INNOVAREModule 1 · Applied

Case 2: The Four-Stage Matrix

Seventy years of AI history. One taxonomy. One capability scale. And every model in the Innovare Index landing in exactly the same box.

1 July 2026 · Case 2 of 5
As you read — hold this question

If two products share a stage classification but have a 19× price gap, what is the stage actually telling you?

70
years of AI development covered by He, Cao & Tan's four stages
4
architectural stages — rule-based through foundation models
10/10
Innovare Index models classified Stage 4, DeepMind Level 1. All of them.
The framework — He, Cao & Tan (2025)
Quiz: He / Cao / Tan

Four stages of AI development

Stage 01
Rule-based
1950s →
Hand-coded rules. The system does exactly what it was told — no more, no less.
Stage 02
Model-based
1970s – 2000s
Statistical models learn patterns from data. No explicit rules — learned distributions instead.
Stage 03
Deep Generative
2010s
Neural networks. GANs. Diffusion models. Narrow domain mastery at unprecedented quality.
Stage 04
Foundation Models
2020s
Pre-trained at scale on broad data. Adaptable across tasks without full retraining.
↑ All 10 Index models
Stage × Capability — plotting both axes

Where does every system actually sit?

X: He, Cao & Tan architectural stage. Y: DeepMind capability level (Morris et al., 2024). Hover any dot. Hit the button when you're ready.

CURRENT AI AGI TERRITORY no system here yet 4 capability levels of empty space above every model in this index ASI TERRITORY speculative — empty L0 · No AI L1 · Emerging ← all LLMs L2 · Competent L3 · Expert L4 · Virtuoso L5 · Superhuman Stage 1 Rule-based Stage 2 Model-based Stage 3 Deep Generative Stage 4 Foundation Models HE, CAO & TAN STAGE → ← DEEPMIND CAPABILITY 10 Index models
Historical systems
Specialised / narrow AI
Innovare Index models
L1 Emerging — all current LLMs sit on this line
The finding — Stage 4 is not a tier

Same stage. 19× the price.

MiniMax-M3
$1.14
per million tokens · Cheap tier · Stage 4 · L1 Emerging
19×
price gap
Same stage. Same level.
Claude Fable 5
$22.00
per million tokens · Frontier tier · Stage 4 · L1 Emerging

He, Cao & Tan's stages describe architectural evolution across seventy years — how the field's approach changed each era. They don't rank competing products within the same era. Using "Stage 4" as a product tier is the most common misapplication of this taxonomy in vendor marketing.

Where the framework breaks

Two things the matrix won't tell you

The stage framework is genuinely useful for understanding what changed architecturally between eras. It breaks down in two places:

Hole 1 — Stage doesn't predict capability within an era
Fable 5 and MiniMax-M3 share a stage classification. They don't share benchmark scores, price, latency, or reasoning depth. If you're making a build-vs-buy decision, stage tells you almost nothing. You need the Index pricing data, the AA leaderboard, and task-specific evals.
Hole 2 — Hybrid products don't map cleanly
Palantir Foundry runs a Stage 2 statistical core with a Stage 4 AIP wrapper. The taxonomy assumes one architecture per system. Real enterprise AI products are layers — and the marketing tends to brand the wrapper, not the core. "Powered by AI" often means a Stage 4 face on a Stage 2 body.
Take this away

He, Cao & Tan’s four stages explain what changed architecturally between AI eras—but stage classification alone tells you almost nothing about which product to deploy or whether it will work for your specific task.

Quick recall — without looking back

Test yourself on this case

Question 1 of 3

Name He, Cao & Tan’s four stages of AI development and what distinguishes each architecturally.

Stage 1 (Conceptual/Rule-based, 1950–1979): rules encoded by humans—ELIZA, early expert systems. Stage 2 (Statistical pattern matching, 1980–2011): systems find patterns in data humans pointed them at—Deep Blue, Watson. Stage 3 (Narrow deep learning, 2012–2016): neural networks learn representations autonomously—AlexNet, AlphaGo. Stage 4 (Foundation models, 2017–present): transformer architecture trained on internet-scale data, emergent multi-domain capability—GPT-4, Claude, Gemini.
Question 2 of 3

What does the Innovare Index data reveal when you plot all current frontier models on the Stage × Capability matrix?

Every model in the Innovare Index lands in Stage 4—but with a 19× price spread across the tier. The matrix confirms that stage classification cannot differentiate between products within an era. Two Stage 4 models share a classification but differ substantially in benchmark scores, price, latency, and reasoning depth. The matrix explains architectural history; it does not predict per-task capability.
Question 3 of 3

Why does the four-stage framework break down when you try to use it to make a deployment decision?

Two reasons. First, stage doesn’t predict capability within an era—all current frontier models are Stage 4, but they vary enormously on the tasks that matter for a specific deployment. You need Index pricing data, benchmark leaderboards, and task-specific evaluations. Second, hybrid products don’t map cleanly—many enterprise AI products layer a Stage 4 interface on a Stage 2 statistical core. The marketing brands the wrapper, not the core.

Sources

Four-stage framework
He, R., Cao, J., & Tan, T. (2025). Generative artificial intelligence: A systematic review. National Science Review.
DeepMind levels
Morris et al. (2024). Levels of AGI: Operationalizing Progress on the Path to AGI. arXiv:2311.02462.
Innovare Index
Pricing and AA rank data from Innovare Index, Edition 006, 1 July 2026.
Gemini benchmarks
Gemini 2.5 Pro Deep Think; Artificial Analysis leaderboard, June 2026.
Alibaba distillation
Anthropic public disclosure, June 2026 — 28.8M synthetic-exchange distillation attack.