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    OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

    (www.theverge.com)
    766 points rcchen | 15 comments | 11 Jul 25 21:35 UTC | HN request time: 1.276s | source | bottom
    1. wagwang ◴[11 Jul 25 21:50 UTC] No.44537111[source]▶
    All of this game of thrones is going to create an amazing documentary if AI capabilities taper off and valuations vaporize.
    replies(8): >>44537161 #>>44537163 #>>44537167 #>>44537304 #>>44537306 #>>44537576 #>>44537697 #>>44539538 #
    2. tamersalama ◴[11 Jul 25 21:56 UTC] No.44537161[source]▶
    Are the AI capabilities tapering-off, or commoditized? Building the next Windsurf (iteration 0) doesn't feel it's quite niche anymore.
    replies(1): >>44537182 #
    3. ◴[11 Jul 25 21:56 UTC] No.44537163[source]▶
    4. h1fra ◴[11 Jul 25 21:57 UTC] No.44537167[source]▶
    I know David Fincher is jumping on his seat
    5. wagwang ◴[11 Jul 25 21:58 UTC] No.44537182[source]▶
    I think the current valuations imply at least 2 magnitudes of improvement over existing functionality.
    6. DiscourseFan ◴[11 Jul 25 22:15 UTC] No.44537304[source]▶
    Obviously these things are difficult to tell from the outside
    7. xyst ◴[11 Jul 25 22:15 UTC] No.44537306[source]▶
    Apparently somebody missed crypto mania between 2019-2022
    replies(1): >>44537395 #
    8. sothatsit ◴[11 Jul 25 22:27 UTC] No.44537395[source]▶
    AI has nothing in common with crypto other than it being hyped a lot. The better comparison is the dot-com bubble.
    replies(2): >>44537447 #>>44539406 #
    9. koolba ◴[11 Jul 25 22:33 UTC] No.44537447{3}[source]▶
    > AI has nothing in common with crypto other than it being hyped a lot.

    Don’t forget all the GPUs. Nvidia always gets its cut.

    replies(1): >>44537517 #
    10. sothatsit ◴[11 Jul 25 22:41 UTC] No.44537517{4}[source]▶
    How did I forget about the GPUs! I have made a grave mistake, please forgive me.
    11. asdev ◴[11 Jul 25 22:50 UTC] No.44537576[source]▶
    Gary-Marcus-eating-popcorn.gif
    12. zer00eyz ◴[11 Jul 25 23:05 UTC] No.44537697[source]▶
    > if AI capabilities taper off

    AI growth has slowed to a crawl, and it's priced it self out vs cost of compute.

    NVIDIA feels a lot like SUN.

    > amazing documentary

    Been there, done that: 2001, Startup Dot Com https://www.youtube.com/watch?v=cP4PGjnZwJE

    13. lionkor ◴[12 Jul 25 04:55 UTC] No.44539406{3}[source]▶
    Well it's also being slammed into everything everywhere, its just more useful so it has even more places where it's being put
    14. seydor ◴[12 Jul 25 05:24 UTC] No.44539538[source]▶
    If by Documentary, you mean a new Silicon Valley sitcom, yes , all the ingredients are there: The AGI believers, the doomers, the "cure all diseases" people, the board drama, the money grabbers, the VC dance , the poaching, the lawsuits for copyrights ... there s a whole new universe of caricatures
    replies(1): >>44540056 #
    15. sinenomine ◴[12 Jul 25 07:30 UTC] No.44540056[source]▶
    Even a very risky attempt at "cure all diseases“ is worth all this economic upheaval, though.

    And AI applied to biomedicine arguably already delivered some acceleration.