Modern Creator
Riley Brown · YouTube

AI Agents Just Changed Forever: GLM 5.2, Codex Skills, Claude & Cursor

A 22-minute weekly roundup covering the open-source model that finally passed the vibe check, Codex screen-to-skill recording, the SpaceX/Cursor acquisition, and two Claude updates.

Posted
yesterday
Duration
Format
Tutorial
educational
Views
17.5K
592 likes
Big Idea

The argument in one line.

Open-source model quality has finally caught up to frontier labs on real-world agent tasks, and the three-way competition between Codex, Claude, and Cursor is about to get dramatically more intense because of it.

Who This Is For

Read if. Skip if.

READ IF YOU ARE…
  • You build with AI agents daily and want a single vetted digest of platform changes rather than chasing dozens of Twitter threads.
  • You use Cursor, Codex, or Claude Code professionally and need to know which new features are ready to put to work now.
  • You are evaluating whether to switch from a frontier model to an open-source alternative for cost or sovereignty reasons.
  • You are tracking the Fable/Claude situation and want a clear-eyed read on where things stand as of June 19.
SKIP IF…
  • You want deep technical architecture breakdowns -- this is news commentary, not a research paper.
  • You have no interest in the Codex or Cursor ecosystems; the GLM and Claude sections still apply but the episode is structured around the full stack.
  • You are already current on all four stories from primary sources.
TL;DR

The full version, fast.

GLM 5.2 from Z.AI is the first open-source model that the host believes genuinely passes a real-world agent vibe check -- benchmarks comparable to Opus 4.8 and GPT 5.5, five to six times cheaper -- and the founder promises a Fable-class open model before year end. Codex's Record & Replay feature lets you teach the agent workflows by screen-recording yourself, converting the session into a named slash-command skill. SpaceX's $60B Cursor acquisition matters because it hands Cursor unlimited compute and Twitter distribution, accelerating a three-way super app race. Claude shipped two features: on-canvas design editing with brand-kit persistence, and sharable artifact mini-apps from Claude Code sessions.

Free for members

Chat with this breakdown — free.

Sign in and you get 23 free chat messages on us — ask for the hook, quote a framework, find the exact transcript moment, generate a markdown action plan. Bring your own key when you want unlimited.

Create a free account →
Chapters

Where the time goes.

00:0000:34

01 · Intro & promise list

Host introduces Agent Native show and previews all four stories.

00:3406:08

02 · Z.AI releases GLM 5.2

Benchmarks, vibe-check verdict, step-by-step OpenRouter + Cursor setup, live demos.

06:0808:19

03 · GLM to reach Fable class by end of 2026?

Elon Musk vs. Z.AI founder on timeline; sponsor block (HyperAgent).

08:1912:11

04 · Codex Record & Replay: screen to skill

Live demo of recording a Typefully workflow and converting it to a slash-command skill.

12:1114:42

05 · SpaceX acquires Cursor

Acquisition breakdown and host thesis that Cursor targets Codex and Claude Desktop.

14:4216:40

06 · The Fable/Mythos Depression

Community reaction to Fable being pulled; model still unavailable June 19.

16:4018:34

07 · Claude Design Mode updates

On-canvas editing, brand-kit persistence, Claude Code sync, export integrations.

18:3420:38

08 · Claude Code artifacts / mini apps

Sharable interactive pages from Claude Code sessions; funnel-fix artifact demo.

20:3822:18

09 · What's coming next week

Expected: Fable return, OpenAI model rumor, more open-source, Gemini super app.

Atomic Insights

Lines worth screenshotting.

