HUGE Cursor Update and DeepSeek v4 Catches Up To Opus 4.8?

TL;DR

• 1

  Codex and Cursor are converging on the same idea: OpenAI's new Codex Sites and Cursor's new Canvases both let teams generate internal web apps tied to company data like Gmail, Slack, and databases.

• 2

  Codex now looks a lot more like a vibe-coding platform: Riley shows a Kanban board built with a Convex database plus a custom /con skill, so tasks can be added from any chat by any connected agent.

• 3

  DeepSeek V4 is becoming a real economic threat: Lindy founder Flo Crivello says they moved 100 percent of traffic to DeepSeek V4, saving millions while seeing better performance on some core tasks than Anthropic models.

• 4

  Model pricing is becoming the whole story for consumer agents: Riley says DeepSeek V4 Pro costs about $1.30 per 1 million tokens versus $30 for Opus 4.8 and $35 for GPT-5.5, which he argues makes premium agents too expensive for everyday users.

• 5

  Apple may be turning iMessage into an agent platform: poke.com is now an officially approved iMessage agent, and Riley expects WWDC could introduce a broader approval flow for companies to ship agents inside Messages.

• 6

  Hermes and Microsoft both signal the stack is widening: Hermes launched a desktop app as an open alternative to Claude-style super apps, and Microsoft introduced an always-on OpenClaw companion, new hardware, and fresh AI models Riley plans to test.