Four AI developers, StepFun, Meta, Moonshot AI, and Mistral, have each begun gating commercial deployment of open-weight models at $20 million in revenue within eleven weeks. Moonshot's Kimi K3 requires a separate agreement for Model-as-a-Service businesses whose aggregate revenue, including affiliates, exceeds $20M over any consecutive 12 months, while StepFun adds a license for device makers at any size. Mistral's test is monthly revenue above $20M, and Meta's Muse Model License applies to service operators above $20M in aggregate gross group revenue over any consecutive 12 months. The author notes that Meta's license was confirmed via search rather than read directly, one secondary source cites $20M per month, and the agreement terms are unpublished. The analysis concludes that the matching figure reflects imitation around a market-clearing number rather than coordination, since the triggers and mechanics differ.
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artificial intelligencesoftwareMETAbusinesses
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Related tickers and likely impact
META
• NeutralMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/19/2026 | 705.44 |
| Change that session | -0.55% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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