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- Cognition AI acquires Windsurf after Google poaches top execs, ending OpenAI talks
Cognition AI acquires Windsurf after Google poaches top execs, ending OpenAI talks


Top stories today:
- Cognition AI acquires Windsurf after Google poaches top execs
- Meta’s “Superintelligence” may drop “Behemoth” for closed model
- U.S. inflation seen accelerating in Jun. on tariffs
- NVIDIA to resume H20 AI chip sales to China after U.S. greenlight
- Elon’s Grok adds “Companion” AI avatars, including NSFW anime, to iOS app
0. Data and calendar

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Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):
1. Cognition AI acquires Windsurf after Google poaches top execs, ending OpenAI talks

Cognition will waive 100% of Windsurf employees’ vesting cliffs and give them “fully accelerated vesting for their work to date,” co-founder Scott Wu said.
The deal comes amid Meta, Google, and OpenAI are racing against one another to scoop up top AI talent.
Fri.: the $4.2B deal by Google was announced to acquire Windsurf’s co-founders and senior researchers.
Cognition is known for its Devin AI coding assistant, which competes with Windsurf, Cursor, and others.
TBD: the financial terms of the deal.
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3. Meta’s “Superintelligence” lab may drop “Behemoth” for closed AI model
Open-weight Llama 4 Behemoth was announced in Apr. as Meta’s most powerful LLM, outperforming GPT-4.5, Claude Sonnet 3.7, and Gemini 2.0 Pro on benchmarks:
“Superintelligence” lab chief Alexandr Wang reportedly discussed the plans with Meta’s ~2K AI workers on Tue.
Meta had finished training its “Behemoth” model but was delayed reportedly due to poor internal performance.
The teams working on “Behemoth” stopped running new tests on it after the “Superintelligence” was announced in Jun.