👋 Hey all, this is Alex, coming to you from the very Sunny California, as I'm in SF again, while there is a complete snow storm back home in Denver (brrr).I flew here for the Hackathon I kept telling you about, and it was glorious, we had over 400 registered, over 200 approved hackers, 21 teams submitted incredible projects 👏 You can follow some of these hereI then decided to stick around and record the show from SF, and finally pulled the plug and asked for some budget, and I present, the first ThursdAI, recorded from the newly minted W&B Podcast studio at our office in SF 🎉This isn't the only first, today also, for the first time, all of the regular co-hosts of ThursdAI, met on video for the first time, after over a year of hanging out weekly, we've finally made the switch to video, and you know what? Given how good AI podcasts are getting, we may have to stick around with this video thing! We played one such clip from a new model called hertz-dev, which is a <10B model for full duplex audio.Given that today's episode is a video podcast, I would love for you to see it, so here's the timestamps for the chapters, which will be followed by the TL;DR and show notes in raw format. I would love to hear from folks who read the longer form style newsletters, do you miss them? Should I bring them back? Please leave me a comment 🙏 (I may send you a survey)This was a generally slow week (for AI!! not for... ehrm other stuff) and it was a fun podcast! Leave me a comment about what you think about this new format.Chapter Timestamps00:00 Introduction and Agenda Overview00:15 Open Source LLMs: Small Models01:25 Open Source LLMs: Large Models02:22 Big Companies and LLM Announcements04:47 Hackathon Recap and Community Highlights18:46 Technical Deep Dive: HertzDev and FishSpeech33:11 Human in the Loop: AI Agents36:24 Augmented Reality Lab Assistant36:53 Hackathon Highlights and Community Vibes37:17 Chef Puppet and Meta Ray Bans Raffle37:46 Introducing Fester the Skeleton38:37 Fester's Performance and Community Reactions39:35 Technical Insights and Project Details42:42 Big Companies API Updates43:17 Haiku 3.5: Performance and Pricing43:44 Comparing Haiku and Sonnet Models51:32 XAI Grok: New Features and Pricing57:23 OpenAI's O1 Model: Leaks and Expectations01:08:42 Transformer ASIC: The Future of AI Hardware01:13:18 The Future of Training and Inference Chips01:13:52 Oasis Demo and Etched AI Controversy01:14:37 Nisten's Skepticism on Etched AI01:19:15 Human Layer Introduction with Dex01:19:24 Building and Managing AI Agents01:20:54 Challenges and Innovations in AI Agent Development01:21:28 Human Layer's Vision and Future01:36:34 Recap and Closing RemarksThursdAI - Recaps of the most high signal AI weekly spaces is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Show Notes and Links:* Interview* Dexter Horthy (X) from HumanLayer* Open Source LLMs* SmolLM2: the new, best, and open 1B-parameter language mode (X)* Meta released MobileLLM (125M, 350M, 600M, 1B) (HF)* Tencent Hunyuan Large - 389B X 52B (Active) MoE (X, HF, Paper)* Big CO LLMs + APIs* OpenAI buys and opens chat.com* Anthropic releases Claude Haiku 3.5 via API (X, Blog)* OpenAI drops o1 full - and pulls it back (but not before it got Jailbroken)* X.ai now offers $25/mo free of Grok API credits (X, Platform)* Etched announces Sonu - first Transformer ASIC - 500K tok/s (etched)* PPXL is not valued at 9B lol* This weeks Buzz* Recap of SF Hackathon w/ AI Tinkerers (X)* Fester the Halloween Toy aka Project Halloweave videos from trick or treating (X, Writeup)* Voice & Audio* Hertz-dev - 8.5B conversation audio gen (X, Blog )* Fish Agent v0.1 3B - Speech to Speech model (HF, Demo)* AI Art & Diffusion & 3D* FLUX 1.1 [pro] is how HD - 4x resolution (X, blog)Full Transcription for convenience below: This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit sub.thursdai.news/subscribe