The Information's TITV Microsoft CEO’s Copilot Push, Cursor Acquires Graphite, Hurdles for Waymo & Humanoids | Dec 22, 2025
27 snips
Dec 22, 2025 
Merrill Lutsky, Co-founder and CEO of Graphite, shares insights on selling to Cursor and the importance of unbiased code review. Matt McIlwain from Madrona Ventures discusses predictions for private-to-private mergers in AI software and market durability challenges. Rocket Drew, a robotics expert, warns about safety issues with humanoid robots, citing early incidents. Steve LeVine analyzes Ford's strategic withdrawal from EV production in favor of AI data centers, reflecting a significant industry shift.
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Keep Code Review Independent
- Preserve Graphite as an independent review surface that supports multiple coding tools and models.
- Integrate selectively with Cursor while keeping review pipelines distinct to avoid conflicts of interest.
Shift To Systems Of Intelligence
- The software stack is shifting from systems of record to systems of intelligence, forcing broad change.
- Expect private-to-private and public-to-private consolidation as companies seek durability and scale.
Infrastructure Wins, But Apps Capture Value
- Cloud providers will continue to win on infrastructure demand driven by AI workloads.
- The real prize is who integrates models and agents into higher-level workflows and applications.