Google Clones Windsurf, xAI $15B Raise, and TikTok's AI Controls
This Week in AI Newsletter 11/19/2025
Elon Musk’s xAI is looking to raise $15 billion at a $230 billion valuation. In July, the company raised $10 billion to build its Colossus data center in Memphis, with SpaceX contributing $2 billion. More here.
Early reviews for Google’s Gemini 3.0 and developers are praising its coding features and design capability. Replit’s CEO Amjad Masad, called it ‘the first non-slop AI design experience.” See reviews here, here and here.
Google has unveiled Antigravity, an AI-powered coding environment integrating Gemini with models like Claude, offering free access to individual developers and competitive pricing for teams. Notably, Varun Mohan, former Co-Founder & CEO of Windsurf, played a key role in its development after joining Google in July. This move has sparked controversy, with allegations that Mohan brought Windsurf’s code to Google to develop a directly competing product, raising significant questions about intellectual property and startup ethics. Learn more about Antigravity’s capabilities and the unfolding code dispute.
Sweden’s vibe coding unicorn Lovable just blasted past $200 million ARR only four months after hitting $100 million. CEO Anton Osika says the momentum has occurred because they chose to stay in Europe instead of chasing Silicon Valley gravity. The year-old startup has been pulling talent from Notion and Gusto into Stockholm while its open-source community powers nonstop improvements from inside Discord. Lovable has now raised more than $225 million including a $200 million Series A led by Accel. More here.
TikTok is rolling out a new control that lets you choose exactly how much AI-generated content (AIGC) appears in your feed. With a dedicated slider in the Manage Topics section, you can now fine-tune your For You page to highlight or minimize AI-created videos. More here.
Adobe is acquired Semrush for $1.9 billion in cash to bolster its marketing stack and expand its “generative engine optimization” capabilities as AI-driven search transforms how consumers discover content. The deal nearly doubles Semrush’s previous market value and highlights the surging demand for visibility within AI assistants and agents. More here.
OpenAI board member Larry Summers resigned after newly released conversations with Jeffrey Epstein. Monday, the Harvard Crimson published an article that Summers sought personal and romantic advice from Jeffrey Epstein while pursuing a woman he called a mentee, with newly released messages revealing their unusually intimate correspondence from late 2018 until the day before Epstein’s 2019 arrest. More here.
Brookfield Asset Management, the world’s largest infrastructure investor, is raising a new $10 billion AI infrastructure fund, with $5 billion already secured from backers including Nvidia and KIA. The firm estimates that building the AI infrastructure needed over the next decade will require nearly $7 trillion in investment. More here.
AI music creator Suno raised $250 million in fundraising valuing the company at $2.45 billion up from $500 million from last year. The round was led by Menlo Ventures with investments from Hallwood Media, Lightspeed, Matrix and NVentures. The company reported annual revenue of $200 million which follows the release of their Studio feature, which gears the product more towards professionals. Check out my Suno demo here and more here.