024 DeepSeek DeepSeek-V2-0628 Named V2 checkpoint behind deepseek-chat from 28 Jun, released as open weights (DeepSeek-V2-Chat-0628) on 18 Jul Lab’s announcement
Jun 2024 Anthropic Claude 3.5 Sonnet Major coding leap, Artifacts launch
Jun 2024 DeepSeek DeepSeek-Coder-V2not on the chart Strong open coding model
Jun 2024 Alibaba Qwen2 Second generation: open weights up to 72B, the 72B served on Alibaba’s API at the Plus price
Jun 2024 Zhipu GLM-4-Air The tier below GLM-4, close to its quality at lower cost, on the API
May 2024 Mistral Codestral 22Bnot on the chart Dedicated code model
May 2024 Alibaba Tongyi Qianwen 2.5 (Qwen-Max-0428) Flagship update behind Tongyi Qianwen 2.5, on the API and the Tongyi apps
May 2024 OpenAI GPT-4o Omni real-time text, vision and audio
14 May 2024 Google Gemini 1.5 Flash Fast, lightweight tier, in public preview from launch Lab’s announcement
May 2024 DeepSeek DeepSeek-V2 Cheap MoE that triggered China’s price war
25 Apr 2024 Alibaba Qwen1.5-110B Largest Qwen1.5 model, open weights and on the API above the Plus price Lab’s announcement
Apr 2024 Meta Llama 3 8B and 70B open models
Apr 2024 Mistral Mixtral 8x22Bnot on the chart Larger open MoE
9 Apr 2024 Google Gemini 1.5 Pro Million-token context, MoE architecture; a waitlisted preview from 15 Feb, public preview in the Gemini API from 9 Apr Lab’s announcement
Apr 2024 xAI Grok-1.5 Longer context and reasoning; announced 28 Mar for early testers and existing Grok users on X “in the coming days” Dated from press reports
Mar 2024 Anthropic Claude 3 (Opus/Sonnet/Haiku) Three-tier family, first multimodal Claude
Feb 2024 Mistral Mistral Large First proprietary flagship
8 Feb 2024 Google Gemini Ultra 1.0 Google’s largest model, public in the paid Gemini Advanced plan as Bard became Gemini; announced in December, gated until then Lab’s announcement
4 Feb 2024 Alibaba Qwen1.5 Open family up to 72B, on DashScope and together.ai Lab’s announcement
16 Jan 2024 Zhipu GLM-4 Flagship generation Lab’s announcement
Jan 2024 Mistral Mistral Medium La Plateforme’s flagship endpoint: announced 11 Dec 2023 behind a waitlist, open to anyone who subscribed by 20 Jan 2024
2023
Dec 2023 Mistral Mixtral 8x7B Open mixture-of-experts breakthrough
Dec 2023 Alibaba Tongyi Qianwen 2.1 Flagship update (qwen-max-1201) on the API
Dec 2023 Google Gemini 1.0 Gemini Pro in Bard and Nano on Pixel; Ultra followed in February
Dec 2023 xAI Grok-1 First Grok, launched inside X: a US waitlist from 3 Nov, open to all US Premium+ subscribers in December Dated from press reports
30 Nov 2023 Alibaba Qwen-72B Largest open Qwen model of its generation, open weights and on Alibaba’s API Lab’s announcement
Nov 2023 DeepSeek DeepSeek LLM 67B base and chat models
Nov 2023 OpenAI GPT-4 Turbo Cheaper, faster, longer context
Nov 2023 Anthropic Claude 2.1 Doubled context, fewer refusals
Nov 2023 Moonshot Kimi (chatbot) Long-context assistant: a closed beta from October, open to the public in November Dated from press reports
Nov 2023 DeepSeek DeepSeek Codernot on the chart First model, code-specialised
31 Oct 2023 Alibaba Tongyi Qianwen 2.0 Second-generation flagship, public in China on the website and apps and through the API Lab’s announcement
Oct 2023 Zhipu ChatGLM3 Third generation: a larger ChatGLM3 on the public chatglm.cn, and ChatGLM3-6B as open weights Dated from press reports
Sep 2023 Mistral Mistral 7B First model, punched far above its size
Sep 2023 Alibaba Qwen (Tongyi Qianwen) First public release: the flagship opened to the public on its website and to businesses through the API
Aug 2023 Meta Code Llamanot on the chart Code-specialised variant
Aug 2023 Zhipu ChatGLM (chatglm.cn) The larger ChatGLM flagship opened to the public on chatglm.cn after a closed beta since March Dated from press reports
Jul 2023 Anthropic Claude 2 First public release, long context: claude.ai open to anyone in the US and UK
Jul 2023 Meta Llama 2 First commercial open license
10 May 2023 Google PaLM 2 (Bard) Bard moved to PaLM 2 and opened to everyone in more than 180 countries, its waitlist removed Lab’s announcement
Mar 2023 OpenAI GPT-4 Multimodal flagship, large capability jump
Mar 2023 Anthropic Claude 1 First Claude, Constitutional AI approach; the API was by request, the free Claude app for Slack open to any team from 30 Mar
Mar 2023 Zhipu ChatGLM-6Bnot on the chart First open GLM chat model
Feb 2023 Meta LLaMA 1not on the chart Research weights that leaked and seeded the open scene
2022
Nov 2022 OpenAI text-davinci-003 OpenAI’s most capable model on its API, released two days before ChatGPT
Nov 2022 OpenAI ChatGPT Consumer chatbot; the fastest app to reach 100M users
Mar 2022 OpenAI GPT-3.5not on the chart InstructGPT-tuned for following instructions
2020
Jun 2020 OpenAI GPT-3not on the chart 175B-parameter model behind a public API
2019
Feb 2019 OpenAI GPT-2not on the chart Staged release over 2019 on safety concerns
2018
Jun 2018 OpenAI GPT-1not on the chart First generative pretrained transformer

03 · Chart No. 1

the argument, drawn by hand

The argument, drawn on the same dates

2023202420252026 ChatGPTGPT-4GPT-4oGPT-5Mistral Large 4 (open weights) ARCHITECTURE the substrate · compounds OUTPUT per model · commoditises CROSSOVER the durability thesis DURABLE VALUE-CAPTURE the margin a release keeps · not raw capability TIME · FRONTIER MODEL RELEASES

Each dot is a release from the list above, at its real date. Its height is not a measurement. Every dot sits on the grey curve, and both curves are this publication’s argument, drawn by hand.

The grey curve is how much of its margin a newly released model keeps: it peaks with GPT-4 and falls as each new model is matched and priced down. The gold curve is the value of what the models run on and plug into, which rises as they get cheaper. The crossing is a trend in the drawing, with no date attached.

The case is made in The Model Is Not the Moat, The Forest Floor Is the Product and The Five Laws of Durable Systems.

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