{"id":35159,"date":"2025-07-14T16:31:27","date_gmt":"2025-07-14T20:31:27","guid":{"rendered":"https:\/\/www.duck9.com\/blog\/?p=35159"},"modified":"2025-07-15T10:10:03","modified_gmt":"2025-07-15T14:10:03","slug":"windsurf-google-deal-windsurf-cognition-labs-deal-jeff-wang-varun-mohan","status":"publish","type":"post","link":"https:\/\/www.duck9.com\/blog\/windsurf-google-deal-windsurf-cognition-labs-deal-jeff-wang-varun-mohan\/","title":{"rendered":"Windsurf \/ Google Deal. Windsurf Cognition Labs Deal. Jeff Wang. Varun Mohan"},"content":{"rendered":"
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Fund Of Founders<\/div>\n
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Here is most of what I\u2019ve gathered on the Windsurf \/ Google Deal<\/p>\n<\/td>\n<\/td>\nThe founders and dozens of engineers are going to Google. This group, along with the preferred shareholders will be sharing the $2.4B headline number. The exact split is unknown but investors are making some money<\/p>\n<\/td>\n<\/td>\n<\/tr>\n
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Steve Jobs Texted me on 650-283-8008 in the same way that Mr Jobs called Bill Hewlett <\/span><\/span><\/div>\n
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9:59<\/span><\/span> video sums up 14 chapters of a book coming out 11-11-2019 “What They Will NEVER Teach You at Stanford Business School”
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Here is most of what I\u2019ve gathered on the Windsurf \/ Google Deal<\/div>\n
The founders and dozens of engineers are going to Google. This group, along with the preferred shareholders will be sharing the $2.4B headline number. The exact split is unknown but investors are making some money on the deal and the founders plus this select group are making a ton. <\/div>\n
That brings us to the hundreds of employees that aren\u2019t going to Google. From what I\u2019ve heard they are all getting screwed regardless of their vesting status. Their consolation prize is that they now own 100% of the original company. <\/div>\n
Windsurf\u2019s leadership is making the argument that this is a win for those that aren\u2019t joining Google. Their claim is that Windsurf still has a meaningful amount of revenue and a solid balance sheet. But Windsurf will now be facing intense competition from not only its former founders and engineers who are now at Google, but every other company in code gen that they were already completing with \/ losing to (Cursor, Anthropic, etc). Given that Google now has a license to the core technology, it is safe to assume that the Windsurf will struggle and on a longer time horizon will be a zero. <\/div>\n
This structure appears to be very similar to Google\u2019s deal with CharacterAI. Google effectively acquired Noam Shazeer and left CharacterAI employee owned. The difference there is that Google had no desire to compete in AI companionship, they just wanted Noam and some key people. Windsurf is a left in a much worse position. <\/div>\n
My read is that the Windsurf leadership team was desperate to find a way out and facing competition from the labs and Cursor structured a deal to benefit themselves. Why they thought they could structure a deal like this and get away with it is anyones guess. At this point, I imagine all the parties involved are scrambling to try to find a resolution because if things stay as they are, it will be a massive stain on the industry.<\/div>\n
We will probably see some more facts come out in the next 24 hours. I hope that Windsurf\u2019s founders work quickly with all parties to properly take care of their team.<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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Fashion Week’s front row
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\nWhat A Super Model Can Teach a Harvard MBA About Credit <\/span>www.slideshare.net\/larrychiang\/what-a-super-model-can-teach-a-harvard-mba-about-credit<\/a><\/span><\/span>American Express hosts me mentoring you about FICO scores at New York Fashion Week
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t.co\/inxTmZAj<\/a><\/span><\/span>My video boils down 20,000 hours and moves you to the right on the entrepreneur bell curve 
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http:\/\/www.youtube.com\/watch?v=eudADPfTWiE<\/span><\/span>CEO of Duck9
\nFounding EIR @Stanford<\/span>Duck9 = “Deep Underground Credit Knowledge” 9
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\n<\/span>650-566-9696<\/span><\/span> (direct)
\ncell: 650-283-8008<\/span>****************
\nEditor of the widely syndicated “What They Don’t Teach at School”
\n<\/span>whattheydontteachyouatstanfordbusinessschool.com\/blog<\/a><\/span><\/span>CNN Video Channel: <\/span><\/p>\n<\/div>\n
ireport.cnn.com\/people\/larrychiang<\/a><\/span><\/span>Read my last 10 X posts at <\/span><\/div>\n
www.X.com\/LarryChiang<\/a><\/span><\/span>Author of #WTDTYASBS a NY Times Bestseller released 09-09-09 at #NYFW on a runway under the tents
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whattheydontteachyouatstanfordbusinessschool.com\/blog\/?s=Ny+times+bestseller<\/a><\/span><\/span><\/div>\n
www.fastcompany.com\/embed\/c0d4562ea2049<\/a><\/span><\/span>52 Cards. Two Jokers. What They DO Teach You at Stanford Engineering
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http:\/\/www.youtube.com\/watch?v=OFGY7v9C4G0&<\/span><\/span>Hunter Pence shared thoughts before winning WORLD SERIES’ Game #7
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Fund Of Founders     Jordi Hays \u2066\u202a@jordihays\u202c\u2069 Here is most of what I\u2019ve gathered on the Windsurf \/ Google Deal The founders and dozens of engineers are going to Google. This group, along with the preferred shareholders will be sharing the $2.4B headline number. The exact split is unknown but investors are making some […]<\/p>\n","protected":false},"author":1,"featured_media":35160,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[36],"tags":[],"class_list":["post-35159","post","type-post","status-publish","format-standard","hentry","category-duck-chapter-9-startup-bankruptcy"],"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/35159","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/comments?post=35159"}],"version-history":[{"count":3,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/35159\/revisions"}],"predecessor-version":[{"id":35180,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/35159\/revisions\/35180"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/media\/35160"}],"wp:attachment":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/media?parent=35159"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/categories?post=35159"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/tags?post=35159"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}