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 14 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
Coogan: METR Study Found AI Coding Tools Made Developers 19% Slower
“The meter team did these evaluations where they ran a randomized control trial to see how much AI coding tools speed up open source developers, and what they found was that developers said that they expected products like cursor and windsurf to improve them by…”
Hotz: AI application wrappers like Cursor and Windsurf will fail
“And then on top you have, like, completely worthless things like cursor and windsurf you know, these character AI, all these people who think, oh, we're the app, we're gonna get the ARR. No, that worked in the web, it won't work for AI”
Hays: All Windsurf Employees Receive Accelerated Vesting in Cognition Acquisition
“This transaction is structured that 100% of Windsurf employees will participate financially. They will also have all their vesting cliffs waived. And we'll receive fully accelerated vesting for their work today.”
Scott Wu Denies Windsurf Was a Shell, Retained Product and Team
“Obviously there were all these stories breaking out on Twitter and everything going on and people were saying, well, you know, the thing that's left is just a shell. And we looked at it and we said, well, actually, I don't know if that's right. You know, it's …”
Masad: Low switching costs threaten VS Code forks like Cursor and Windsurf
“I think, especially on the VS Code Wars, the switching costs being so low, Is, is going to be a challenge for them. You can go from Copilot to Windsurf to Cursor in like five minutes.”
Coogan: Google Acquiring Windsurf Should Have Been Antitrust Rubber Stamp
“This is textbook. They should be able to acquire this company, right? Like, cursors out there. They're not acquiring the market leader.”
Hays: Windsurf Reached ~$40M Run Rate in One Year
“This year, Anthropic, you know, Windsurf went from zero to somewhere around a forty million dollar run rate.”
Jeff Wang Confirms Cognition Is Acquiring Windsurf
“I mean, this is a real acquisition. We are being acquired by cognition.”
Brown: Windsurf Succeeds Against Cursor by Prioritizing Enterprise Integration
“A reason that Windsurf has been successful as a Cursor competitor is they lean way harder on enterprise than Cursor has. Like, they have really designed for enterprise integration, whereas Cursor really has not.”
Hays: Google spent billions to acquire Windsurf's intellectual property
“They, of course Google did buy, you know, spend however many billions on, on acquiring the Windsurf IP, so not super surprising.”
Wang: Channel partners are closing seven-figure deals for Windsurf
“Some of our partner partners have already started bringing in seven figure deals even without even trying the product.”
Wang: Windsurf shifted to 100% channel partners in February
“We made the decision to go a hundred percent partners back in February.”