Is Google finally back? (This Week In AI)

Anthropic's IPO prospectus leaked, showing a $2 trillion valuation target on $4.6 billion in revenue, with a quarter of that coming from two customers. Google is back in the frontier race with Gemini 4 Argon, which tops the Vals Index and can output up to a million tokens at once. Decision models are suddenly everywhere: OpenAI's Decisions API, OpenRouter's new category, Cloudflare's Clef, GLiDE, Respan's Span-01 and Kev.

The White House got the big labs to sign an accord on superintelligence, Factory fired an advisor who then became Cognition's CRO, and Vinod Khosla picked a side in public. Shane and Abhi also talk about why maintainers like Sindre Sorhus and Hono are closing external PRs, and go through quick hits including Turso joining Supabase, OpenDots, Conductor Mobile, Karpathy on explainer videos, Claude Code mods, and a video model that passes the Turing test.

AI Agents Hour is a weekly livestream by Mastra CPO Shane Thomas and CTO Abhi Aiyer. Mondays 12PM Pacific.

📚 READ MORE
Anthropic IPO prospectus: https://x.com/ns123abc/status/2104735822029176833
OpenAI Decisions API: https://x.com/thsottiaux/status/2104986448269279399
Begun, the clone war has: https://x.com/CompleteSkeptic/status/2105000685209313736
OpenRouter decision models: https://openrouter.ai/models?output_modalities=decisions
Cloudflare Clef: https://x.com/michellechen/status/2105684868550045751
GLiDE: https://x.com/george_onx/status/2105726320357634303
Dots: https://x.com/OpenAI/status/2104984504133918973
GPT-6.1 Sol: https://x.com/OpenAIDevs/status/2104993067942219873
Sam Altman on Cerebras: https://x.com/sama/status/2106147184693620924
Gemini 4 Argon: https://x.com/GoogleDeepMind/status/2105388084154056939
Vals Index: https://x.com/ValsAI/status/2105388446844072033
White House Accord: https://x.com/davidsacks/status/2105060520327786914
Factory vs Cognition: https://x.com/matanSF/status/2105335179502064038
Vinod Khosla: https://x.com/vkhosla/status/2105382865173459034
Sindre Sorhus closes PRs: https://x.com/sindresorhus/status/2105693826690298314
Hono closes PRs: https://x.com/yusukebe/status/2107027870019445007
Turso joins Supabase: https://x.com/tursodatabase/status/2106054567125532976
OpenDots: https://x.com/ataiiam/status/2105710796198322659
Conductor Mobile: https://x.com/charlieholtz/status/2105769644498002130
Karpathy: https://x.com/karpathy/status/2105819303471976479
Claude Code mods: https://x.com/ClaudeDevs/status/2105721434807083061
Tavus Griffin: https://x.com/tavus/status/2105704169009246248
Eleven v4: https://x.com/ElevenLabs/status/2104572127617994917
SWE-sweep: https://x.com/klieret/status/2105670833574465933

📚 MASTRA RESOURCES
Mastra: https://mastra.ai
Mastra on X: https://x.com/mastra_ai
Mastra Discord: https://mastra.ai/community/discord
Mastra GitHub: https://github.com/mastra-ai
Learn Mastra: https://mastra.ai/learn
Principles of Building AI Agents (Book): https://mastra.ai/books/principles-of-building-ai-agents
Patterns for Building AI Agents (New Book): https://mastra.ai/books/patterns-of-building-ai-agents

WHAT IS MASTRA?
Mastra is an open-source TypeScript framework designed for building and shipping AI-powered applications and agents with minimal friction. It supports the full lifecycle of agent development—from prototype to production. You can integrate it with frontend and backend stacks (e.g., React, Next.js, Node) or run agents as standalone services. If you're a JavaScript or TypeScript developer looking to build an agentic or AI-powered product without starting from first principles, Mastra provides the scaffolding, tools, and integrations to accelerate that process.

⏱️ CHAPTERS
00:00 Cold open
00:26 Intro
00:38 Anthropic's IPO prospectus leaks
03:13 The decision model era
05:03 Cloudflare Clef, SGLang and GLiDE
06:09 Span-01 and Kev
06:23 Why decision models are good for the industry
07:25 OpenAI DevDay recap
08:44 The Dots demo backlash
10:28 OpenAI and Cerebras
11:27 Gemini 4 Argon
13:53 Gemini tops the Vals Index
14:09 A 1M token output limit
15:14 The White House Accord on Superintelligence
19:48 Factory vs Cognition
21:16 Khosla fires back
22:14 Investor allegiances
23:35 Open source closes the door
27:18 Turso joins Supabase
27:40 OpenDots
27:59 Conductor Mobile
28:09 Cua Spaces
28:59 e2e
29:08 Karpathy on explainer videos
30:53 Claude Code mods
31:07 Tavus Griffin
31:59 Eleven v4
32:43 SWE-sweep and Detail
34:18 Outro