US firms see talent as a moat to be captured and defended but China treats talent as an asset to be distributed across strategic domains

Windsurf was a rising artificial intelligence (AI) start-up – until it wasn’t. Days after OpenAI’s US$3 billion acquisition deal collapsed, Windsurf’s founders and top researchers joined Google DeepMind under a non-exclusive licensing agreement. What remained was sold to another company. Windsurf, as an independent innovator, ceased to exist.

This is how many AI start-ups today end. Not through product failure but talent extraction. Big Tech no longer needs to buy companies to consolidate power – it only needs the talent core.

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