  • GLM 5.2 is the first open-source model to pass a real-world vibe check against frontier models -- benchmarks finally told the truth this time.
  • Open-source model weights mean your AI tooling cannot be taken away by a policy decision, regulatory action, or company shutdown.
  • Codex Record & Replay turns any 30-minute screen recording into a reusable AI skill -- the bottleneck shifts from coding prompts to doing the task once.
  • SpaceX acquiring Cursor for $60B is not about coding tools; Cursor announced Useful AI, signaling a direct attack on Codex and Claude Desktop as general-purpose super apps.
  • Cursor already has an in-app browser and Composer 2.5; with SpaceX compute and Twitter distribution it could become the default non-developer AI super app.
  • The Fable/Mythos Depression is real: users who touched the model for 4 days report Opus now feels lazy, cautious, and unwilling to attempt hard problems.
  • The best benchmark for an AI model is how ambitious you feel asking it -- Fable reset expectations for what was even worth attempting.
  • Claude Design Mode now lets you edit artifacts directly on canvas and export to Lovable, Vercel, or Miro -- the gap between design and deployment collapses.
  • Claude Code artifacts give teams a private link to interactive mini-apps generated mid-session -- shareable without requiring others to have Claude Code access.
  • Google still has not chosen its super app after 100 days in the super app era -- that indecision is a structural competitive disadvantage.
  • A Fable-class open-source model before end of 2026 would break the current pricing power of every frontier AI lab simultaneously.
  • Competition between Codex, Claude, and Cursor directly benefits end users -- more compute subsidies, better plans, faster feature velocity.
Takeaway

Four shifts that actually change how you work with AI agents.

WHAT TO LEARN

The gap between open-source and frontier models just collapsed on agent tasks, and three of the four platforms you rely on changed in the same week.

02Z.AI releases GLM 5.2
  • GLM 5.2 is the first open-source model worth substituting for a frontier model on real agent tasks -- not benchmarks, but actual multi-step workflows like building a Trello clone or running Notion integrations.
  • Open-source model weights eliminate the single-vendor dependency risk: when a model is pulled for regulatory reasons, you cannot use it regardless of your subscription tier.
04Codex Record & Replay
  • You can now teach an AI agent to do any repeatable browser workflow by recording your screen once; Codex's Record & Replay converts a session into a permanent named skill.
05SpaceX acquires Cursor
  • The phrase Useful AI in Cursor's acquisition announcement is the signal -- Cursor is no longer positioning as a coding tool but as a general-purpose agent platform competing directly with Claude Desktop and Codex.
06The Fable/Mythos Depression
  • The community reaction to Fable's removal reveals how AI tools change user expectations -- four days with a dramatically better model makes returning to a good model feel like regression.
07Claude Design Mode updates
  • Claude Design Mode's on-canvas editing and export-to-Vercel integration mean you can go from a text prompt to a deployed web page without leaving the conversation.
08Claude Code artifacts
  • Claude Code Artifacts give you a sharable private link for any mini-app or analysis the agent builds -- useful for async team review without requiring others to have Claude Code access.
09What's coming next week
  • Google's failure to commit to a single super app product after 100 days in the super app era is an organizational problem, not a technical one -- the models and surfaces exist, but the strategy does not.
Glossary

Terms worth knowing.

GLM 5.2
An open-source large language model released by Z.AI in June 2026, positioned as a frontier-competitive model available at significantly lower cost than OpenAI or Anthropic offerings.
Vibe check
Informal practitioner test where a model is given real-world agent tasks rather than curated benchmarks; a model passes the vibe check when actual use matches the benchmark claims.
OpenRouter
A unified API gateway that lets developers access hundreds of AI models through a single API key and base URL, eliminating the need for separate keys per provider.
Record & Replay
A Codex plugin that records your screen while you perform a workflow, then distills the recording into a named slash-command skill the agent can execute autonomously on future requests.
Composer 2.5
Cursor's proprietary coding model available at the time of the SpaceX acquisition, with Composer 3 under development.
Fable / Claude Fable
A Claude model also referred to as Mythos that was briefly available to select users before being pulled; described by users as dramatically more capable and ambitious than standard Opus 4.8.
Mythos Depression
Informal term for the community reaction to Fable being withdrawn -- users who experienced the model report inability to return to Opus without perceiving it as comparatively limited.
Claude Design Mode
A feature on claude.ai (web only) that lets users build UI artifacts and edit them directly on a canvas, with brand-kit persistence across projects and export to tools like Vercel and Lovable.
Claude Code Artifacts
Sharable interactive pages generated by Claude Code sessions -- a mini-app with its own private link that teammates can view without running Claude Code themselves.
Super app
A single AI application that handles coding, browsing, document work, communication, and general agent tasks -- as opposed to specialized tools for each category.
Resources

Things they pointed at.

09:27toolTypefully
02:59toolConvex plugin for Cursor
18:00toolLovable
00:06productZ.AI / GLM 5.2
Quotables

Lines you could clip.

