OpenAI acquires Windsurf for $3B, completing the hilarious pattern of an Ouroboros. Are we in an AI bubble?

Insights on OpenAI buying Windsurf + appointing a CEO of applications: applications are becoming router of different models. This acquisition reduces the multiplexing to other models and the full vertical seamless integrations.

Insights on why the AI wave is different, Cursor's rise from $100m to $300m ARR in a few months, thesis for why:

• AI wave is different than the cloud wave
• AI is being bought, while SaaS was being sold, AI products are pulled so they grow faster.
• Data advantage might be the only/ ultimate moat in AI, github copilot had the data, distribution, resources, advantage, but Cursor is still winning due to better UX.

GPT model stopped learning Croatian 🇭🇷, nobody could figure out why, turns out Croatian users (HRLF) were more prone to downvote messages. Lol. Read More.

replace the loops with downloading the videos

https://x.com/kentskooking/status/1922570670132604967

https://x.com/kentskooking/status/1921464932119286053