OpenAI targeting largest acquisition yet

Author

Noel Moldvai
April 17, 2025

TL;DR. Who knew within a couple of months that the term and movement “vibe coding” would become synonymous with “tres commas” (iykyk). OpenAI is looking for its biggest acquisition yet and Windsurf just might fit the bill. On another note, AI researchers and policy analysts decided to get together and predict the future in what they call AI 2027. It took damn near 2 hours to get through the thought piece, but boy was it worth it.

OpenAI in talks to pay about $3B to acquire AI coding startup Windsurf

OpenAI is negotiating a $3B acquisition of Windsurf (formerly Codeium), a fast-rising AI coding assistant, in a move that would mark its biggest acquisition to date. With rivals like Cursor and Replit gaining traction, OpenAI is racing to stay dominant in the “vibe coding” movement. Windsurf is backed by Founders Fund, Kleiner Perkins, and more.

AI 2027

A team of AI researchers and policy analysts forecast a scenario in which superhuman AI transforms the world by 2027. The detailed report lays out two paths—“race” vs. “slowdown”—based on current trajectories. It aims to spark informed debate and encourage competing visions of our AI-powered future, backed by expert tabletop simulations.

Trump administration reportedly considers a US DeepSeek ban

The Trump administration is weighing a ban on DeepSeek’s access to Nvidia chips and potentially restricting American users from its AI services. The move reflects rising concerns over China’s rapid AI gains and allegations that DeepSeek cloned OpenAI models. The crackdown could reshape access to cheap, powerful AI tools.

Nvidia to make AI supercomputers entirely in U.S.

In response to looming tariffs, Nvidia announced plans to build AI supercomputers entirely in the U.S., with factories underway in Texas and Arizona. Partnering with Foxconn and Wistron, Nvidia is committing $500B in U.S. AI infrastructure over four years, bolstering domestic chip self-sufficiency and supply chain resilience.

Lessons from recent high-profile liquidity events inn private markets

Liquidity events can hold great significance in the private markets. They come in various forms: when shareholders turn their equity into cash, when a company goes public, or when one firm acquires another, for example. Liquidity events can even be part of a startup’s compensation strategy. Several recent high-profile liquidity events showcase how cash infusions can impact investors in the private markets. Here are a few lessons to take from them.

Quick Takes

Cheerio! Until next week.
-Noel