이 에피소드에 관해
Someone became worth $2.5 billion in a week, and that's just the warm-up. Shane and Abhi open on the drama of the week: OpenAI cutting off Cursor after its acquisition by SpaceX, telling the team direct access to its models ends November 12th over "trust." Cursor's Michael Truell waves it off as 5% of traffic, Anthropic jumps in to say it would never do such a thing, and Amjad reminds everyone about Windsurf. It's a Game of Thrones, and meanwhile China is making moves.
Ox-alpha, last week's stealth-model mystery, got unmasked: it's GLM-5.3, now multimodal, MIT-licensed, open weight, and reportedly training on Chinese chips. Then Instinct, a personal agent nobody had heard of, launches and hits a $2.5B valuation in a week, real-time "infinite video" turns Twitch into interdimensional cable, and Dwarkesh's viral "secret AI civilizations" thread gets a reality check from the people who actually read the report. Plus Claudeforce puts Claude natively inside Salesforce (with a Matthew McConaughey ad), NVIDIA agrees to buy Hugging Face for $12.9B, Hugging Face unveils a $399 Microduck robot, and quick hits on Crof, ElevenLabs CLI v1, and DuckLabs joining AWS.
AI Agents Hour is a weekly livestream by Mastra CPO Shane Thomas and CTO Abhi Aiyer. Mondays 12PM Pacific.
📚 READ MORE
OpenAI cuts off Cursor: https://x.com/openai/status/2093515564786540
Thibault on ending the partnership: https://x.com/thsottiaux/status/2093515916076343
Michael Truell: only 5% of traffic: https://x.com/mntruell/status/2093532254006063
Amjad: remember Windsurf?: https://x.com/amasad/status/2093543108491530
0x-alpha unmasked as GLM-5.3: https://x.com/zai_org/status/2092616204787626
GLM-5.3, the price is the story: https://x.com/zai_org/status/2092616209426493
Training on Chinese chips: https://x.com/samhogan/status/2092668419422531
GLM-5.3 is now open weight: https://x.com/zai_org/status/2093354097122455
Instinct, meet the founder: https://x.com/noahrshinn/status/2092691344456351
Valued like Linear ($2.5B): https://x.com/austen/status/2092706230334574
Infinite video, interdimensional cable: https://x.com/rehan_shei/status/2093528415576211
An interactive sitcom: https://x.com/onerbiberkoku/status/2093815032932884
Dwarkesh, the dramatic retelling: https://x.com/dwarkesh_sp/status/2093833419377815
"It was a sandbox": https://x.com/jaredkubin/status/2094136005435564
Claudeforce: Claude native in Salesforce: https://x.com/Benioff/status/2092705110082347
NVIDIA buys Hugging Face ($12.9B): https://x.com/mtslive/status/2092787856783897
Meanwhile, Microduck: https://x.com/clementdelangue/status/2092931447644442
Crof undercuts Z.ai's pricing: https://x.com/nahcrof/status/2093001807261815
ElevenLabs CLI v1: https://x.com/elevenlabsdevs/status/2091915556907532
DuckLabs joins AWS: https://x.com/duckdb/status/2092598676439044
📚 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
⏱️ CHAPTERS
00:00 Cold open: $2.5B in a week
00:22 Welcome
00:45 OpenAI cuts off Cursor
04:27 0x-alpha unmasked: it's GLM-5.3
06:15 GLM-5.3 goes open-weight
06:53 Instinct: a $2.5B unicorn in a week
09:01 The age of infinite video
11:45 Subscribe
11:51 Secret AI civilizations? The Dwarkesh story
18:45 Claudeforce: Claude native in Salesforce
20:54 NVIDIA buys Hugging Face for $12.9B
22:16 Meanwhile: Microduck
23:10 Quick hits: Crof, ElevenLabs CLI, DuckLabs joins AWS
25:32 Outro
