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Chronicles

The story behind the story

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Sources: Meta is pursuing a Llama successor and new frontier AI model, codenamed Avocado, set for release in Q1 2026 and that could be a proprietary model

Meta CEO Mark Zuckerberg was so optimistic last year about his company's Llama family of artificial intelligence models that he predicted …

CNBC Jonathan Vanian

Context & Ripple Effects

Meta's reported Avocado effort follows a Llama arc that began with the company positioning Llama 3.1 as a frontier-level open model. Subsequent reporting described a Llama 4.X team working to address bugs while targeting a year-end release, making a separate frontier-model program a consequential shift in the roadmap.

The central unresolved issue is access: follow-on reporting said Avocado may launch as a closed model. That would put Meta's next frontier push in tension with the open-model identity that made Llama strategically distinctive.

First-order effects

  • Meta must manage two linked but potentially divergent product tracks: a Llama successor and Avocado, with the latter reportedly aimed at Q1 2026.
  • Developers and organizations that rely on Llama face uncertainty over whether Meta's highest-end next model will remain broadly accessible or move behind proprietary access terms.

Second-order effects

  • If Avocado is released as proprietary, Meta's open-model ecosystem could receive less of the company's frontier capability, increasing the importance of its Llama roadmap for users that need openly available weights.
  • The reported effort also raises pressure on rival model providers to distinguish between open distribution and controlled frontier access, rather than treating those approaches as interchangeable.

Third-order effects

  • A proprietary Avocado would signal that frontier-model development and open-weight distribution can become separate layers of a single vendor strategy: broad ecosystem reach through Llama, with premium capability controlled elsewhere.
  • The pattern points toward greater model-access balkanization, though the outcome depends on Meta's eventual release terms and on whether Avocado supplants or complements Llama at the frontier.

The trend: Frontier AI vendors are increasingly separating their ecosystem-building open-model strategies from the access controls applied to their most capable models.

Discussion

  • @andrewcurran_ Andrew Curran on x
    META's Llama successor is code named ‘Avocado’ - it was planned for a Christmas release, but has been pushed back to the start of the new year. It is possible, but not yet confirmed, that Avocado will be proprietary and not open source. [image]
  • @herrmanndigital David Herrmann on x
    Yes, Mark we're aware your AI team has no background in online ads... The CNBC exclusive on AI and Meta this morning is a must-read for anyone who spends the bulk of their ad dollars on Meta. While the article is mainly about how Meta's Llama has trailed its rivals, it is [image]
  • @bgrueskin Bill Grueskin on bluesky
    From 🦙 to 🥑:  —  “Zuckerberg was so optimistic last year about his Llama family of artificial intelligence models that he predicted they would become the ‘most advanced in the industry.’”  —  Now, “Meta is pursuing a new Llama successor, code-named Avocado.”  —  www.cnbc.com/2025…
  • @ljkawa Luke Kawa on bluesky
    Is Meta calling their new AI model “Avocado” because there's a nut at the center of it?  —  www.cnbc.com/2025/12/09/m...