28 de agosto de 2026

ACERCA DE ESTE EPISODIO

OpenCode began as an open-source coding agent. Now it is selling model access, negotiating directly with suppliers and preparing to reserve its own GPU capacity. That puts it on a collision course with OpenRouter, the model marketplace Stripe has agreed to acquire for a reported $8 billion.

This episode follows this new shift in the industry and what Ox Alpha showed about the value of distribution: the company controlling the workflow may influence which models win long before a developer opens the model menu.

*Watch it.*

👉 Subscribe for high-signal AI analysis

👉 Instagram https://www.instagram.com/turingpost_tv

👉 TikTok https://www.tiktok.com/@turingpost_tv

👉 Interviews: @realturingpost

Attention Span is the video side of Turing Post. The newsletter goes to 115,000+ people who work on this stuff: https://www.turingpost.com

#OpenCode #OpenRouter #AIAgents #CodingAgents #AIInfrastructure

Sources and further reading

OpenRouter is joining Stripe https://openrouter.ai/blog/announcements/openrouter-is-joining-stripe/

OpenCode https://opencode.ai/

Ox Alpha, Explained Without the Hype https://www.youtube.com/watch?v=tN8xiPoareo&t=16s

OpenCode Zen https://opencode.ai/docs/zen/

GLM-5.3-Flash, formerly Ox Alpha, usage data https://opencode.ai/data/zhipuai/glm-5.3-flash

Dax Raad on OpenCode’s direction https://x.com/thdxr/status/2093161006226612377

Dax Raad on inference economics https://x.com/thdxr/status/2093161006226612377

Dax Raad on OpenCode’s buying power https://x.com/thdxr/status/2092844520119345160

Jay V on OpenCode’s token volume https://x.com/snowmaker/status/2080667637861011924

Tecnología

Inglés

Estados Unidos

UtiliceAPIpara buscar este episodio enJSON

EN ESTE EPISODIO

dax raad

Editar estas etiquetas

TRANSCRIPCIÓN 🔗

Are you the producer of this podcast? Add a podcast transcript

Need Audio-to-Text? Transcribe with Listen411 in Just 60 Seconds

BUSCAR EPISODIOS ANTERIORES

Buscar episodios anteriores de Turing Post.

Inserta esta barra de búsqueda en tu sitio web

OTROS EPISODIOS EN ESTE PODCAST

Ox Alpha, Explained Without the Hype

25 de agosto de 2026

An anonymous model called Ox Alpha appeared on OpenRouter and OpenCode on August 20 with a million-token context window, video input, and a price of zero. Within four days it had processed tens of trillions of tokens, and the internet had spent those same four days trying to work out who built it. …

00:17:37

GUARDAR

Clip

NVIDIA’s $12.9B Plan to Rule Open-Source AI

4 de septiembre de 2026

NVIDIA was once so hostile to open source that Linus Torvalds gave the company the finger. Today, it maintains open Linux modules, releases hundreds of models and datasets, and has reportedly agreed to buy Hugging Face for $12.9 billion. WHAT?! The change makes sense once we examine what NVIDIA lea…

00:21:02

GUARDAR

Clip

Etched Explained: The $21B AI Chip Startup Challenging NVIDIA

25 de agosto de 2026

Etched raised $1 billion in 26 days. Its valuation jumped from $10.3 billion to $21 billion. The second round was led by Jane Street after it tested Etched’s hardware and installed the first rack in its own data center. So what did Jane Street see? Etched began with Sohu, a Transformer-only ASIC t…

00:15:27

GUARDAR

Clip

Fei-Fei Li, LeCun, Hassabis: What Do They Mean by “World Model”?

31 de agosto de 2026

Demis Hassabis, Yann LeCun, Fei-Fei Li – they all talk about “building a world model.” Some of them are dedicating their professional lives to it! But do they mean the same? So before joining the World Models workshop at Chicago Booth, I wanted to answer a basic question: what do researchers mean …

00:16:58

GUARDAR

Clip

Descargo de responsabilidad: El podcast y el arte incluidos en esta página son de Turing Post, que es propiedad de su propietario y no está afiliado ni respaldado por Listen Notes, Inc.