Is Google finally back?

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