OpenAI’s Windsurf Crash, Grok’s Wild Week, Replace Tim Cook? — With Aaron Levie

AI Industry Trends - OpenAI's Windsurf deal fell through [1] - The report questions OpenAI's current state [1] - The report discusses the percentage of AI spend allocated to coding [1] - Google is making moves in AI code [1] - Grok 4 has been released [1] - The report considers whether Grok demonstrates the continued validity of scaling laws [1] Company Strategy & Market Valuation - The report explores whether Box would collaborate with Grok [1] - NVIDIA's market capitalization reached $4 trillion [1] - The report questions whether the AI sector is experiencing a bubble [1] Leadership & Potential M&A - The report raises the question of whether Tim Cook should step down from Apple [1] - The report speculates about a potential merger between Apple and OpenAI [1]