~$40M ARR makes this a 75x Cursor yesterday was a 45X for comparison (9B, 200M) https://techcrunch.com/2025/04/16/openai-is-reportedly-in-ta...
keep in mind a lot of $3B is ClosedAI paper money, so 75x ain't that ridiculous.
OpenAI reaches agreement to buy Windsurf for $3B
161–170 of 604 posts
Re: OpenAI reaches agreement to buy Windsurf for $3B
#162Windsurf and Cursor feel like temporary stopgaps, products of a narrow window in time before the landscape shifts again. Microsoft has clearly taken notice. They're already starting to lock down the upstream VSCode codebase, as seen with recent changes to the C/C++ extension [0]. It's not hard to imagine that future features like TypeScript 7.0 might be limited or even withheld from forks entirely. At the same time,…
The thing is: we should not need standalone editors just to use AI coding agents. They could be just plugins, but Microsoft does not want to bend the plugin API enough for that. Windsurf has a "plugin edition" for JetBrains IDEs that works really, really well[0] (they also have a VSCode plugin[1] but it's lacking in comparison). However, given that JetBrains also have their own AI offering[2], I'm not sure how long t…
I suspect JetBrains will never limit this. I've yet to recall anything in the past where they have done this even when they have a similar offering.
In fact, their own AI extension appears to be pluggable in and of itself. I think they see the value in being easy to adapt different AI solutions to rather than trying to only provide their own.
Re: OpenAI reaches agreement to buy Windsurf for $3B
#163Windsurf and Cursor feel like temporary stopgaps, products of a narrow window in time before the landscape shifts again. Microsoft has clearly taken notice. They're already starting to lock down the upstream VSCode codebase, as seen with recent changes to the C/C++ extension [0]. It's not hard to imagine that future features like TypeScript 7.0 might be limited or even withheld from forks entirely. At the same time,…
> Microsoft will likely replicate Windsurf and Cursor's features within a year.
Probably.
> And deliver them with far greater stability and polish
That seems ... overly optimistic given MS's history.
Re: OpenAI reaches agreement to buy Windsurf for $3B
#164Earlier quoted context omitted.
The thing is: we should not need standalone editors just to use AI coding agents. They could be just plugins, but Microsoft does not want to bend the plugin API enough for that. Windsurf has a "plugin edition" for JetBrains IDEs that works really, really well[0] (they also have a VSCode plugin[1] but it's lacking in comparison). However, given that JetBrains also have their own AI offering[2], I'm not sure how long t…
I suspect JetBrains will never limit this. I've yet to recall anything in the past where they have done this even when they have a similar offering. In fact, their own AI extension appears to be pluggable in and of itself. I think they see the value in being easy to adapt different AI solutions to rather than trying to only provide their own.
JetBrain's main business model depends on buying the editor, and if users still see the overall editor better, any AI plugin support will likely just increase the sales.
Re: OpenAI reaches agreement to buy Windsurf for $3B
#165Windsurf and Cursor feel like temporary stopgaps, products of a narrow window in time before the landscape shifts again. Microsoft has clearly taken notice. They're already starting to lock down the upstream VSCode codebase, as seen with recent changes to the C/C++ extension [0]. It's not hard to imagine that future features like TypeScript 7.0 might be limited or even withheld from forks entirely. At the same time,…
> Tools like GitHub Copilot or future agents will handle entire engineering tickets
Care to place a bet?
Re: OpenAI reaches agreement to buy Windsurf for $3B
#166Windsurf and Cursor feel like temporary stopgaps, products of a narrow window in time before the landscape shifts again. Microsoft has clearly taken notice. They're already starting to lock down the upstream VSCode codebase, as seen with recent changes to the C/C++ extension [0]. It's not hard to imagine that future features like TypeScript 7.0 might be limited or even withheld from forks entirely. At the same time,…
> Microsoft will likely replicate Windsurf and Cursor's features within a year. Probably. > And deliver them with far greater stability and polish That seems ... overly optimistic given MS's history.
