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Top stories today:
- Cognition AI acquires Windsurf after Google poaches top execs
- Metaās āSuperintelligenceā may drop āBehemothā 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
- Elonās Grok adds āCompanionā AI avatars, including NSFW anime, to iOS app
0. Data and calendar
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All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. Cognition AI acquires Windsurf after Google poaches top execs, ending OpenAI talks
Cognition will waive 100% of Windsurf employeesā vesting cliffs and give them āfully accelerated vesting for their work to date,ā 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 Windsurfās 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. Metaās āSuperintelligenceā lab may drop āBehemothā for closed AI model
Open-weight Llama 4 Behemoth was announced in Apr. as Metaās most powerful LLM, outperforming GPT-4.5, Claude Sonnet 3.7, and Gemini 2.0 Pro on benchmarks:
āSuperintelligenceā lab chief Alexandr Wang reportedly discussed the plans with Metaās ~2K AI workers on Tue.
Meta had finished training its āBehemothā model but was delayed reportedly due to poor internal performance.
The teams working on āBehemothā stopped running new tests on it after the āSuperintelligenceā was announced in Jun.
