Cognition acquires Windsurf, OpenAI builds a browser, and LangChain, Replit, Amazon, and xAI go big.
Windsurf, a code-writing AI startup valued at around $1.25 billion with $82 million in ARR and hundreds of thousands of users, lost its CEO, co‑founder, and top R&D staff to a $2.4 billion Google licensing deal and was subsequently acquired by competitor Cognition, which deemed Windsurf’s tech, IP, and team a strategic fit for its Devin AI platform.
xAI has launched Grok 4 and its multi‑agent version Grok 4 Heavy, alongside a premium $300/month “SuperGrok Heavy” subscription featuring early access and advanced tools. The models reportedly outperform rivals on benchmarks, but concerns emerged over alignment linking responses to Elon Musk’s public views.
OpenAI is preparing to launch an AI-powered web browser built on Chromium in the coming weeks to directly challenge Google Chrome. It integrates a ChatGPT-style interface and the “Operator” AI agent to assist with tasks like bookings and form-filling, while giving OpenAI greater access to user data, posing a potential threat to Google’s ad-centric revenue model.
LangChain is raising a ~$1 billion valuation Series B, led by IVP, marking its entry into unicorn status. Originally built to help LLMs interact with tools, the company has pivoted to developer‑focused LLMOps with its LangSmith platform, now driving $12–16M in ARR.
Replit and Microsoft announced a strategic partnership to bring Replit’s AI-driven “vibe coding” platform to enterprise users via Azure. It enables business teams to build and deploy secure applications using natural language, with integrations into Azure Container Apps, VMs, and Neon Serverless Postgres, and availability through the Azure Marketplace.
Amazon Web Services will unveil an AI agent marketplace at the AWS Summit in New York. Startups like Anthropic can list agents for sale, while enterprises can browse, demo, deploy, and be billed via AWS. AWS takes a commission, similar to app stores, and the move positions Amazon alongside Google Cloud and Microsoft’s existing marketplaces.
The newly released AWS AI IDE for prototype to production. It helps you do your best work by bringing structure to AI coding with spec-driven development.
Moonshot AI has released Kimi K2, a 1‑trillion‑parameter mixture‑of‑experts (MoE) model with 32 billion active parameters, optimized for agentic reasoning, coding, and tool-use. It reportedly outperforms top open models like DeepSeek V3 and even proprietary models such as GPT‑4.1 and Claude Opus 4 on key coding benchmarks, while offering significantly lower token costs.
Mistral AI launched Devstral Small 1.1 (24B parameters, Apache 2.0) and Devstral Medium via API. Both are optimized for agentic coding, with Small 1.1 achieving 53.6 % and Medium 61.6 % on SWE‑Bench, surpassing competing open and proprietary models, while being cost-effective.
A framework for multi-agent development and deployment.
A CLI tool for analyzing Claude Code usage from local JSONL files.
Comet, the new browser from Perplexity, launched and is available to Perplexity Max subscribers.
Reports are that gemini-beta-3.0-pro was just referenced in the latest Gemini-CLI commit.
A fake “Solidity Language” extension on Open VSX, used by the Cursor AI IDE, concealed malware that silently installed a backdoor and crypto-stealer via PowerShell scripts. This extension never made it into VS Code because the marketplace team banned it about 2 seconds after it was published.
Alex Albert from Anthropic announced that Claude Code is now natively available for Windows, a long awaited update for many.
A randomized controlled trial by nonprofit METR found that experienced open-source developers using AI tools (like Cursor with Claude models) took 19% longer to complete familiar tasks than those coding manually, even though they believed they’d been 20% faster.
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