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July 12, 2025, 6:05 PM
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| M.G. Siegler / Spyglass: |
OpenAI's failed Windsurf deal signals broader M&A challenges for OpenAI until it renegotiates its deal with Microsoft — In our current M&A environment in the AI space, there are but two types of deals: ‘hackquisitions’ and ‘hackquihires’. At first, they seemed like they were the same deal …
More: The Information, The Hans India, Channel NewsAsia, Australian Financial Review, and Wired. Bluesky: @marypcbuk
| Bloomberg: |
Sources: Google is paying $2.4B for a nonexclusive license to certain Windsurf tech and hire some of its employees, but won't be taking a stake in the company — Google is hiring Windsurf Chief Executive Officer Varun Mohan and co-founder Douglas Chen, along with a small group of staffers …
More: Wall Street Journal, Benzinga, Tech in Asia, TechSpot, Reuters, Reuters, Livemint, and nextbigwhat
| Hayden Field / The Verge: |
Google hires Windsurf CEO Varun Mohan, co-founder Douglas Chen, and some of Windsurf's R&D employees to focus on agentic coding efforts at DeepMind — Key researchers from the AI coding startup are also heading to Google. … OpenAI's deal to buy Windsurf is off …
More: Tech Startups, Inc.com, Thurrott, New York Times, Cryptopolitan, DNA India, Business Standard, Livemint, Reuters, CNBC, Financial Express, Yahoo Finance, The Indian Express, Analytics India Magazine, Neowin, implicator.ai, Moneycontrol, Benzinga, DevOps.com, WinBuzzer, and Business Insider
X: @jeffwsurf, @jeffwsurf, @officiallogank, @pitdesi, @garymarcus, @mikeisaac, @luke_metro, @thdxr, @gergelyorosz, @demishassabis, @koraykv, @devahaz, @gergelyorosz, @kyleasay_, @hipcityreg, @varunramg, @morqon, @deedydas, @prashant_1722, and @haydenfield
LinkedIn: Elena Verna, Rob Bowley, Dan Hockenmaier, Giovanni D'Antonio, and Ariel Serber
Forums: Hacker News, r/cursor, r/OpenAI, r/singularity, and Slashdot
| Allie Garfinkle / Fortune: |
More: Tech in Asia, Moneycontrol, The Information, Maginative, and Bloomberg Law. Bluesky: @quinnypig.com
| Anthony Ha / TechCrunch: |
xAI apologizes for Grok's “horrific behavior” when it wrote antisemitic posts on July 8, and blames “an update to a code path upstream of the Grok bot” — In a series of posts on X, the AI chatbot Grok apologized for what it admitted was “horrific behavior.”| Benj Edwards / Ars Technica: |
Stanford study: LLMs struggle to respond appropriately to questions about delusions, suicide, and OCD, but AI could play valuable supportive roles to therapists — When Stanford University researchers asked ChatGPT whether it would be willing to work closely with someone who had schizophrenia … | Michael Nuñez / VentureBeat: |
Moonshot's Kimi K2 uses a 1T-parameter MoE architecture with 32B active parameters and outperforms models like GPT-4.1 and DeepSeek-V3 on key benchmarks — Moonshot AI, the Chinese artificial intelligence startup behind the popular Kimi chatbot, released an open-source language model on Friday …
More: The Decoder, South China Morning Post, Tech in Asia, Simon Willison's Weblog, MarkTechPost, WinBuzzer, and Reuters
X: @igor9silva, @teortaxestex, @osoleve, @linaqruf_, @yuchenj_uw, @marcolinsight, @natolambert, @khazzz1c, @marian2js, @adonis_singh, @maltelandwehr, @indravahan, @davidtorcivia, @yeshuagod22, @pinkddle, @kaushikktiwari, @brianmcc, @aiamblichus, @fabianstelzer, @maltelandwehr, @linxule, @nir, @scaling01, @krishnanrohit, @exocija, @edgeoffira, @openrouterai, @jd_pressman, @teortaxestex, @khazzz1c, @slow_developer, @iotcoi, @designarena_ai, @waterdoggie, @hardmaru, @edwinhayward, @ns123abc, @dmvaldman, @natolambert, @airesearch12, @teksedge, @xlr8harder, @rasbt, @kalomaze, @yeshuagod22, @buidinhngoc, @teortaxestex, @darrenangle, @elliotarledge, @ft7futures, @thuleanfuturist, @emollick, @intuitmachine, @xlr8harder, @chris_j_paxton, @hrishioa, @_ngenome, @rheum_ai, @ognevtsi, @andrewcurran_, @kaushikktiwari, @kalomaze, @willfaustcuber, @cheatyyyy, @fabianstelzer, and @koltregaskes
| Maxwell Zeff / TechCrunch: |
Sam Altman announces another delay for OpenAI's open-weight model, for further safety testing; the model was slated to be released next week — OpenAI CEO Sam Altman said Friday the company is delaying the release of its open model, which was already pushed back a month earlier in this summer.
