OpenAI Cuts Off Cursor, Nvidia Buys Hugging Face, Ox Alpha is GLM | This Week In AI
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