OpenAI’s Windsurf Crash, Grok’s Wild Week, Replace Tim Cook? — With Aaron Levie

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 12 July 2025

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Box CEO Aaron Levie is back for our weekly discussion of the latest tech news. We cover: 1) OpenAi's Windsurf deal falls through 2) Is OpenAI okay? 3) What percentage of all AI spend goes to coding? 4) Google's AI code play 5) Grok 4 is out 6) Does Grok show the scaling laws are still in effect? 7) Would Box work with Grok? 8) NVIDIA hits $4 trillion 9) Are we in an AI bubble? 10) Should Tim Cook step down? 11) Could Apple merge with OpenAI? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: [email protected]

Transcript

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0:00.0	OpenAI's windsurf deal is off and the executive team is going to deep mind. Elon Musk's
0:05.9	Grock had one hell of a week, Nvidia, becomes the first $4 trillion company and should Apple replace
0:12.7	Tim Cook, as some analysts are suggesting. That's coming up right after this. Welcome to Big Technology
0:18.8	Podcast Friday edition where we break down the news in our
0:21.6	traditional cool-headed and nuanced format. Boy, we have a treat for you because today,
0:27.1	box CEO Aaron Levy is joining us to break down this week's news and we have a full slate,
0:33.1	a more than full slate because Open AI's windsurf deal is off and the team there is going to
0:40.2	google deep mind we can also talk a little bit about grok the ups and the downs the ups and vidia
0:46.2	hitting four trillion and then of course these rumors that apple wants to replace tim cook so great
0:51.2	to see you as always aaron welcome back to the show good to be here what in tech. Absolutely crazy. Let's just start with the big headline first. This just dropped right
0:58.5	before we started recording. Opening Eyes deal to buy WinSurf is off and Google will instead hire
1:03.9	the WinSurf CEO of Arun Mohan, co-founder Douglas Chen and some of WinServe's R&D employees
1:10.6	from the company to join DeepMind.
1:14.0	Google and WinSurf announced Friday.
1:17.0	So, Aaron, can you tell us about the significance of this windsurf?
1:20.9	What is WinSurf?
1:22.1	What deal were they going to have with OpenAI?
1:24.5	And what is the significance that that deal is off and they are moving instead to Google?
1:29.9	Yeah. In this industry at this point, you never get even just like one piece of news. It's always
1:34.2	multiple pieces of news embedded in one major thing. So this is this is sort of a multi,
1:40.7	I mean a multi part announcement, I guess. So Windsurf has been one of the faster-growing AI coding platforms.
1:50.1	It's an IDE that is built off of VS code that lets you have agents that automate your coding.
	...

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