This week on Get the Check, the hosts discuss Maya postponing this week’s recording to 6AM the morning before the release day. She did have a pretty good excuse though. The hosts dive into OpenAI’s acquisition of Windsurf for $3B. They also discuss Apple’s SVP Eddy Cue testifying in Google’s current DOJ case about their monopoly in search.

Windsurf is an AI powered coding platform used by over a million developers. The hosts talk about why OpenAI is willing to make its biggest acquisition yet for a company that tech Twitter is saying it’s just a VS Code wrapper. They dive into how OpenAI will use this aquisition to launch a better AI powered code completion and maybe even internal progress towards AGI.

~Description intermission where I break the fourth wall and ask you to give us 5 stars and follow us @getthecheckpod for exclusive short form content that we don’t include in the podcast~

Next the hosts talk about the DOJ pressuring Google to sell off Google search. Apple’s SVP of Services recently testified saying that Safari’s number of Google queries dropped for the first time in 20+ years, which led to Google’s stock dropping 7%. The hosts discuss what an AI based future of search means for Google search, which relies on ad revenue from companies that expect users to click on their link not just read Gemini's summary and close the tab.

Finally the hosts discuss Partiful finally launching a monetization strategy beyond merch. Partiful is partnering with Instacart to make group deliveries for parties easy, which sounds great but the hosts break down what the actual margins probably look like and if it’s a long term play. They also give a hot take on the Cut’s viral article about the Partiful founder’s background at Palantir.

00:00 Intro

01:54 OpenAI’s $3B acquisition of Windsurf

23:10 The future of Google Search

40:37 Partiful’s new monetization strategy