Windsurf's Wild Weekend, SpaceX Invests $2B into xAI, Zuck's AI Data Supercluster | Jeff Huber, Scott Wu & Jeff Wang, Carl Pei, Garrett McCurrach

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Jul 14, 2025

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Carl Pei, the co-founder of OnePlus and founder of Nothing, discusses the challenges in smartphone innovation and AI-driven software. Garrett McCurrach, CEO of Pipedream Labs, shares insights on developing underground logistics for last-mile deliveries. Jeff Huber, a tech veteran from Google, emphasizes AI's potential to enhance human capabilities and the necessity of adapting to rapid changes in technology. Together, they explore the implications of significant tech acquisitions and the evolving landscape of AI.

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INSIGHT

Windsurf Deal Complexity Revealed

The Windsurf acquisition was initially misunderstood as employees being screwed but later revealed to be a complex trade deal implementation.
The deal included finishing vesting cliffs and financial participation for all employees, restoring morale and industry confidence.

ADVICE

Founders Must Protect Employees

Founders should personally negotiate employee incentives during acquisitions to protect their teams.
Doing so can lead to long-term team retention and improved deal outcomes, exemplified by past company sales.

INSIGHT

Meta's AI Super Cluster Ambition

Zuckerberg is aggressively investing in a massive AI super cluster called Prometheus aiming for a one-gigawatt scale.
This infrastructural leap signals Meta's long-term commitment to leading AI hardware capabilities.

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(00:36) - Windsurf's Wild Weekend
(04:50) - Cognition to Acquire Windsurf
(13:06) - Timeline Reactions to Windsurf Deal Collapse
(26:43) - Windsurf Timeline of Events Breakdown
(57:40) - Zuck's New AI Data Supercluster
(01:10:53) - Space X Invests $2B into xAI
(01:19:39) - Casey Neistat Joins ModRetro
(01:21:10) - Timeline
(01:30:01) - Jeff Huber, a seasoned technology executive and entrepreneur, has held pivotal roles such as Senior Vice President at Google, where he led the development of Google Ads, Apps, and Maps, and founding CEO of GRAIL, a company focused on early cancer detection. In the conversation, Huber discusses the transformative potential of artificial intelligence, emphasizing its capacity to enhance human capabilities and the importance of embracing change to stay ahead in a rapidly evolving technological landscape.
(01:59:16) - Scott Wu, born in 1997, is the founder and CEO of Cognition AI, renowned for developing Devin, the world's first autonomous AI software engineer. In the conversation, he discusses the recent acquisition of Windsurf by Cognition, highlighting the complementary strengths of both teams and products, and expressing enthusiasm for the collaborative opportunities ahead. Jeff Wang is the interim CEO of Windsurf, an AI-powered code development startup. Previously serving as Head of Business, he stepped into the CEO role in July 2025 after Google hired Windsurf’s founders and R&D leads . Under his leadership, Windsurf continues operating independently, with Cognition acquiring its remaining product, tech, and team to integrate into its AI platform Devin.
(02:12:07) - Carl Pei, a Chinese-born Swedish entrepreneur, co-founded OnePlus in 2013 and later founded Nothing in 2020. In the conversation, he discusses the stagnation in smartphone hardware innovation and envisions a future where AI-driven operating systems replace traditional apps, creating a more personalized and proactive user experience. Pei also critiques major tech companies for becoming overly corporate and losing their creative edge, emphasizing the need for genuine innovation in the industry.
(02:41:43) - Garrett McCurrach, CEO of Pipedream Labs, is pioneering underground logistics to revolutionize last-mile delivery. He discusses the company's development of a subterranean network where autonomous robots transport goods through underground pipes to modular kiosks, enabling rapid and cost-effective deliveries. McCurrach also highlights the acquisition of a rapid fulfillment center in Austin to support this network, aiming to optimize delivery methods by integrating drones and autonomous vehicles for efficient, scalable logistics solutions.

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