201–210 of 712 posts
I did not see this coming. Wow. The game of thrones in SV. I wonder what happened with the OpenAI deal. Anyone have any guesses? My first guess is "Look at Claude Code, we can do this ourselves." But, I am likely thinking too simply. edit: does this mean that Windsurf and its users will stop being iced-out by Anthropic? Or, is this the end of Windsurf?
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Agreed on everything. Just to add, not only anthropic is offering CC at like a 500% loss, they restricted sonnet/opus 4 access to windsurf, and jacked up their enterprise deal to Cursor. The increase in price was so big that it forced cursor to make that disastrous downgrade to their plans. I think only way Cursor and other UX wrappers still win is if on device models or at least open source models catch up in the ne…
Seems like the survival strategy for cursor would be to develop their own frontier coding model. Maybe they can leverage the data from their still somewhat significant lead in the space to make a solid effort.
IMO 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…
Is this $900M ARR a reliable number? Their base is $20/mth. That would equal 3.75M people paying a sub to Cursor. If literally everyone is on their $200/mth plan, then that would be 375K paid users. There’s 50M VS Code + VS users (May 2025). [1] 7% of all VS Code users having switched to Cursor does not match my personal circle of developers. 0.7% . . . Maybe? But, that would be if everyone using Cursor were paying $…
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This might be the beginning of the end of tech VC startups in general. High interest rates make VC funding more expensive and now bigtech can swoop in, poach all the necessary staff and deprive investors of an exit. What is the point any more?
Isn't there not some contractual agreement between the VCs and the founders? (I understand that a non-compete might not apply [in CA], but taking VC money is a little different that simply getting hired). Were I a Windsurf investor, I'd be pissed right now and calling my lawyer.
the only reason he'd walk away is because he thinks other opportunities are higher EV. if he believes this, a) the investors investment is likely worth virtually 0 anyway and b) if it's not, removing a leader who doesn't want to be there probably increases P(success) for the company and further increases the value of the investment.
founder departure isn't good for the narrative, but it's a symptom of an investment going bad, not often a cause.
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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.
are people viewing file diffs in the terminal? surely people aren't just vibing code changes in
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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.
are people viewing file diffs in the terminal? surely people aren't just vibing code changes in
Pour one out for the regular employees not getting absorbed by Google and suddenly not millionaires like they imagined they were a week ago.
I went from Emacs to VS Code, then to Cursor, next to Claude Code, which is so good that I feel like I am having half a dozen junior devs at my fingertips, 24/7. Since Claude Code is cli based, I reviewed my cli toolset: Migrated from iTerm2 to Ghostty and Tmux, from Cursor to NeoVim (my God is it good!). Just had a 14h workday with this tooling. It’s so good that I complete the work of weeks and months within days!…
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Cursor just committed mass consumer fraud at worst, and at best pissed off all their best customers. I feel really sorry for those who invested at a 9bb valuation.
>Cursor just committed mass consumer fraud at worst, and at best pissed off all their best customers. What happened?
i like cursor fine, but check out the forum/subreddit to see people talking like addicts, pissed their fix is getting more expensive
i think this aggressive reaction is more pronounced for non-programmers who are making things for the first time. they tasted a new power and they don't want it taken away.
So 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.
You sweet summer child.