02:02
This is the first model that passes the vibe check.
Punchy verdict, no setup needed -- the entire open-source hype cycle compressed to one sentence.TikTok hook↗ Tweet quote
15:45
I literally wasn't smart enough to even come up with an idea for a thing that mythos or fable wasn't truly capable of.
Visceral expression of the Fable ceiling story -- lands without context.IG reel cold open↗ Tweet quote
13:43
Notice how Cursor isn't saying for developers. Just Useful AI.
Single observation that reframes the entire acquisition story.Newsletter pull-quote↗ Tweet quote
21:28
We've been in the super app era for a hundred days, Logan. Choose your challenger.
Confident, slightly funny hot take -- works standalone.TikTok hook↗ Tweet quote
The Script

Word for word.

Read-along

Don't just watch it. Burn it in.

See every word as it's spoken — crank it to 2× and still catch all of it. The same dual-channel trick behind Amazon's Kindle + Audible.

metaphoranalogy
00:00What an insane week in the world of AI agents. If you wanna know the latest updates on Claude Fable five, the latest codex feature that lets you record your screen and turn it into skills, the best open source model in the entire world, and if you wanna know about the SpaceX cursor acquisition and more, you're in the right place.
00:17You're watching agent native. I cover the latest updates and news from frontier agent platforms and models so that we can learn about and use AI agents effectively. My name is Riley Brown, and if you wanna become agent native, hit that like button, hit that subscribe button, and let's dive in.
00:34Today, we're gonna get started with the most important news in my opinion in the world of AI agents. The company Z dot ai released an open source model that I believe is like five or six times cheaper than GPT 5.5 and some are saying it's actually comparable and almost as good as OPUS 4.8 and GPT 5.5.
00:56So GLM 5.2 is a model released by Z dot a I, and this company is from China. And this model is open sourced, and it's much cheaper than frontier models.
01:10And by the way, I'm gonna show you exactly how you can get this set up directly inside Cursor in just one second, but I first wanna talk about the benchmark. And so here are some of the benchmarks, and this is what it looks like across the board. You'll see that GLM 5.2 is comparable to OPUS and GPT 5.5.
01:27Currently, I think the best model besides Fable is GPT 5.5 with OPUS trailing just a little bit, but this model actually held its own when I actually tested it.
01:39Because normally, when a new open model comes out, usually, there are benchmarks that are released. They don't actually tell the whole story or even in even close to an accurate story. But because they put these cool graphs on Twitter, there's a ton of hype.
01:53People make a lot of videos saying that this model is actually really, really good. And usually, when I go to test that model, I just end up incredibly disappointed. I actually test the model, and it does not pass the vibe check.
02:06And as I tweeted earlier today, this was not one of those times. This model, after spending a ton of time actually using this model, I do believe that it passes the vibe check. I think that it's getting close to the Frontier Labs, specifically OPUS 4.8 and GPT 5.5, and I think this will actually cause the Frontier Labs, OpenAI and Anthropic, to release even smarter models.
02:29I think a lot of people realize that the models that they rely on every day can be taken away. However, with these open models, you can actually download the weights. I think a lot of people are taking this time to test these open source models.
02:42And so the best place to try out this new model, GLM 5.2, in my opinion, is directly inside Cursor, and I'll show you exactly how to set that up in just a second. I use the convex plugin, and it one shot a Trello app with basically all of the different features that Trello has with a database and authentication, and it works nearly or it actually works perfectly.
03:02I also had GLM 5.2 go off, do research about me, then create a landing page, and then run it locally. I also connected GLM 5.2 to my Notion, to my Slack, and to a ton of other integrations. And I was having it just do general agent tasks for me.
03:16And it was doing a great job, just as good as if I was using 4.8. And so, yes, I think the model was really good, and you're gonna see a lot of people on the Internet saying the model is really, really good. But you shouldn't take our word for it.
03:29You should actually go in and try it. So I'm gonna show you the easiest way to try this model directly inside Cursor. So directly inside Cursor, what I want you to do is follow these exact steps.
03:39It should only take you three to five minutes to get this model directly inside Cursor. In order to add the model to Cursor, we're gonna be using another tool called OpenRouter. Normally, if you wanna use a bunch of different AI models, you need a ton of API keys in order to access them.
03:53OpenRouter allows us to only use one key so we can get access to GPT 5.5, Claude Opus, DeepSeek v four, and in this case, the most important one, GLM 5.2, and then thousands of other models.
04:05This video is not sponsored by OpenRouter. I just want to explain why I normally use this. And so OpenRouter allows us to add any model to Cursor.
04:13I'll show you exactly how to do it. In Cursor, you're gonna go down to your plan here, and you're going to click settings. Then what you're gonna do is you're gonna come up here, and you're gonna select models.
04:24You're gonna come down to API keys. And what you're going to do is you are going to turn this on right here. So normally, this is off, and you are going to put in your own API key.
