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OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google
111–120 of 712 posts
Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google
#112So Google, Meta, and Microsoft will just hollow out the best AI startups of their talent instead of buying them - out of fear of monopoly lawsuits I'm assuming? Nice plan I guess. Kind of obvious to spot though.
I’m honestly just surprised that the CEO and co-founder decided to walk away from the company and leave behind all these employees he was leading. Especially considering many of them probably joined for lower pay, hoping for a big upside.
Maybe there’s more to the story.
Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google
#113IMO other than the Microsoft IP issue, I think the biggest thing that has shifted since this acquisition was first in the works is Claude Code has absolutely exploded. Forking an IDE and all the expense that comes with that feels like a waste of effort, considering the number of free/open source CLI agentic tools that are out there. Let's review the current state of things: - Terminal CLI agents are several orders of…
for those who seldom use the terminal, is Claude Code still usable? I heard it doesn't do tab autocomplete in IDE like Cursor
Claude Code is totally different paradigm. You don't edit your files directly so there is no tab autocomplete. It's a chat session.
There are IDE integrations where you can run it in a terminal session while perusing the files through your IDE, but it's not powering any autocomplete there AFAIK.
Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google
#114So Google, Meta, and Microsoft will just hollow out the best AI startups of their talent instead of buying them - out of fear of monopoly lawsuits I'm assuming? Nice plan I guess. Kind of obvious to spot though.
I’m honestly just surprised that the CEO and co-founder decided to walk away from the company and leave behind all these employees he was leading. Especially considering many of them probably joined for lower pay, hoping for a big upside. Maybe there’s more to the story.
When you want to make a big impact for a big payday, why would this surprise you?
Gentle reminder that more startups die by suicide than homicide, and that an early-stage startup is a total crapshoot.
Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google
#115Cursor (and Garry Tan’s X post) has shown us that the VC money is propping up these companies astounding growth, the only way for them to become profitable is to increase the cost per a request, which means they need to innovate like crazy. The moat is paper thin. GitHub has open sourced copilot. The open source community is working hard on their own projects. No doubt Cursor is moving fast to create amazing innovati…
I think the recent Grok release and considering xAI was relatively late to the game shows that the only moat to training giant models is how many GPUs you can buy. ChatGPT was earth-shattering and it took less than two years for multiple credible competitors to match or exceed them. Making these models profitable is proving extremely difficult in the face of so much competition and such unsustainable expectations being set. Google seems to be most likely to sustain themselves through this melee. Them and the Chinese companies.
Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google
#116Bullet dodged.
Windsurf's value to OpenAI was for the latter to "see the whole chessboard" of context, which is helpful when you're training models to be good at coding.
But codex (and Claude Code) fulfill this from the CLI, and it's a first-party utility, not an acquisition.
Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google
#117Cursor (and Garry Tan’s X post) has shown us that the VC money is propping up these companies astounding growth, the only way for them to become profitable is to increase the cost per a request, which means they need to innovate like crazy. The moat is paper thin. GitHub has open sourced copilot. The open source community is working hard on their own projects. No doubt Cursor is moving fast to create amazing innovati…
What was Garry's post?
Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google
#118All of this game of thrones is going to create an amazing documentary if AI capabilities taper off and valuations vaporize.
> if AI capabilities taper off
AI growth has slowed to a crawl, and it's priced it self out vs cost of compute.
NVIDIA feels a lot like SUN.
> amazing documentary
Been there, done that: 2001, Startup Dot Com https://www.youtube.com/watch?v=cP4PGjnZwJE
Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google
#119Could anyone explain the implications of this for Windsurf as a company? Are they going to close?
Nothing for certain, but yes. The IP payout is to give the investors something.
Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google
#120For the love of God, can we get a reboot of the Silicon Valley television show? Just on AI. Like when they wrapped it, they wrapped it on AI usage. So, it's got the perfect arc for a reboot that focuses perfectly on AI.
Even the original Silicon Valley didn’t match the zaniness of real life. Why do we need a reboot? Just check HN!
My favorite thing about that series was watching it with friends who weren't from the Bay Area. Often they'd be laughing at the sheer absurdity of a situation, and I'd get to point out that it was barely exaggerated from real life.