Accenture Fires the Untrainable

Accenture just fired thousands for not learning AI fast enough. Consulting giants are being crushed by the very tech they sell.

Accenture’s mass layoffs mark the first global “AI reskilling purge.” Kaz Software unpacks how consulting giants are racing to stay relevant—and what the future of skills now looks like.

Accenture’s AI Survival Test Begins

Accenture has officially crossed the line that most global companies have only whispered about: it’s letting go of people who can’t adapt to AI. During its earnings call, CEO Julie Sweet confirmed what was once unthinkable—employees unable to reskill for GenAI tools will be “exited.” Eleven thousand people have already been cut in three months, adding to another ten thousand earlier this year. The company is spending $865 million to restructure, much of it on severance. Yet, paradoxically, it’s also hiring—recruiting aggressively for AI-focused roles to replace the skillsets it’s shedding.

What’s happening at Accenture is bigger than one company’s pivot. It’s the start of a new era where adaptability itself becomes corporate currency. Generative AI isn’t just a tool; it’s a filter separating the agile from the obsolete. The consulting giant has spent decades advising others on digital transformation. Now, it’s being forced to live by the same gospel. For Accenture, this is a test of credibility: can the preacher take its own medicine?

At Kaz Software, we see this as the logical evolution of the automation wave. In our projects, we’re watching companies realize that AI transformation isn’t just tech adoption—it’s a personnel revolution. The companies that thrive won’t be those with the biggest headcounts, but those with the most AI-ready minds. Accenture just gave the world its first dramatic preview of that future.

Consulting’s AI Confidence Crisis

If AI is rewriting every industry, then consulting may be its biggest casualty. The Wall Street Journal recently described the growing skepticism among clients who accuse large consulting firms of “learning on the client’s dime.” They pay premium fees for AI advice and integration, only to discover that the so-called experts are often experimenting as they go. Even The Economist mocked Accenture’s position, asking, “Who needs consultants in the age of AI?” Their stock is down 33% this year—a brutal sign that the market isn’t buying their mastery of GenAI just yet.

But the problem runs deeper than perception. Consulting firms built their empires on process, human networks, and legacy expertise. AI flattens that advantage. What used to require 50 analysts and a year of documentation can now be done by an AI agent in days. As enterprises realize this, they’re asking a painful question: If machines can analyze, simulate, and execute faster—what are we paying consultants for?

Here’s where companies like Kaz Software quietly change the equation. We don’t sell “AI transformation decks.” We build working systems. Where old consulting relies on PowerPoint, Kaz Software delivers pipelines, agents, and deployed intelligence. Our clients aren’t just advised—they’re equipped. The contrast between talking about AI and engineering AI is becoming the new frontier of trust. Consulting’s future depends on closing that gap, or risk becoming another case study in disruption.

Reskill or Vanish—The New Corporate Law

Accenture’s layoffs are more than restructuring—they’re a signal to every knowledge worker on the planet. The company claims to have retrained over 550,000 employees in AI, yet it admits that not everyone can keep up. This is the new law of survival: evolve or exit. And that law doesn’t apply only to consulting—it’s coming for finance, design, logistics, even management. The “AI literacy gap” is fast becoming the new class divide inside corporations.

What looks like cost-cutting is really skill reshaping. Companies no longer reward loyalty; they reward learning speed. The future of work will belong to those who upgrade faster than the system itself. The irony? The same firms pushing AI-driven transformation are now facing internal revolutions as employees scramble to stay relevant.

At Kaz Software, we’ve seen this shift firsthand. In our AI development teams, the most valuable people aren’t those with decades of tenure—they’re the ones who iterate fearlessly, build prototypes overnight, and learn every new API that drops. AI doesn’t respect hierarchies—it respects velocity. Accenture’s move, harsh as it seems, might just be the wake-up call the corporate world needed. Because the next wave of layoffs won’t be about cost—it’ll be about competence.

The Ultimate Guide to Top 25 Best Software Companies in Bangladesh (2025)

BEST-SOFTWARE-COMPANIES-IN-BANGLADESH-KAZ-SOFTWARE

Introduction

Bangladesh has emerged as a significant player in the global software development landscape, with its IT sector contributing substantially to the country's economy. This comprehensive guide explores the top 25 best software companies in Bangladesh for 2025, providing detailed insights into their services, specializations, and market positions.