04:35And then you're going to say override the OpenAI base URL. You're basically converting this OpenAI key into an OpenRouter API key.
04:47And in order to switch this from OpenAI to OpenRouter, you're gonna paste this exact thing. I'll put the link in the description. You're just gonna paste this exact thing in here.
04:57Then what you're gonna do is you're gonna come up to view all models. And you're gonna come down here, and you're gonna click add custom model. Now you can add any model from OpenRouter here.
05:07And so we're gonna go to OpenRouter, and we're gonna click models. And we're gonna look for z Dot a IGLM5.2. And you're gonna see this little copy button right here.
05:17You're gonna click copy. And now what you're gonna do is you're gonna paste this model right here, and you're gonna click add. And since I've already added it, it just said it's already available.
05:26But for you, it should show up somewhere in here, and it should look exactly like this. ZDashAISlashGLMDash5.2. Congratulations.
05:36You now have access to the best open source model directly inside. Now let's go test it out. So if you go to a new agent session inside Cursor and Cursor looks very similar to Codex, you can select any model.
05:48Here, I'm selecting z dash a I slash g l m two. I can say hi. What model are you?
05:55And there you go. I'm g l m 5.2 by z dash a I, and you are now ready to test the best model. I want you to comment below what you did with it and how good it was at it.
06:04I wanna know what you think of this model. I'm genuinely curious. Please let me know.
06:09And one of the reasons why I think you should get into using these open source models and testing them out is because the founder of z.ai who created GLM 5.2 said that they're gonna get a Fable level open source model, like a model that's as good as Fable that's open source within this year.
06:29So someone said, what's the current timeline for China to reach the Fable class or get as good as Fable five. And Elon Musk commented, he said probably q one. And then the founder said, won't take that long.
06:43So that means he thinks it'll be done by the end of this year. And so that means that in, like, five months, we could get a model that is open source that is better than Fable, and it will likely be significantly cheaper. I don't know about you guys, but I think the best place to use AI agents with my team, especially for marketing, is directly inside Slack.
07:02And the easiest way to create cloud based agents that runs directly in Slack is with HyperAge, where the agent can actually become part of your team. All you need to do is go to HyperAgent, create an agent with your favorite skill. This agent can watch all of your channels, run on a schedule, use integrations, and send updates directly into Slack when something needs your attention.
07:21For example, the first one I'm building is basically a YouTube researcher. It scans my competitors using my YouTube researcher skill and it keeps track of what videos are actually performing well and it does so automatically without me asking. Then it suggests videos for me to make based on the keywords and topics that are working in my niche.
07:41And whenever I upload a draft, it can generate 20 different thumbnail options for the video and my team can quickly figure out which direction is the strongest. The coolest part is is that I don't need to remember to open another AI tool and ask it to do this every time because the agent lives in Slack. My team and I can talk to it where we already are working.
08:00It can send us new ideas, run these workflows on a schedule, and keep improving as we add more skills and integrations. And this is just one agent. You can build an entire team of agents for your own workflows.
08:12HyperAgent is giving away $1,000 in credits to the first 1,000 people to sign up. Click the link below to sign up. Claim yours now.
08:19So now I wanna move to the biggest super app update of the week, and it involves Codex. It feels kind of like a slow week from Codex.
08:28They didn't really announce anything that big, but they announced one feature that I believe is incredibly underrated, and it involves recording your screen. Let me just show you how it works.
08:39Directly inside Codex Now, you can use a plugin called record and replay. I'm going to show you the process for adding a type fully draft.
08:54Please make a skill called manual tweet draft.
08:59So now you could just tell Codex by using this record and replay skill that you wanna show them how to do something. So here it's gonna say, I'll use record and replay workflow to capture the Typefuly steps. Now watch this.
09:14Look at that. It automatically turned on the recording, and it says recording is now on.
09:19Show me the Typefuly draft process. So now I'm going to go like this. I'm just going to type, let's say, comet, and now I am going to go create a new tab.
09:30We'll go to typefuly.com, and I'm going to switch to Riley Brown.
09:37Hello. This is a draft by Riley Brown.
09:42I can add images and videos. Now I can upload an image, and now we can do PNG.
09:52And here we go. And that is the basic process. Once we're done, I'm just gonna hit stop.
09:56It automatically goes back to codex, and it automatically enters I'm done recording. And look at this. I'll stop the capture now, then inspect the recording event.
10:06And now it's creating this skill called manual tweet draft. So then we should be able to just type slash manual tweet draft, and it will show up here.
10:14It doesn't quite yet. Here it summarizes exactly what I did, and this was a very short task. You could do up to thirty minutes.
10:21That was a one minute task. You're allowed to upload up to thirty minutes for a task so that Codex has a really good understanding of how to do it because they have a really good computer use. Okay.
