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

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Top stories today:

  1. Cognition AI acquires Windsurf after Google poaches top execs
  2. Meta’s “Superintelligence” may drop “Behemoth” for closed model
  3. U.S. inflation seen accelerating in Jun. on tariffs
  4. NVIDIA to resume H20 AI chip sales to China after U.S. greenlight
  5. Elon’s Grok adds “Companion” 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 today’s newsletter (beware of hallucinations):

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

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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.

Relatedly, Mark Zuckerberg teased “several” multi-GW data centers, with the 1st, Prometheus, expected in 2026

4. U.S. inflation seen accelerating in Jun. as tariffs push CPI, core CPI +0.3% MoM

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