The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 39 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Hou: 99% of AI editor rules file contents will be automatically inferred
“We strongly believe that having a rules file, you know, we do allow users to add a rules file, we strongly believe that a rules file is a crutch. You know, by the end of twenty-twenty-five, 99% of the things that you're gonna put in a rules file will be interp…”
Zach Lloyd: Warp's coding agent outperforms both Cursor and Windsurf
“Warp can code, and Warp code is at a level that's, like, comparable to cloud code. I think it's actually better than, like, Cursor's agent. It's probably better than Windsurf since they aren't, they don't have Sonnet for.”
Malde: SWE-ONE beat frontier models via user-signal post-training
“And this was the kind of major unlock for the company as well, is we had all this massive data. We were able to post train on all of that user signal and now beat the frontier.”
Hou: Users choose SWE-1 at higher frequencies than Claude 3.7 and 3.5
“People are choosing SWE-ONE because it recognizes how they do work, not necessarily how to generate code. And it's contributing, actually, an even higher frequency than models like 3.7 and 3.5.”
Windsurf aims to shift coding workflows from 80% agent to 99% agent
“And today, timelines are 80 to 90% agent, 10 to 20% human. But we're trying to build towards a future that gets the 99% agent and one percent human. We only want to ask the user for final approval.”
Mohan: Windsurf's real value is large codebase work, not 0-to-1 apps
“We had the technology to go out and build these zero to one apps very quickly, and I think people are using Windsurf to actually do that, and it's like extremely impressive, but the real value, I think, is actually much deeper than that. It's actually that you…”
Scott Wu: No customer or training data was shared in Windsurf transaction
“There was no, no, no information that was given out, for example, in terms of customer data, training data, any things like that. And so, so, you know, all of that is, is, is strictly proprietary and then remains, you know, our exclusive access.”
Hou: Windsurf's SWE-1 achieves near-frontier model results at lower cost
“And we've been able to achieve near frontier model results at the fraction of the cost, and with a significantly smaller team.”
Anthropic avoided building an IDE to target future AI model scaling
“If we want some product that has like very broad a product market fit today, we would build, you know, a cursor or a Windsurf or something like this. Like these are awesome products that so many people use every day. I use them. That's not the product that we …”
Malde: Direct user modifications, not binary feedback, drive effective AI continual learning
“I think when people think about, like, online learning, continual learning, they'll first think of, like, accept, reject, or thumbs up, thumbs down, like some of those, like, kind of binary signals. It turns out that that's actually, like, very noisy. You can …”
Mirzadegan: Windsurf had the fastest growth of any Kleiner Perkins company
“It was the most torrential growth I think I've ever seen in a KP company. It was insane.”
Wang: Windsurf employees received 10 to 12 poaching emails during merger weekend
“And I don't think it was reported, but like time was not our friend. We had customers like starting to email like, Hey, what's the, what's going to happen to the company. And we had recruiters. I think almost every employee probably got like 10 or 12 recruitin…”
Hou: 90% of code written by Windsurf users is generated by Cascade
“All of our users, 90% of the code that they're writing is generated with Cascade. That's an astonishing number. Autocomplete was more in like the 20, 30%.”
Ramachandran: Cascade goes further than any other agentic system
“This allows Cascade to be independent, but Cascade takes it further than any other agentic system. By also generating commands to be run.”
Hou: Chat interfaces are a legacy paradigm being replaced by AI agents
“We only have an agent, and it's called Cascade inside of Windsurf. Chat is a legacy paradigm, and we completely replaced it, and as you can see here, users are enjoying it, or in fact, they might not even know the difference, but they're just enjoying the high…”
Hou: Windsurf is among Anthropic and OpenAI's largest consumers
“We've had immense success getting people onto the platform, and we've been very fortunate to have the issue of being some of Anthropic and OpenAI's largest consumers.”
Hou: The future of developer tooling will eliminate copy-pasting into AI
“So we very strongly believe in a future of no copy-paste. Right? You should never have a situation where you're in a terminal, or you're in a document, or even on a website, and you're copy-pasting text into an agent. That's just not how the way the world work…”
Ramachandran: AI flows will succeed AI agents in developer tooling
“Copilots are collaborative, but can only work on small scopes. Agents can do larger tasks, but are not collaborative. Both are very useful, but we realize that this real magic will happen when the AI has the ability to be both collaborative and independently p…”
Mohan: Windsurf uses Claude for planning, proprietary models for retrieval and diffs
“No, so actually the way it works is the high-level planning that is going on in the model is actually getting done with products like the Cloud. But the extremely fast retrieval, as well as the ability to, like, take the high-level plan and actually apply it t…”
Ramachandran: Tracking developer trajectory allows AI to infer intent without prompting
“If we're actually being able to understand the kind of the trajectory of what developers are doing within the editor, right, if we actually are being able to see, like, oh, the developer just went and opened up this part of the directory and tried to view it, …”
Malde walked away from $2B DeepMind acquisition to found Trajectory.ai
“Obviously the acquisition was for two billion dollars and went over to DeepBind, and then I decided to give up all the acquisition money to start trajectory.”