10:31So it is now done. And if you see here, we can actually type slash. We can type manual tweet draft.
10:37There we go. Hey. Can you please upload the latest video to Typefuly as a draft?
10:46It's in my downloads, the latest video there.
10:51And here we go. It's off to the races, and I believe we can just open up Comet. Let me go ahead and close this out.
10:57There you go. We can see look at this. Computer use is working.
11:01That's its little mouse. It clicked new draft. Now it should upload a video or at least type out a draft for it.
11:11There we go. Upload an image. Now it's gonna find the last video.
11:18There it is. Wow. This is crazy.
11:24Wow. Let's go. Ah, I need to upgrade.
11:28Oh, no. That's super weird. I think I just tightly rejected it because I says I need to upgrade.
11:35Okay. So that video was just too big. You can't upload anything above 512 megabytes, but you get the point.
11:43I recorded my screen and I taught Codecs how to use Comet to upload something to a different software, and then I immediately turned into a skill. And in order to do that, all you need to do to get that started is just use the, uh, record and replay feature and say, I'm going to record something, watch, and make it a skill.
12:06And you can tell it what you want to name the skill, but it's literally that easy. And so potentially the loudest news of the week came on Tuesday, June 16, when SpaceX acquired Cursor.
12:19And remember, the only thing that I care about is becoming agent native and talking about things that are actually practical and useful to understand. I don't actually care about this acquisition except for the fact that I believe that Cursor is going to be closing the gap on both Codex and Claude code. And the main reason I think Cursor is just gonna get so much better is now they can afford to subsidize these plans if they're able to train a model that's as close to as good as GPT 5.5 and Claude Opus.
12:48SpaceX is actually the fifth largest company in the world. And so, basically, this $60,000,000,000 acquisition means that Cursor gets access to basically unlimited compute, basically unlimited money and capital through SpaceX, and they also underrated fact is they get access to the Twitter distribution.
13:07I guarantee you Elon Musk is gonna be retweeting all of the Cursor content trying to grow Cursor as much as possible. And in return, SpaceX sees this as a huge advantage to get the best AI agent coding platform in the world arguably. They get all of Cursor's developers who are very, very good at what they do, and they also get access to the training expertise because Cursor did train Composer 2.5 and Composer three is coming out soon.
13:34So the teams are merging, and I expect Cursor to get significantly better. And I talked about this in my full length video when I covered this entire story. I said notice here in the actual announcement by Cursor that they didn't say for developers.
13:49They just said useful AI. And to me, this is an indication that Cursor will likely become a direct competitor to Codex and Claw Desktop because they already have a really good in app browser.
14:00They already have Composer 2.5, which is a fast, good model. You already saw earlier in this video that you can use open source models directly inside Cursor.
14:10This, I believe, is going to turn into the best gen one of the best general agent platforms. And so the overall trend from this news right here is I really hope we end up with a very tight three way competition between Codex, Cloud Desktop, and Cursor.
14:28The more competition, the more benefits they're gonna have to give to users, and the better the tools are gonna be for everyone because they are gonna be fighting for all of the market share in the world of AI super apps. And I couldn't be more excited for Cursor to get better.
14:43Okay. So to close out this episode, I do wanna talk about some updates with Claude. And I think all of us have kind of this weird taste in our mouths surrounding Claude, and I think we're kind of all in this mythos or fable depression.
14:56And so this is just one of the tweets that I screenshotted, but I've seen hundreds of tweets like this. Something around the lines of, I don't know if it's placebo, but using Fable for those days, it felt like it just never gave up on problems and kept trying crazy ways to get whatever you wanted done. Now back on Opus, and it's just kind of lazy.
15:15It thinks things are too daunting and keeps asking if you are sure. There's this sense when you used Fable that you could basically do anything.
15:24And one of the best benchmarks for AI models is how ambitious can you actually be. And one thing with Fable, I felt that I literally wasn't smart enough to even come up with an idea for a thing that mythos or fable wasn't truly capable of.
15:42And so for the past four months when I was in Silicon Valley, right, I was talking to everyone and everyone was talking about how good g p t 5.5 was. Now they got access to fable for, like, four days, and now they can't even go back to GPT 5.5 for Opus 4.8.
15:58They're literally in this Fable mythos depression where they just are waiting for this model to come back because they know that once it comes back, they're gonna be able to get done whatever it is they're trying to get done in, like, a fraction of a time. That's how good Fable was. And so right now, it is 03:26 eastern time on June 19, and Fable's still not back in any of the Claude products.
16:20It is still illegal to use. And so right now, Anthropic is working with the government trying to figure out how they can get this model back into our hands, and we just have no clue when it's gonna come back. But beyond being in this mythos depression, there are two updates I do wanna about.
