The rumors of OpenAI potentially acquiring Windsurf last week triggered a whole round of new takes on the internet: concerns about moving up into the application layer, fears of widespread consolidation, and our perennial favorite, concerns about the demise of all AI application startups when OpenAI inevitably creates super-intelligence. We’ve talked about many of these topics in the last year — where innovation will come from, when and whether acquisitions will happen, and the ongoing claims th...