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Google Pays $2.4 Billion to License AI Startup Windsurf

Big tech seems to have deep pockets when it comes to acquiring AI talent, shown by Google paying $2.4 billion to license the agentic coding tech of startup Windsurf. Extra drama springs from the fact that OpenAI had come close to acquiring Windsurf before the deal was reportedly blocked by Microsoft. Instead, while Google has licensed the tech and picked up Windsurf’s CEO and co-founder, Windsurf itself has been acquired by Cognition, the AI lab that created AI teammate Devin.

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Disney and OpenAI Reach Licensing Agreement for Sora

December 12, 2025

Disney has agreed to license more than 200 characters, costumes, and environments (but not voices or talent likenesses) to OpenAI for Sora, its gen AI video platform. This is highly unusual for Disney, which generally sues AI models for copyright infringement; in fact, it sued Google for that a day before announcing the OpenAI deal. Disney will also invest $1 billion in OpenAI, nicely illustrating how very eager they are to join the AI party.

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