Whether you're looking for the best software company in Bangladesh for your next project, seeking employment opportunities, or conducting market research, this guide offers authoritative information based on extensive analysis of industry data, company performance, AI adaptation, and market reputation.

Bangladesh Software Industry Overview

Industry Statistics 2024-2025

The Bangladesh software industry has shown remarkable growth in recent years:

  • Export Revenue: US$ 840 million in FY 2024-25, up from previous years

  • Total Companies: Over 4,500 registered software and IT companies

  • Employment: More than 400,000 professionals working in the sector

  • Global Reach: Bangladeshi companies export to 137+ countries

  • TARGET: BASIS aims for USD 5 billion in annual software export receipts

Key Growth Drivers

  • Cost Advantage: Competitive pricing compared to other outsourcing destinations

  • Skilled Workforce: Large pool of English-speaking developers

  • Government Support: Favorable policies and tax incentives

  • Digital Transformation: Growing demand for IT solutions domestically and internationally

  • Emerging Technologies: Focus on AI, blockchain, and IoT development

Methodology & Ranking Criteria

Our ranking of the top 25 software companies in Bangladesh considers multiple factors:

Primary Criteria

  • Years of Experience (Weight: 20%)

  • Client Portfolio & Global Reach (Weight: 20%)

  • Technical Expertise & Innovation (Weight: 15%)

  • Employee Count & Growth (Weight: 15%)

  • Industry Recognition & Awards (Weight: 10%)

  • Financial Performance (Weight: 10%)

  • Service Quality & Client Reviews (Weight: 10%)

Additional Factors

  1. Specialization in emerging technologies

  2. Export performance

  3. Contribution to local IT ecosystem

  4. Employee satisfaction and benefits

  5. Market reputation and brand strength

Best 25 Software Companies in Bangladesh

1. Kaz Software Limited

kaz-software-best-software-company-in-bangladesh

  • Founded: 2004

  • Employees: 120+

  • Specialization: Custom Software Development, Tax & Accounting, eCommerce, AI/ML, MVP, MIS

  • Rating: 4.8/5 (Highest rated) - According to google overview

  • Global Reach: Multiple international markets

  • Technologies: .NET, C#, Java, PHP, React, Angular, ReactJS, NodeJS, AWS, Microsoft Azure, etc.

Why They're #1: Kaz Software Limited stands at the pinnacle of Bangladesh's software industry due to their exceptional client satisfaction rating of 4.8/5, comprehensive expertise in custom software development, and specialized focus on high-demand sectors including tax & accounting solutions, publishing platforms, and eCommerce systems. With over 21 years of experience since 2004, they have consistently delivered innovative solutions while maintaining the highest quality standards in the industry.

Services:

  • Custom Software Development

  • Team Augmentation

  • MVP

  • Tax & Accounting Solutions

  • AI & ML Solutions

  • Agri-tech Solutions

  • Ed-tech Solutions

  • MIS Solutions

  • Furniture AI Solutions

  • Publishing Platform Development

  • eCommerce Solutions

  • Enterprise Applications

  • Mobile App Development

Key Strengths:

  1. Highest client satisfaction rating in the industry

  2. Specialized expertise in niche markets

  3. Proven track record of successful project delivery

  4. Strong focus on quality and innovation

  5. Comprehensive end-to-end development services

Client Base:

UNICEF, The World Bank, Thompson Reuters, JTI, Hatil, Virus Shield Biosciences, GIZ, Novo Nordisk, CARE, Swisscontact, etc.