Their devtools team is surprisingly competent when they choose to be. Pre-2015, people used Sublime Text, Atom, Textmate, Notepad++, Light Table, Brackets, Emacs/Vim, Intellij. VS code single handedly crushed all of them with code completion and language servers that require zero configuration. Emacs/Vim lost share, Jetbrains (and also Eclipse) were forced to release their own "lightweight" code editors, and everybody else became mostly irrelevant (except perhaps Sublime Text since it has the best native performance out of all editors).
Re: OpenAI reaches agreement to buy Windsurf for $3B
#167Earlier quoted context omitted.
> At the same time, Microsoft will likely replicate Windsurf and Cursor's features within a year. And deliver them with far greater stability and polish. I agree with the first part, I'm much less optimistic about the second part. I suspect they will create something that is worse, but cheaper if you already pay for Github/Office 365/whatever. Then many large enterprises will switch to save money whilst the engineers…
If the VS Code team are delivering the product, I have some amount of trust. If it’s the VS team, good luck to everyone involved
I use vscode for personal javascript projects but the time I spent on a .NET team using VS was an incredible downgrade compared to years and years of intellij. I ended up leaving because tech debt/bugs kept causing weekly overnight on call incidents that we were never given time to fix, but when they asked who wanted a Rider license I got myself on the list immediately.
Re: OpenAI reaches agreement to buy Windsurf for $3B
#168Windsurf and Cursor feel like temporary stopgaps, products of a narrow window in time before the landscape shifts again. Microsoft has clearly taken notice. They're already starting to lock down the upstream VSCode codebase, as seen with recent changes to the C/C++ extension [0]. It's not hard to imagine that future features like TypeScript 7.0 might be limited or even withheld from forks entirely. At the same time,…
The thing is: we should not need standalone editors just to use AI coding agents. They could be just plugins, but Microsoft does not want to bend the plugin API enough for that. Windsurf has a "plugin edition" for JetBrains IDEs that works really, really well[0] (they also have a VSCode plugin[1] but it's lacking in comparison). However, given that JetBrains also have their own AI offering[2], I'm not sure how long t…
> They could be just plugins
No, they should be LSPs so that they can be integrated into any editor, not just VSCode.
Re: OpenAI reaches agreement to buy Windsurf for $3B
#169Earlier quoted context omitted.
They're not the champion of code hosting?
It's a close call - I make this based on the fact that GitHub is viewed as an anti-choice by some in the community, a huge change from the "you don't use GitHub?!?!" energy they had pre-acquisition. The MS acquisition traded the developer community to briefly appeal to enterprises, then quickly let both down.
Both the startups I worked at and the mega corps are all on github or moving there from bitbucket. They are in a bit of autpilot mode in terms of useful new features aside from actions but I can't think of any new bitbucket feature since I graduated and started working.
Re: OpenAI reaches agreement to buy Windsurf for $3B
#170Earlier quoted context omitted.
> At the same time, Microsoft will likely replicate Windsurf and Cursor's features within a year. And deliver them with far greater stability and polish. Microsoft software quality has gone downhill recently, and I'm not going to bet on them delivering something more polished than WS and Cursor here. Side: all images on Microsoft websites are low resolution! it's like they don't even check their own website.
30% of their code is now written with AI. Their “programmers” are more busy with making blogs and videos than functioning tests or technical documentation, and they start using JavaScript and Python for everything. I’m not surprised their quality went to shit. There are some pearls left, C# in general is pretty good, and Aspire is becoming quite neat. The latter I think mainly because David Fowler is just a great dev…
/s?
Because if you're referencing to a headline (without reading the article) that was on H a couple of days ago, it stated that 20-30% of the code in the repos was written by software. Software != AI
To quote wongarsu in the same post: "Considering that most of their software has been developed for decades and AI assistants have only started becoming useful in the last ~4 years it would be very surprising if 30% of their code is AI written. I doubt they even touched 30% of their code in the last 4 years. But what is perfectly plausible is that 30% of their code is written by code generators. Microsoft has a lot of interface code. All the windows DLLs that are just thin syscall interfaces, the COM and OLE interfaces in their office suite and everywhere else, whatever Office uses nowadays for interoperability to allow you to embed content of one product in another, whatever APIs their online products use, etc. In the leaked Windows XP source code it can be difficult to find the actual source code in between the boilerplate files containing repeated definitions, and in the decades since then the world has only leaned more into code generation."