谷歌最新AI人才交易:Windsurf CEO Varun Mohan等人加盟

谷歌最新AI人才交易:Windsurf CEO Varun Mohan等人加盟

2025-07-13Technology
--:--
--:--
1
mikey1110早上好,我是David。今天是7月14日,星期一,欢迎收听你的专属Goose Pod。
2
嗨,我是Emiky。今天我们来聊聊谷歌和AI代码新创公司Windsurf的这笔重磅交易。
1
我们开始吧。上周五,谷歌宣布了一个大动作,他们挖来了AI代码初创公司Windsurf的CEO Varun Mohan和他的几位核心研发成员。但这笔交易有点特别。
2
是啊,这可不是直接收购公司。谷歌更像是花重金‘买人’。这笔交易被称为‘反向人才收购’,谷歌为此支付了超过20亿美元,换来了顶尖人才和部分技术的非独家使用权。
1
要理解这笔交易,我们得先看看Windsurf这家公司。它在AI编程领域非常火,尤其以所谓的‘氛围感编程’(vibe coding)而闻名,在短短两年内,年收入就从一千万美元增长到了四千万美元。
2
‘氛围感编程’这个词很有趣,对吧?简单来说,你不用写非常精确的指令,只需要向AI描述你想要代码的‘感觉’或大致方向,AI就能帮你生成代码。这大大降低了编程的门槛。
1
没错。更有意思的是,在谷歌出手之前,OpenAI本来打算以30亿美元的天价完全收购Windsurf。这足以说明Windsurf的价值。
2
但那笔交易最后告吹了。据说是因为OpenAI的大金主微软在技术知识产权的授权问题上和Windsurf没谈拢,结果让谷歌抓住了机会,后来居上。
1
这整个事件,完美揭示了当下硅谷激烈的‘AI人才战争’。现在竞争的焦点已经从单纯的技术和产品,转向了争夺最顶尖、最聪明的大脑。各大巨头都在不惜血本地挖人。
2
简直就像一场高智商的棋局!比如Meta就在疯狂地从OpenAI挖人,薪水开得高到离谱。OpenAI的CEO山姆·奥特曼还对此评论说,‘传教士终将战胜雇佣兵’,意思是他更看重那些真正有使命感的员工。
1
说得好。而且这也不仅仅是人才之争,更是对未来的控制权之争。微软有自己的AI编程助手Copilot,现在谷歌引进了Windsurf团队,就是要直接挑战微软和OpenAI在这个领域的霸主地位。
2
是的,这就像抢占山头。谁能提供最好用的开发者工具,谁就能吸引最多的开发者,从而建立起自己的生态系统。大家都想成为那个别人离不开的平台,这才是最终目的。
1
这次交易最深远的影响,可能是改变了科技巨头的竞争策略。这种‘反向人才收购’模式,让他们可以只‘买人租技术’,既能快速获得创新能力,又能巧妙地避开反垄断审查的麻烦。
2
而且这也凸显了顶尖人才的价值已经高到不可思议。现在有个说法很流行,‘最顶级的AI构建者比他们创建的公司本身更有价值’。听起来很夸张,但这笔交易恰恰证明了这一点。
1
展望未来,这场人才战争只会愈演愈烈,我们可能会看到更多这样创新的交易模式。同时,新的关键技能,比如‘情境工程’,正在成为新的焦点。
2
对开发者来说,这意味着未来会有更强大、更智能的AI编程工具出现,让创造新事物变得前所未有的简单。
1
好了,今天的讨论就到这里。感谢mikey1110收听Goose Pod。
2
我们明天见!