Contact: info@kaz.com.bd , +8801795339300, www.kaz.com.bd

2. Brain Station 23 Limited

  • Founded: 2006

  • Employees: 700+

  • Specialization: Fintech, Healthcare, Enterprise Solutions

  • Global Reach: 25+ countries

  • Notable Clients: Grameenphone, Citibank, British American Tobacco

  • Technologies: ReactJS, NodeJS, .NET, AWS, Microsoft Azure

Services:

  • Custom Software Development

  • Mobile App Development

  • Enterprise Solutions (AEM, Sitecore)

  • AI/ML Solutions

  • Cloud Computing

3. DataSoft Systems Bangladesh Limited

  • Founded: 1998

  • Employees: 400+

  • Certification: CMMI Level 5 (First in Bangladesh)

  • Specialization: IoT, AI, Government Solutions

  • Global Presence: Multiple international offices

  • Technologies: Java, Python, AI/ML, Blockchain

Key Strengths:

  • First CMMI Level 5 certified company in Bangladesh

  • Strong government project portfolio

  • Advanced data center capabilities

  • Focus on digital transformation

4. BJIT Group

  • Founded: 2001

  • Employees: 750+

  • Type: Japan-Bangladesh Joint Venture

  • Global Offices: 7 locations (Japan, Finland, Singapore, USA, Sweden, Bangladesh, Netherlands)

  • Specialization: Enterprise Software, AI Solutions, IoT

Notable Achievements:

  1. Multiple international awards

  2. Strong presence in Japanese market

  3. Expertise in cutting-edge technologies

  4. Comprehensive service portfolio

5. Vivasoft Limited

  • Founded: 2015

  • Employees: 300+

  • Specialization: Custom Software Development, MVP Services

  • Projects Completed: 80+ successful projects

  • Global Reach: Multiple countries

  • Growth Rate: Fastest-growing software company

Service Areas:

  • Team Augmentation

  • End-to-End Development

  • MVP Services

  • Offshore Development

  • Digital Product Development

6. LeadSoft Bangladesh Limited

  • Founded: 1999

  • Employees: 300+

  • Certification: CMMI Level 5, ISO 9001:2015

  • Specialization: Banking Solutions, Fintech, Blockchain

  • Notable: BankUltimus (Core Banking Solution)