16:35One of them touches on a theme that I've been talking about a lot, which is agent native apps. But the first thing I wanna talk about is Claude's new update to their design mode. New in Claude design.
16:46It stays on brand with your design system across projects, lets you edit directly on the canvas, syncs with Claude code, and connects to more of the tools that you already use. So for those of you who don't know, if you go to claude.ai and this only works on the web, not on desktop, They have this feature right here called design.
17:08So the first thing that they announced is it says it stays on brand with your design system across projects. I haven't used this long enough to test that. But what I can text is that it lets you edit directly on the canvas.
17:20So I noticed here there's this edit feature. I think I can click. Can I edit this directly?
17:25The open source rival is here. Wow.
17:30A cheap Chinese model that passes the vibe check a record. GLM 5.2 is a very good model.
17:40Okay. This is really cool. You can just edit things directly on the canvas.
17:45This is really fun actually. And, of course, you can also do markup.
17:51So I can say, like, don't have any of these here. I don't like these.
17:57That's really cool. And the next thing Claude added is they made it really easy to share these and send them to other tools. So I can send them to lovable, base 44, gamma, Miro, and replet.
18:09So I could in theory send it to lovable and I could connect it and I could basically if I designed a landing page or a website I could theoretically deploy it on lovable or I could actually just deploy it straight to Vercel.
18:23I should have that already set up and we can send it to Vercel. And, yeah, I already have this set up. So now it's gonna be able to deploy this to Vercel.
18:32So it can actually be on the Internet. And finally, something brand new to Claude code is artifacts. You know that the Claude web app and Claude desktop app already have artifacts when you use the normal Claude mode.
18:44But now Claude code can create artifacts and it can send little interactive pages. So here it's saying research where users are dropping off since the previous release. And we can see here in this video, it's just gonna go off and create a little mini app or an agent native app that you can share with other people.
19:02And here it created this little artifact. It has its own link. And now it says pro propose a solution.
19:09And so it shows the current and the proposal in this little mini app. So you can get the agent or Claude code to create this little artifact or I call them mini apps.
19:21And you can view them and you can be like, okay, that's a good idea. But here's what they're proposing. Okay.
19:26Yes. We can do it. And if you wanna share it with the team, you can just easily press copy link, and then you can just send it to whoever you want on any platform.
19:35And the example that they showed was a phone. So links made for sharing. Here's the message.
19:40And you can if you send it to someone on your team, they can very easily open it and look it over. And so you can very easily share these little mini apps or artifacts, whatever you wanna call them.
19:51Alright. So those are the biggest updates for the week. With Claude, we have design mode and mini apps.
19:56With OpenAI, we have the record and replay to create skills, screen record to skills, really cool workflow. We have the best open source model ever created, which is GLM 5.2. And then we have these the acquisition by SpaceX of Cursor.
20:11And the main point of this is that Cursor is very likely to get better, and it will likely become a better deal for their $20 per month plan and $200 per month plan. And we love competition between Cursor, Claude, and Codex.
20:24It's very fun. And the open source models. We have and and that's kind of the fourth bucket is all of the open source models together, and we just have so much competition from all angles, multiple countries.
20:36This is amazing. I'm very excited for next week. Next week, these are some things that I'm expecting based on the rumors that I've been seeing around Twitter and other areas.
20:46I think we're gonna see a return of fable from or at least I'm really hoping. There's been some rumors circulating on Twitter about a new model by OpenAI. We could see some more open source models being released.
21:00We're hearing some of the other companies, specifically from China, talking about how they're gonna be releasing more open source models. Gemini might be releasing a model.
21:09And then finally, this one I'm really excited about, Gemini may be making announcement regarding their super app. And so I've been somewhat harsh on Google when it comes to them not deciding what their super app is.
21:21They have way too many products. Instead, I want them to pick one. And here we have Logan saying, feels like we are entering the super app era.
21:30And I've been saying, we've been in the super app era for a hundred days, Logan. Choose your challenger. I'm really excited for Google to just pick one, whether it's anti gravity, whether it's Google AI Studio, whether it's Joules, whether it's their Gemini desktop app.
21:44We don't know what their super app is, so it's really hard for them to compete because it's impossible for me as a content creator to tell them which tool to use. I don't know which Google tool to use. Their models are pretty bad.
21:56I really hope they catch up because Google's one of the other companies that can in theory be a competitor. They just don't feel like it right now. So I really hope Google comes back.
22:05Anyway, thank you guys so much for watching this video. Uh, this has been a really exciting week. Next week, I will finally be in my studio filming from New York City.
22:15Couldn't be more excited. Anyway, I'll see you guys here for the
The Hook