Swyx: Windsurf will stick around as an active product post-acquisition
“I think Windsurf as a product is going to stick around, and people who really like Windsurf, I mean, I was a Windsurf user for a long time we are going to keep using it because it fills a need, and like, obviously, Cognition bought it for a reason.”
Mohan: The Windsurf Editor is a direct fork of VS Code
“It is a fork of VS Code, and yes, We do know the memes. But there wasn't a need to rebuild everything from scratch.”
Hou: Future AI agents will anticipate developer actions dozens of steps ahead
“In the future, we'll be looking not just one to five steps in the future, but 10, 20, 30 steps into the future. It'll be writing unit tests before you've even finished defining the function. It'll be performing code-based-wide refactors on multiple files based…”
Wang: Other companies and VCs sought deals with Windsurf before Cognition merger
“When Scott, when I talked to Scott, it was just like, Hey, this kind of makes sense. Like there was other companies. That were interested. There was actually VCs that wanted to invest. But Scott, as a person with Russell, and then I was with Graham just talkin…”
Ramachandran: Coding agents needing constant human fixes are unready for autonomy
“If the agent there has to always get human involvement to keep on fixing itself, it's probably not ready to become a full end-to-end automated system, because then we're just going to turn into a linter where, like, it produces a bunch of things and no one loo…”
Wu: Cognition has no plans to change Devin and Windsurf product philosophies
“What I would say at a high level is, look, I think spiritually, you know, we really want to maintain the philosophies of both of these products and we have no plans to change that.”
Hou: Windsurf generated 4.5 billion lines of code in three months
“So in three months, we've been generating 4.5 billion lines of code.”
Ramachandran: Executing terminal commands in Cascade will be a huge unlock
“Vern's talked about not just suggesting the terminal command, but actually executing them. Like, I think that's gonna be a huge unlock.”
Mohan: Windsurf Cascade splits planning to Claude and codebase application internally
“The high level planning that is going on in the model is actually getting done with products like the cloud, but the extremely fast retrieval, as well as the ability to like take the high level plan and actually apply it to the code base is proprietary systems…”
Mohan: In-terminal AI commands were impossible to build in VS Code
“We literally couldn't do that. In VS Code.”
Hsu: Speak mandates AI coding tools as default engineering workflow
“We try to set a culture in the engineering team where usage of these tools as much as possible and as a default path is the expectation. And in hiring We are now explicitly asking about this a lot, thinking about what are the types of people that are going to …”
Ramachandran: Autonomous terminal command execution will be a huge unlock
“I mean, of course, I mean, Vern's talked about not just suggesting the terminal command, but actually executing them. Like, I think that's gonna be a huge unlock.”
Mohan: Codeium uses proprietary autocomplete models due to poor frontier LLM FIM
“The things like autocomplete and super complete that run on every keystroke are entirely like our own models. And by the way, that is still because properties like FIM fill in the middle capabilities are still quite bad with the current non-existent. They're a…”
Swyx: Windsurf dedicated a full Redwood City office floor to video production
“They're the first company I've seen with like a real one floor of it is just dedicated to their video production. One floor of the sort of office down in Redwood city. And I've never seen that.”
Landgraf: OpenVSX powers all extensions in Cursor and Windsurf
“And together with that, we also created OpenVSX, which I think now powers all of the extensions that you see running in Cursor and also Windsurf, which is also open source under the Eclipse Foundation marketplace for VS Code.”
Wang: Prior to merger, Devin was building an IDE and Windsurf an agent
“We actually looked at each other's roadmaps, like product roadmaps and the Devon team was actually looking to build an ID and our team was actually looking to build a remote agent.”
Ramachandran: Codeium's $10/month plan primarily covers compute costs without high margins
“And so we just created a 10 dollar a month pro plan, mostly just to cover the cost. Like we're not really like operating, I think, on a much of a margin there either, but like, okay, like just to cover us there.”
McAteer: Use coding assistants to bootstrap structured prompts from raw brainstorms
“What I do, and I think what you should do is use other prompts to sort of bootstrap your prompts. So like I have it set up in cursor or in windsurf where I was telling Alessio before we started, you basically, I have like a prompt template in a prompts directo…”