  • Global Presence: Bangladesh, Japan, Denmark, Norway

7. Enosis Solutions

  • Founded: 2006

  • Employees: 350+

  • Specialization: Product Engineering, Cloud Computing

  • Primary Markets: North America, Europe

  • Focus Areas: Software Product Engineering, Big Data Solutions

8. REVE Systems

  • Founded: 2003

  • Employees: 350+

  • Specialization: VoIP, Telecommunications

  • Global Reach: 78+ countries, 4500+ service providers

  • Notable Products: Mobile VoIP solutions, Cloud Telephony

9. Tiger IT Bangladesh Limited

  • Founded: 2006

  • Employees: 300+

  • Specialization: Biometrics, Identity Management

  • Notable Achievement: First AFIS-certified company in South Asia

  • Focus: Government and security solutions

10. Dream71 Bangladesh Limited

  • Founded: 2016

  • Employees: 250+

  • Specialization: Mobile Apps, Game Development, AI

  • Notable Projects: Government and private sector collaboration

  • Growth: Rapid expansion in local and international markets

11. Cefalo Bangladesh Limited

  • Founded: 2010

  • Employees: 200+

  • Type: Norway-based with Bangladesh operations

  • Specialization: Agile Development, High-Quality Software

  • Focus: Scandinavian quality standards with Bangladeshi efficiency

12. SouthTech Group

  • Founded: 1996

  • Certification: CMMI Level 5, ISO 9001:2015

  • Specialization: Microfinance, ERP, HR Solutions

  • Global Offices: 6 offices in 5 countries

13. BDTask Limited

  • Founded: 2012

  • Employees: 100+

  • Specialization: ERP, Restaurant Management, Healthcare

  • Global Reach: Africa, India, Europe, US, UK, Australia

  • Products: 40+ ready-made software solutions

14. Nascenia IT Limited

  • Founded: 2010

  • Employees: 50+

  • Specialization: Ruby on Rails, Mobile Development

  • Awards: BASIS Outsourcing Award 2015, Red Herring Top 100 Asia 2013

15. Ollyo Limited

  • Founded: 2010

  • Employees: 90+

  • Specialization: WordPress, Joomla, No-Code Solutions

  • Products: 200+ ready software solutions

  • Focus: Open-source development

16. Therap (BD) Limited

  • Founded: 2003

  • Specialization: Disability Services, Healthcare IT

  • Global Impact: Widely used in the United States

  • Focus: Electronic documentation and communication

17. Pridesys IT Limited

  • Specialization: ERP Solutions, Business Process Automation

  • Industries: RMG, Healthcare, Education, Telecommunications

  • Rating: 4.7/5

18. Riseup Labs

  • Specialization: Web 3.0, XR Technology, Mobile Development

  • Focus: Next-generation technologies

  • Services: R&D, Engineering, Consulting

19. Mediusware Limited

  • Specialization: SaaS, CRM Solutions

  • Global Reach: Worldwide client base

  • Focus: Innovation and customer satisfaction

20. Selise Digital Platforms

  • Type: Swiss-based with Bangladesh operations

  • Specialization: Digital Transformation, Platform Development

  • Strength: UX Engineering team

21. weDevs Limited

  • Specialization: WordPress Development, Cloud Services

  • Products: Popular WordPress plugins

  • Rating: 4.7/5

22. Technext Limited

  • Founded: 2010+

  • Projects: 400+ completed projects

  • Clients: 250+ clients served

  • Specialization: AI Integration, Offshore Solutions

23. Kona Software Lab Limited

  • Specialization: Electronic Card Technology, Banking Solutions

  • Focus: Proprietary chip OS technology

  • Rating: 4.6/5

24. ReliSource Technologies Limited

  • Specialization: Healthcare, Telecom, Financial Tech

  • Focus: Product engineering capabilities

  • Industries: Medical technology, secure financial systems

25. Grameen Solutions Limited

  • Focus: Social Development, Rural Technology

  • Specialization: IT solutions for social change

  • Impact: Community empowerment through technology

Kaz Software leads Bangladesh's software industry across multiple verticals, with unmatched expertise in emerging niches like AI, MIS, furniture tech, agricultural drone solutions, and staff augmentation where we remain the sole specialized provider.

Industry-Wise Analysis: Software Solutions by Sector

AI & Machine Learning Solutions in Bangladesh

Top Players: Kaz Software, LeadSoft, DataSoft, Brain Station 23

  • Leading custom AI/ML development for predictive analytics and automation

  • Expertise in natural language processing (NLP) and computer vision applications

  • End-to-end machine learning pipeline implementation for Bangladeshi enterprises

  • Proven track record in AI-powered business intelligence and decision support systems

See, Kaz Software works with “KREEBO”, an AI-based app. Kreebo is a magical app that helps your child turn their imagination into beautifully illustrated storybooks

E-commerce & Retail Software Development

Top Players: Kaz Software, Brain Station 23, Ollyo, weDevs

  • Comprehensive e-commerce platform development with Bangladesh-focused payment integration

  • Mobile-first retail solutions with seamless bKash, Nagad, and SSL Commerz integration

  • Omnichannel inventory management and logistics coordination systems

  • Custom B2B and B2C marketplace development for growing Bangladeshi online retail sector

See, Kaz Software works with Robi (online store)

Furniture Industry Software & Tech Solutions

Top Players: Kaz Software

  • Pioneering furniture tech solutions in Bangladesh - Only specialized provider in the market

  • Custom ERP systems for furniture manufacturers with inventory and production tracking

  • AR/VR visualization tools for furniture e-commerce and showroom experiences

  • Supply chain optimization and dealer management platforms for furniture businesses

See, Kaz Software works with HATIL AI-based, #1 furniture brand in Bangladesh

Non-Profit & NGO Management Systems

Top Players: Kaz Software

  • Specialized donor management and grant tracking software for NGOs

  • Program monitoring and evaluation (M&E) platforms for development organizations

  • Beneficiary database systems with field data collection mobile apps

  • Compliance and reporting automation for international development projects

See, Kaz Software works with CARE Bangladesh NGO, developing their MIS system, where they have more than 100,000+ beneficiary users.

AgriTech Solutions - Drone & Precision Agriculture

Top Players: Kaz Software

  • Bangladesh's only comprehensive drone-based AgriTech solution provider

  • Agricultural drone software for crop monitoring, spraying coordination, and yield analysis

  • IoT-integrated farm management systems with real-time data analytics

  • Precision agriculture platforms combining drone imagery with AI-powered insights for Bangladeshi farmers

See, Kaz Software works with VirusShield, Build agritech solution for digital farmers.

