Aug. 28, 2026

ABOUT THIS EPISODE

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

Technology

English

United States

Use API to fetch this episode in JSON

IN THIS EPISODE

dax raad

Edit these tags

TRANSCRIPT 🔗

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

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

SEARCH PAST EPISODES

Search past episodes of Turing Post.

Embed this search bar to your website

OTHER EPISODES IN THIS PODCAST

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

Aug. 25, 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

SAVE

CLIP

Ox Alpha, Explained Without the Hype

Aug. 25, 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

SAVE

CLIP

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

Aug. 31, 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

SAVE

CLIP

Why DeepSeek Harness Is The End Of Coding Agents as We Know Them

Aug. 25, 2026

DeepSeek just open-sourced Harness – it can write its own missing tools while it runs, then cleanly remove them. 149k GitHub stars in four days. An 88-page paper underneath. It’s open, easy to install and it claims that *everything is a plugin.* What does it mean? We unpack that plus we discuss wh…

00:14:49

SAVE

CLIP

Disclaimer: The podcast and artwork embedded on this page are from Turing Post, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.