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Meta Launches Muse Wonder Series AI Models

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.MUSE WONDER:Metaintroduced the Muse Wonder series with Muse Wonder and Muse Wonder Full, its "most capable models that deliver state-of-the-art performance on personal and professional agentic tasks," according to the company. "Muse Wonder brings together Active Memory and Active Focus to keep track of what matters to you and work diligently towards what you want to accomplish. Muse Wonder is available today through the Meta Model API and Muse Code, and Muse Wonder Full is available today for Muse Code subscribers. Muse Wonder will soon power experiences in Muse, and will roll out first to subscribers. Muse Wonder will also power artifact generation and processes that require more intelligence. And in the future, we'll be using Muse Wonder to develop specialized models that we can bring to everyone using Muse."Mark Zuckerberg says Meta has caught up with rivals at the "frontier" of AI, committing to further vast spending to challenge Anthropic and OpenAI and rejecting calls to slow down development of the powerful technology, Financial Times' Hannah Murphy. Speaking with the FT as Meta releases its Muse Wonder AI model on Monday, the billionaire chief executive claimed the new system was "going to allow much more sophisticated behaviors that are at the frontier of what is being done in the AI field."META CHIPS:Anthropic CEO Dario Amodei sought additional computing capacity from Meta earlier this year, but after considering the request, Meta ultimately decided not to supply Anthropic with chips for now, The Wall Street Journal's Kate Clark, Erin Woo, Keach Hagey, and Meghan Bobrowsky.DECART ACQUISITION:Amazonis in discussions to acquire Decart, an AI startup, in a deal that may be valued around $7B, Kate Clark and Lauren Thomas of The Wall Street Journal, citing people familiar with the matter. A deal could come soon if talks don't fall apart or another suitor doesn't emerge, the sources added.NEW GROWTH ENGINE:Northland upgraded C3 AIto Outperform from Market Perform with a price target of $16, up from $10. C3.ai has "found a new growth engine" as C3 Code can shrink time to create new agentic AI applications to days from months, says the firm, which also notes that comps are soon to ease, starting with the January quarter.AMD HELION AGENTIC AI RACK:AMDintroduced the AMD Helion agentic AI rack, an open blueprint for agentic AI infrastructure based on an Open Compute Project spec-design and powered by AMD compute. AMD Helion is designed to provide partners and customers with the flexibility they need for agentic AI infrastructure.REGNA AI: Ondasand Palantir Technologiesannounce the formation of Regna AI. Regna AI is a standalone private company, powered by Palantir and bootstrapped by Ondas that is expected to scale with institutional partners. Ondas will serve as Regna AI's first customer, deploying fine-tuned models to run autonomous mission orchestration on the edge.RISKS OF AI:On social media platform X, MicrosoftCEO Satya Nadella wrote, "As traditional software systems were being deployed across the economy over the last few decades, we had the tools and capability to trace behaviors to a specific code path. That same kind of mechanistic understanding eludes us in today's Super Intelligence systems, even as the frontier models powering these systems are now more capable than traditional software systems... That's why it's time to step back and assess the trust architecture for this new era..."We should therefore design these systems around principles of observability: Model diversity: No one model should become the sole dependency for an important outcome or be responsible for verifying its own work. Observe everything: Every meaningful model action must leave tamper-proof human readable evidence... Verifiability: We need to continuously test the entire system, including failures, attacks, edge cases, system changes... Independent controls: Orgs should be able to independently determine what a model can access and what actions it can take. Independent auditability: Validation must be independent of the intelligence being validated..."Containment: We must assume a model is compromised and contain it from the start. Think of it like an emergency brake... Incident disclosure: When these systems do fail or are compromised, we need timely disclosure to those affected and mechanisms to share what went wrong, which controls failed, and how to prevent it from happening again and share learnings industry-wide."

Ondas and Palantir Form Regna AI

Ondas (ONDS) and Palantir Technologies (PLTR) announce the formation of Regna AI. Regna AI is a standalone private company, powered by Palantir and bootstrapped by Ondas that is expected to scale with institutional partners. Ondas will serve as Regna AI's first customer, deploying fine-tuned models to run autonomous mission orchestration on the edge.

Ondas Secures Over $270M in Orders

Ondas announced that it secured more than $165M in aggregate orders during the second half of August through October 1st. Combined with approximately $105M in orders secured earlier in the third quarter and disclosed as of the Company's August 13 investor call, orders secured since June 30 totaled over $270M, expanding the Company's backlog and strengthening revenue visibility into 2027. Order activity was broad-based across geographies and product categories, reflecting demand for Ondas' scalable, cost-effective autonomous defense and security technologies. The Company also achieved customer and program validation milestones across its portfolio.