Location-Based Analysis

Dhaka (Software Companies in Dhaka)

Major Hub: 70% of top software companies

  • Key Areas: Gulshan, Banani, Dhanmondi, Mirpur

  • Advantages: Access to talent, infrastructure, clients

  • Notable Companies: Kaz Software, Brain Station 23, DataSoft, BJIT, Vivasoft

Chittagong

Emerging Hub: Growing IT sector

  • Focus: Port and logistics software

  • Notable Companies: Regional offices of major firms

Sylhet

IT Development: Government-supported IT park

  • Focus: Outsourcing and software development

  • Growth: Increasing investment in infrastructure

Salary & Benefits Comparison

Highest Paying Software Companies in Bangladesh

Tier 1 Compensation (Senior Level)

  • Kaz Software: BDT 85,000 - 160,000/month

  • Brain Station 23: BDT 80,000 - 150,000/month

  • BJIT Group: BDT 75,000 - 140,000/month

  • DataSoft: BDT 70,000 - 130,000/month

  • Enosis Solutions: BDT 65,000 - 125,000/month

Benefits Comparison

  • Health Insurance: Most tier 1 companies offer comprehensive coverage

  • Training & Development: International certification support

  • Flexible Work: Remote and hybrid options increasingly common

  • Performance Bonuses: Merit-based increment systems

  • International Exposure: Opportunities to work with global clients

Entry-Level Opportunities

  • Junior Developer: BDT 25,000 - 45,000/month

  • Mid-Level Developer: BDT 45,000 - 80,000/month

  • Senior Developer: BDT 80,000 - 160,000+/month

Emerging Technologies & Trends

Artificial Intelligence & Machine Learning

Leading Companies: Kaz Software, DataSoft, BJIT, Brain Station 23

  • NLP and chatbot development

  • Computer vision applications

  • Predictive analytics for business

Blockchain Development

Key Players: Kaz Software, LeadSoft, BDTask, Dream71, Technext

  • Cryptocurrency and DeFi solutions

  • Supply chain management

  • Smart contract development

Kaz Software has partnered with the world's largest supply chain management company with AI “P1STON” for over 15 years.

Internet of Things (IoT)

Top Developers: DataSoft, BJIT, LeadSoft, Kaz Software

  • Smart city solutions

  • Industrial IoT applications

  • Consumer device connectivity

Cloud Computing

Leaders:Kaz Software, Brain Station 23, BJIT, Enosis Solutions

  • AWS and Azure partnerships

  • Migration services

  • Cloud-native development

Future Outlook

Growth Projections

  • Export Target: USD 5 billion by 2030 (BASIS target)

  • Employment Growth: 50% increase in tech jobs by 2027

  • New Technologies: AI, Blockchain, IoT driving next phase of growth

Opportunities

  • Global Outsourcing: Increasing demand for cost-effective solutions

  • Local Digital Transformation: Government and enterprise modernization

  • Startup Ecosystem: Growing venture capital investment

  • Skills Development: Focus on advanced technology training

Challenges

  • Talent Retention: Competition for skilled developers

  • Infrastructure: Need for improved connectivity and power

  • Global Competition: Competing with India, Philippines, and Eastern Europe

  • Skills Gap: Need for advanced technology expertise

How to Choose the Right Software Company

For Businesses Seeking Software Development

Project Size Considerations

  • Large Enterprise Projects: Kaz Software, Brain Station 23,Vivasoft, BJIT

  • Medium Projects: DataSoft, Enosis, REVE Systems

  • Small to Medium Projects: BDTask, Nascenia, Technext

Technology Requirements

  • AI/ML Projects: Kaz Software, DataSoft, BJIT, Mobile Development: Dream71, Nascenia, Vivasoft

  • Web Development: Kaz Software, Brain Station 23, Ollyo, weDevs

  • Blockchain: Kaz Software, LeadSoft, BDTask, Dream71

Budget Considerations

  • Premium Tier ($50-100/hour): Kaz Software, Brain Station 23, BJIT, DataSoft

  • Mid-Range ($25-50/hour): Vivasoft, Enosis, REVE Systems

  • Budget-Friendly ($15-25/hour): BDTask, Nascenia, Technext

For Job Seekers

Best Companies for Career Growth

  • Kaz Software: Highest satisfaction ratings and comprehensive training with best culture in the software industry

