Agenda:
00:00 Windsurf was dead—then this deal changed everything
05:00 The Windsurf x Google x Cognition saga explained
09:00 The OpenAI deal collapsed—what really happened
15:00 FTC rules forced a brutal deal structure—who lost?
17:00 The investors’ returns: who actually made money?
21:30 Will Google’s corp dev team get fired over this?
23:00 Cognition’s genius $220M acquisition of Windsurf: Most brilliant Deal of the Year
26:00 The biggest recruiting flex in Silicon Valley this year
35:00 “Roll your own SaaS” is complete nonsense
38:00 Lovable vs Cursor vs Replit: who wins the coding war?
41:00 Why Lovable could be the ChatGPT of builders
44:00 Will these vibe-coded apps become durable businesses?
48:00 The shocking churn rates hidden inside AI SaaS
55:00 Are these $2B valuations actually... cheap?
56:30 Grok just destroyed GPT-4 in benchmarks—WTF?!
01:01:00 Why Grok might overtake OpenAI in the next 12 months
01:11:00 Meta just invested $3.5B in Ray-Bans—WTF?
01:12:30 Should every S&P 500 company buy Bitcoin now?
01:15:00 Will Meta kill open source? What happens to Llama 5?