The Information's TITV Microsoft CEO’s Copilot Push, Cursor Acquires Graphite, Hurdles for Waymo & Humanoids | Dec 22, 2025
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Dec 22, 2025 
Merrill Lutsky, Co-founder and CEO of Graphite, shares insights on selling to Cursor and the importance of unbiased code review. Matt McIlwain from Madrona Ventures discusses predictions for private-to-private mergers in AI software and market durability challenges. Rocket Drew, a robotics expert, warns about safety issues with humanoid robots, citing early incidents. Steve LeVine analyzes Ford's strategic withdrawal from EV production in favor of AI data centers, reflecting a significant industry shift.
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Nadella As Hands-On Product Leader
- Satya Nadella is actively managing product details to accelerate Copilot improvements across teams.
- Microsoft is repositioning Nadella to focus deeply on AI product strategy and execution.
Copilot Faces Fierce Coding Competition
- GitHub Copilot has large user numbers but faces strong competition from newer coding tools.
- Microsoft still benefits from diverse revenue streams like Azure even if product-market share is shifting.
Graphite's Sale Started As A Partnership
- Merrill Lutsky describes Graphite's rapid growth and summer talks with Cursor that began integration plans.
- Those discussions evolved into a strategic acquisition to create a connected AI-driven developer experience.