  • Brain Station 23: Comprehensive training programs

  • BJIT Group: International exposure

  • DataSoft: Advanced technology projects

  • Vivasoft: Rapid growth opportunities

Best for Fresh Graduates

  • Training Programs: Kaz Software, Brain Station 23, DataSoft, BJIT

  • Mentorship: Vivasoft, Nascenia, BDTask

  • Learning Environment: Most tier 1 companies

Frequently Asked Questions

What is the best software company in Bangladesh?

Kaz Software Limited is widely considered the best software company in Bangladesh based on its exceptional client satisfaction rating of 4.8/5, comprehensive service portfolio, specialized expertise in custom software development, and consistent quality delivery since 2004.

Which are the top IT companies in Bangladesh?

The top 10 IT companies in Bangladesh are:

  • Kaz Software Limited

  • Brain Station 23

  • DataSoft Systems

  • BJIT Group

  • Vivasoft Limited

  • LeadSoft Bangladesh

  • Enosis Solutions

  • REVE Systems

  • Tiger IT Bangladesh

  • Dream71 Bangladesh

How many software companies are there in Bangladesh?

As of 2025, there are over 4,500 registered software and IT companies in Bangladesh, with more than 400,000 professionals working in the sector.

What is the average salary in Bangladesh software companies?

The average salary varies by experience level:

  • Entry Level: BDT 25,000 - 45,000/month

  • Mid-Level: BDT 45,000 - 80,000/month

  • Senior Level: BDT 80,000 - 160,000+/month

Which software companies in Bangladesh work with international clients?

Most tier 1 companies work internationally, including Kaz Software (multiple international markets), Brain Station 23 (25+ countries), BJIT Group (7 global offices), DataSoft (multiple countries), and Enosis Solutions (North America and Europe focus).

What technologies are most in demand in Bangladesh?

Currently, the most in-demand technologies are:

  • Web Development: React, Node.js, PHP, Laravel

  • Mobile Development: Flutter, React Native, iOS, Android

  • Cloud Technologies: AWS, Azure, Google Cloud

  • Emerging Technologies: AI/ML, Blockchain, IoT

How to get a job in top software companies in Bangladesh?

To get hired by top software companies:

  • Build Strong Technical Skills: Focus on in-demand technologies

  • Create a Portfolio: Showcase your projects and contributions

  • Gain Experience: Start with internships or junior positions

  • Network: Attend tech meetups and industry events

  • Continuous Learning: Keep up with latest technology trends

Which cities in Bangladesh have the most software companies?

Dhaka dominates with 70% of major software companies, followed by Chittagong and Sylhet. Dhaka's key tech areas include Gulshan, Banani, Dhanmondi, and Mirpur.

What is the export revenue of the Bangladesh software industry?

Bangladesh software companies exported services worth US$ 840 million in FY 2023-24, with exports reaching 137+ countries globally.

Are there opportunities for remote work in Bangladesh software companies?

Yes, most tier 1 and tier 2 companies now offer flexible work arrangements, including remote and hybrid options, especially post-COVID-19.

This comprehensive guide provides detailed insights into Bangladesh's thriving software industry. For the most current information, we recommend visiting individual company websites and industry reports from BASIS (Bangladesh Association of Software and Information Services).

Apple considers buying Mistral as Meta builds Manhattan-sized AI clusters

Apple considering Mistral acquisition as AI desperation grows. Meta announces $100B+ compute investment with 5-gigawatt clusters. Windsurf saved by Cognition after Google's brutal acqui-hire.

Apple's desperate AI shopping spree

Mark Gurman buried the lede in his latest Bloomberg piece: Apple is seriously considering acquiring Mistral, the French AI startup valued at $6 billion. This follows recent reports of Apple's interest in buying Perplexity, signaling a dramatic shift for a company historically resistant to major acquisitions. The desperation is palpable—Apple has fallen so far behind in AI that they're willing to abandon their traditional build-it-ourselves philosophy and simply buy their way into relevance.

