Wed. 06/04 – State Of The AI Coding Landgrab
Techmeme Ride Home
Brian McCullough
4.7 • 984 Ratings
🗓️ 4 June 2025
⏱️ 19 minutes
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Summary
Windsurf accuses Anthropic of blocking it from AI models in a sign that competition in the AI coding space is fierce. But will the real battle happen when the likes of Microsoft and Google really go after the startups? NotebookLM is now sharable. Pump.fun is raising big money. And Nintendo didn’t send out any Switch 2 review units. What are they afraid of?
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Links:
- Windsurf says Anthropic is limiting its direct access to Claude AI models (TechCrunch)
- AI startups revolutionize coding industry, leading to sky-high valuations (Reuters)
- Google’s NotebookLM now lets you share your notebook — and AI podcasts — publicly (The Verge)
- Pump.fun plans $1B token sale at $4B valuation: Sources (Blockworks)
- How Morgan Stanley Tackled One of Coding’s Toughest Problems (WSJ)
- It’s official: There are no Nintendo Switch 2 reviews. Here’s what that means for us, and you (VGC)
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Transcript
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| 0:00.0 | Welcome to the TechMeme right home for Wednesday, June 4, 2025. I'm Brian McCullough today. |
| 0:08.5 | Winsurf accuses Anthropic of blocking it from AI models in a sign that competition in the AI |
| 0:13.4 | coding space is fierce. But will the real battle happen when the likes of Microsoft and Google |
| 0:17.8 | really go after the startups? Notebook L.M is now shareable. |
| 0:21.5 | Pump.com. Fun is raising big money, and Nintendo didn't send out any Switch to Review units. |
| 0:27.2 | What are they afraid of? |
| 0:28.5 | Here's what you miss today in the world of tech. |
| 0:34.6 | WindSurf says Anthropic is limiting its direct access to its AI models, including the newest |
| 0:40.5 | Claude 4 family and the highly popular Claude 3 models, which is a big deal because |
| 0:45.8 | Claude is popular with coders, I'm led to believe, quoting TechCratch. |
| 0:50.1 | WindSurf CEO Varroon Mohan said in a post on X Tuesday that Anthropic gave WinSurf little notice for this change, |
| 0:56.7 | and the startup now has to find other third-party compute providers to run several of Anthropics' most popular AI models on its platform. |
| 1:03.2 | We have been very clear to Anthropic that this is not our desire. |
| 1:06.6 | We wanted to pay them for the full capacity, said Mohan on X. |
| 1:10.0 | We are disappointed by this decision and |
| 1:11.9 | short notice, end quote. In a blog post, WinSurf said it has some capacity with third-party |
| 1:17.7 | inference providers, but not enough, so this change may create short-term availability issues |
| 1:22.4 | for windsurf users trying to access Claude. The decision comes just a few weeks after Anthropic seemed to pass over |
| 1:28.9 | WinSurf during the launch of Claude 4, the company's new family of models, which offer industry |
| 1:33.4 | leading performance on software engineering tasks. On launch day, WinSurf said it did not receive direct |
| 1:38.3 | access from Anthropic to run Claude 4 on its platform and still hasn't. This forced the company |
| 1:42.9 | to rely on a workaround that's more |
... |
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