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Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing ...

Cognition rescues Windsurf, Nvidia can sell H20s to China, and Grok 4 and Kimi K2 point to future avenues of model improvement ...

Meta won another fair use case, even though the judge wanted to rule against LLMs; he’ll have a hard time doing so.

Positioning AI contenders — and losers — by their tech philosophy and business potential.

The best Stratechery content from the week of July 7, 2025, including who invests and why, Apple’s search for an AI partner, and if Xi Jinxping is on his way out.

Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing the startup ecosystem.

Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing the startup ecosystem.

This is how I opened January 2023’s AI and the Big Five: The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable ...

Microsoft’s gain, meanwhile, is OpenAI’s loss, which is dependent on the Redmond-based company for both money and compute: the work its employees will do on AI will either be Microsoft’s by virtue of ...