BREAKING: Devin buys Windsurf PLUS ex-Google Director Hints at a New Type of Intelligence...
AI Pod by Wes Roth and Dylan Curious | Artificial Intelligence News and Interviews With Experts
Wes Roth and Dylan Curious
5.0 • 2 Ratings
🗓️ 15 July 2025
⏱️ 90 minutes
🔗️ Recording | iTunes | RSS
🧾️ Download transcript
Summary
Two industry veterans pull back the curtain on how Big Tech really works.
Joe Ternasky and Jordan Thibodeau share straight‑talk on acquisitions, antitrust, valuations, and the future of AI‑driven engineering careers.
From OpenAI’s M&A chess moves to XAI’s Grok 4 breakthroughs, we map the next S‑curve of innovation—and the risks that come with it.
Listen in for unfiltered insight you won’t hear in the press.
Transcript
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| 0:00.0 | Like, hey, I'm Jordan Tippado. |
| 0:01.3 | This is Joe Tarnaski. |
| 0:02.3 | We're both from the Svick Podcast. Joe is a VP of Enj used to work at, oh, my God. He was at Carter. He was at Welfront. He was at Google and Microsoft in all those great places. I was at Google and Slack. I worked in M&A for about 12 years of my career. And we're in the Sikk Podcasts. Yep. So hello everyone. |
| 0:24.7 | Yeah. geez 12 years my career um and uh we're in the sick podcast yep so hello everyone |
| 0:23.2 | yeah and we'll link everything down below so check them out uh i love their coverage we |
| 0:28.7 | learn a lot every single time i feel like so thank you so much for being here and breaking |
| 0:34.2 | news just as we're starting this uh devon. Okay, okay. So Cognition Labs, the guy's |
| 0:41.1 | name is not Devin. His name is Scott Wu, I believe. Everybody calls him Devin. It's like Tim Apple, |
| 0:47.0 | Devin. He looks like a Devin. So he comes out with the CEO of WinSurf. Maybe, I guess maybe that's the new CEO or something like that. |
| 0:56.9 | So, and apparently the replacement CEO. |
| 0:59.1 | The replacement CEO. |
| 1:00.0 | Yeah. |
| 1:00.2 | And they just scoop up the rest of windsurf, which is a whole saga that we're going to get |
| 1:04.9 | into really fast. |
| 1:06.3 | And yeah, so a little bit more controversial than people I think anticipated. |
| 1:09.7 | But let's kind of start. |
| 1:12.3 | You've, you guys have been following the whole story. So opening I wants to buy windsurf, right? That's |
| 1:17.3 | kind of like what happens. Everything seems fine. Can you take us through what happened? |
| 1:23.3 | Up until today, I guess. Gosh. so opening I wanted to buy WinSurf. |
| 1:27.8 | They wanted to give them a $3 billion evaluation in opening I stock, which WinSurf |
| 1:32.5 | employees alike because opening eye stock has been going up with a rocket. |
| 1:36.0 | So that means opening I pays you $3 billion equity, but the way this thing is going, that |
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