The bait, then the rug-pull.

Four stories converged in a single week that individually would each justify a standalone video: a cheap open-source model that actually passed a real-world test, a coding agent that learns by watching you work, a $60 billion acquisition that reshuffles the super app race, and two Claude updates that quietly close the gap between AI output and deployable product.

Frameworks

Named ideas worth stealing.

20:00list

Four-bucket AI platform taxonomy

  1. Claude (Anthropic)
  2. Codex (OpenAI)
  3. Cursor (now SpaceX)
  4. Open-source models (collective)

Host organizes the agent landscape into four competing buckets each fighting for super app status.

Steal forCompetitive landscape slides, podcast intros, newsletter structure
12:30model

SpaceX/Cursor exchange map

  1. SpaceX gives Cursor: compute, money/capital, Twitter distribution
  2. Cursor gives SpaceX: agent platform, developers, training expertise

Bidirectional value map of what each party gets from the acquisition.

Steal forAny acquisition analysis or partnership breakdown
CTA Breakdown

How they asked for the click.

VERBAL ASK
20:38subscribe
Next week, I will finally be in my studio filming from New York City.

Soft forward-tease rather than a hard subscribe ask; no verbal CTA until the very end.

MENTIONED ON CAMERA
FROM THE DESCRIPTION
PRIMARY CTAWhere the creator wants you to go next.
OTHER LINKSAlso linked in the description.
Storyboard

Visual structure at a glance.

open
hookopen00:00
GLM 5.2 intro
promiseGLM 5.2 intro00:34
benchmark chart
valuebenchmark chart01:31
OpenRouter diagram
valueOpenRouter diagram03:28
Codex Record & Replay
valueCodex Record & Replay08:19
Cursor acquisition
valueCursor acquisition12:11
Fable depression
valueFable depression14:42
Claude Design Mode
valueClaude Design Mode16:40
Claude Code artifacts
valueClaude Code artifacts18:34
next week preview
ctanext week preview20:38
Frame Gallery

Visual moments.

Watch next

More from this channel + related breakdowns.

Chat about this