More: Business Insider, Cryptopolitan, The Decoder, The Hans India, Livemint, The Economic Times, and Benzinga
Bluesky: @quinnypig.com. X: @sama, @_aidan_clark_, @ai_for_success, @n30n_41, @angaisb_, @cryptopunk7213, @deliprao, @sog_on_bird_app, @david_kasten, @fadalaudza_, @generatorman_ai, @traskjd, @lidothegreat, @daniel_mac8, @dee_bosa, @kalomaze, @jachiam0, @miles_brundage, and @lukeolympus. LinkedIn: Gary Filan
Forums: Hacker News, r/technology, r/BetterOffline, and r/singularity
| SemiAnalysis: |
A look at Meta's revamped GenAI strategy, as Mark Zuckerberg poaches top AI talent for the Superintelligence team with a typical offer of $200M over four years — Meta's shocking purchase of 49% of Scale AI at a ~$30B valuation shows that money is of no concern for the $100B annual cashflow ad machine.
X: @staysaasy, @lefttailguy, @blader, and @mjolley22
| Simon Alvarez / Teslarati: |
Tesla rolls out Grok to some vehicles with an AMD infotainment chip; Grok comes pre-installed on new vehicles and cannot issue commands to the vehicle itself — All new Tesla vehicles delivered on or after July 12, 2025, will include Grok AI out of the box| Zack Abrams / The Block: |
Pump.fun raised $500M via a sale of PUMP tokens, which sold out in 12 minutes; it offered 12.5% of its total token supply at a fully diluted valuation of $4B — - Memecoin launchpad Pump.fun raised $600 million through its public sale of PUMP tokens, which fully sold out in just 12 minutes.| Tripp Mickle / New York Times: |
Nvidia's rise after ChatGPT's release is reminiscent of dot-com era titans like Cisco and Juniper; Cisco's share price grew over 1000x between 1990 and 2000 — The A.I. chip maker reached the landmark before Apple and Microsoft, as its value rose more than tenfold after ChatGPT's release in late 2022.| The Economic Times: |
Analysis: YC picked just four Indian startups in 2024 vs. 66 in 2021, amid a growing trend of startups shifting their parent entities to India for domestic IPOs — Y Combinator's selection of Indian startups has decreased significantly. This decline is attributed to factors …
LinkedIn: Tanishka Dubey and Ramesh Loganathan
| Cecilia D'Anastasio / Bloomberg: |
Studios like Do Big are buying Roblox games for $1M+ in a thriving secondary market; Naavik: seven of the 15 highest-earning games in June have been acquired — Game service spawns a busy after market for the most-popular titles … It sold a few months later for more than $3 million.| Kurt Wagner / Bloomberg: |
Meta has completed a deal to acquire AI voice technology startup PlayAI, and the “entire PlayAI team” is set to join Meta next week, per an internal memo — The “entire PlayAI team” is set to join Meta next week, according to an internal memo that was reviewed by Bloomberg.Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
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App Spotlight: Clean Contacts Pro for Zoho CRM — App Spotlight brings you hand-picked solutions that enhance your Zoho apps and tools. Visit Zoho Marketplace to explore all of our apps, integrations …
IDrive:
IDrive Autonomy: low-cost L2+ driver assistance with AI — L2+ driver assistance with a scalable AI stack built for automotive companies and laying the foundation for the autonomous future.
IDrive Autonomy: low-cost L2+ driver assistance with AI — L2+ driver assistance with a scalable AI stack built for automotive companies and laying the foundation for the autonomous future.Featured Podcasts
Grit:
The AI Race Has a Leaderboard | Arena CEO Anastasios Angelopoulos
Grit explores what it takes to create, build and scale world-class organizations.
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Lenny's Podcast:
Why companies are becoming a series of loops | Anish Acharya (a16z)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
GPT-6 & OpenAI's Comeback, Hugging Face Attack Debate, Ballmer's Scandalous Legacy
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Hard Fork:
The A.I. Mob That Attacked Hugging Face + METR's Ajeya Cotra
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
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Channels with Peter Kafka:
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Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
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Tools and Weapons with Brad Smith:
Connecting the Unconnected: Doreen Bogdan-Martin
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
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