The obstacles are massive. European regulators would scrutinize any American tech giant acquiring one of Europe's few AI champions. Mistral itself may have no interest in selling, especially to a company that's demonstrated such incompetence in AI development. But Apple's willingness to even explore these acquisitions reveals how dire their situation has become. They've watched Google dominate with Gemini, OpenAI capture mindshare with ChatGPT, and even Meta build a credible AI ecosystem while Apple fumbles with a Siri that still can't answer basic questions reliably.

The irony is thick—Apple once prided itself on patient, methodical development of perfectly integrated products. Now they're desperately shopping for AI companies like a panicked student trying to buy a term paper the night before it's due. The fact that these acquisition rumors are becoming commonplace suggests Apple is preparing for a major move, likely overpaying dramatically for whatever AI capability they can grab before it's too late.

Meta's compute arms race goes nuclear

Zuckerberg just announced Meta will invest "hundreds of billions of dollars" in AI compute, with plans that dwarf every competitor. Their Prometheus cluster coming online in 2026 will be the first 1-gigawatt facility, followed by Hyperion scaling to 5 gigawatts—each covering "a significant part of the footprint of Manhattan." For context, xAI's much-hyped Colossus operates at 250 megawatts, and OpenAI's Stargate project aims for 1 gigawatt but is already facing delays.

The scale is deliberately absurd. Meta doesn't need 5 gigawatts of compute for any practical purpose—they're building it as a recruiting tool and competitive moat. Zuckerberg explained the real strategy: "When I was recruiting people to different parts of the company, people asked 'What's my scope going to be?' Here, people say 'I want the fewest people reporting to me and the most GPUs.'" Having "by far the greatest compute per researcher" becomes the ultimate flex in the AI talent war. It's not about efficiency or need—it's about demonstrating you have unlimited resources to burn.

This compute buildup coincides with reports that Meta's super intelligence lab is considering abandoning open source entirely. The New York Times reports the team discussed ditching Llama 4's behemoth model to develop closed models from scratch, marking a complete philosophical reversal from Meta's supposed commitment to "open science." The original Llama release in 2023 positioned Meta as the open source champion against OpenAI's closed approach. Now, with their new super intelligence lab burning through billions, they're quietly admitting that open source was always just a commercial strategy, not a principle. Meta denies the shift officially, claiming they'll continue releasing open models, but the writing is on the wall—when you're spending hundreds of billions on compute, you don't give away the results for free.

The Windsurf saga's shocking conclusion

The Windsurf acquisition drama took another wild turn as Cognition, makers of Devin, swooped in to acquire the company's remains just 72 hours after Google's controversial acqui-hire. Google paid $2.4 billion to license Windsurf's technology and hire 30 engineers, leaving 200 employees in limbo with a company stripped of leadership and purpose. The consensus was these abandoned workers would split Windsurf's $100 million treasury and dissolve the company—a brutal example of how modern tech acquisitions treat non-elite employees as disposable.

Instead, Jeff Wang, thrust into the interim CEO role when executives fled to Google, orchestrated a miracle. His LinkedIn post captured the whiplash: "The last 72 hours have been the wildest roller coaster ride of my career." Cognition's acquisition ensures every remaining employee is "well taken care of," according to CEO Scott Wu, who emphasized honoring the staff's contributions rather than treating them as collateral damage. Crucially, Cognition restored Windsurf's access to Anthropic's Claude models, making the product viable again after Google's deal threatened to kill it.

This creates a fascinating new acquisition model: one company cherry-picks the founders and star engineers while another scoops up the remaining company and staff. It's a more humane approach than the typical acqui-hire that leaves most employees with nothing, but it also reveals how transactional these deals have become. The "legendary team" rhetoric masks a simple reality—AI talent is being carved up and distributed like assets in a corporate raid, with different buyers taking different pieces based on what they value most.

The Windsurf engineers who thought they were building the future of AI coding tools discovered they were actually just accumulating value to be harvested by bigger players. Google got the talent they wanted, Cognition got a product and team at a discount, early investors got paid, and somehow everyone claims victory. Welcome to the new economics of AI acquisitions, where companies are dismantled and distributed piece by piece to the highest bidders.