## Google Hires Windsurf CEO Varun Mohan in Latest AI Talent Deal **Report Provider:** CNBC **Author:** Jordan Novet **Publication Date:** July 11, 2025 **Topic:** Artificial Intelligence (AI) Talent Acquisition ### Key Findings: Google has announced a significant move in the ongoing "AI talent wars" by reaching an agreement to bring **Varun Mohan**, the co-founder and CEO of AI coding startup **Windsurf**, to Google DeepMind. This deal also includes the hiring of other senior research and development employees from Windsurf. ### Deal Details and Implications: * **Talent Acquisition:** Google is acquiring key AI coding talent from Windsurf, specifically aiming to advance its work in "agentic coding." * **No Investment in Windsurf:** Google is not investing financially in Windsurf. * **Nonexclusive Technology License:** Google will obtain a nonexclusive license to certain Windsurf technologies. Windsurf will retain the freedom to license its technology to other entities. * **Focus on Gemini:** A Google spokesperson stated that the company is excited to continue bringing the benefits of its **Gemini** AI models to software developers. * **Windsurf's Future:** Windsurf's new interim CEO, Jeff Wang, indicated that most of Windsurf's team will continue to develop the Windsurf product, aiming to maximize its enterprise impact. * **Previous Acquisition Talks:** The deal with Google follows earlier discussions where Windsurf was reportedly in talks with **OpenAI** for a potential **$3 billion acquisition**. ### Context and Industry Trends: * **AI Talent War:** This acquisition highlights the intense competition for top AI talent among major tech companies. * **Competitor Activity:** * **Meta** has been actively recruiting OpenAI employees and notably added **Scale AI founder Alexandr Wang** to lead its AI strategy, backed by a **$14.3 billion investment** in his startup. * **Microsoft** is also heavily involved in AI, with CEO Satya Nadella stating that AI is composing as much as **30% of Microsoft's code**. Microsoft is also pushing an "agent mode" for "vibe coding" in its Visual Studio Code editor. * **"Vibe Coding":** Windsurf has gained popularity for its role in "vibe coding," a process that uses AI tools to write code. This trend has boosted revenue for companies like Windsurf and competitors such as **Cursor** (which OpenAI also considered acquiring). * **Startup Valuations:** The increased interest in AI coding startups has led investors to assign higher valuations to these companies. * **Precedent for Google:** This is not the first time Google has acquired talent from startups; they previously hired individuals from **Character.AI** last summer. Other companies like **Amazon** (with **Adept**) and **Microsoft** (with **Inflection**) have also absorbed AI talent through similar deals. ### Key Personnel Involved: * **Varun Mohan:** Co-founder and CEO of Windsurf, now joining Google DeepMind. * **Douglas Chen:** Co-founder of Windsurf, also joining Google. * **Jeff Wang:** Interim CEO and Head of Business at Windsurf. This strategic move by Google underscores its commitment to bolstering its AI capabilities, particularly in the rapidly evolving field of AI-assisted software development.

Google hires Windsurf CEO Varun Mohan, others in latest AI talent deal

Read original at CNBC

Chief executive officer of Google Sundar Pichai.Marek Antoni Iwanczuk | Sopa Images | Lightrocket | Getty ImagesGoogle on Friday made the latest a splash in the AI talent wars, announcing an agreement to bring in Varun Mohan, co-founder and CEO of artificial intelligence coding startup Windsurf.As part of the deal, Google will also hire other senior Windsurf research and development employees.

Google is not investing in Windsurf, but the search giant will take a nonexclusive license to certain Windsurf technology, according to a person familiar with the matter. Windsurf remains free to license its technology to others."We're excited to welcome some top AI coding talent from Windsurf's team to Google DeepMind to advance our work in agentic coding," a Google spokesperson wrote in an email.

"We're excited to continue bringing the benefits of Gemini to software developers everywhere."The deal between Google and Windsurf comes after the AI coding startup had been in talks with OpenAI for a $3 billion acquisition deal, CNBC reported in April. OpenAI did not immediately respond to a request for comment.

The move ratchets up the talent war in AI particularly among prominent companies. Meta has made lucrative job offers to several employees at OpenAI in recent weeks. Most notably, the Facebook parent added Scale AI founder Alexandr Wang to lead its AI strategy as part of a $14.3 billion investment into his startup.

Douglas Chen, another Windsurf co-founder, will be among those joining Google in the deal, Jeff Wang, the startup's new interim CEO and its head of business for the past two years, wrote in a post on X."Most of Windsurf's world-class team will continue to build the Windsurf product with the goal of maximizing its impact in the enterprise," Wang wrote.

Windsurf has become more popular this year as an option for so-called vibe coding, which is the process of using new age AI tools to write code. Developers and non-developers have embraced the concept, leading to more revenue for Windsurf and competitors, such as Cursor, which OpenAI also looked at buying.

All the interest has led investors to assign higher valuations to the startups.This isn't the first time Google has hired select people out of a startup. It did the same with Character.AI last summer. Amazon and Microsoft have also absorbed AI talent in this fashion, with the Adept and Inflection deals, respectively.

Microsoft is pushing an agent mode in its Visual Studio Code editor for vibe coding. In April, Microsoft CEO Satya Nadella said AI is composing as much of 30% of his company's code.The Verge reported the Google-Windsurf deal earlier on Friday.WATCH: Google pushes "AI Mode" on homepage

Analysis

Phenomenon+
Conflict+
Impact+
Future+

Related Podcasts

谷歌最新AI人才交易:Windsurf CEO Varun Mohan等人加盟 | Goose Pod | Goose Pod