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OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

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Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#341

Post by MkLouis »

fipar wrote: post #319
extr wrote: post #87

Earlier quoted context omitted.

Cursor's tab completion model is legitimately fantastic and for many people is worth the entire $20 subscription. Lint fixes or syntax-level refactors are guessed and executed instantly with TAB with close to 100% accuracy. This is their final moat IMO, if Copilot manages to bring their tab completion up to near parity, very little reason to use Cursor.

Just to offer a different perspective, I use Cursor at work and, coming from emacs (which I still use) with copilot completions only when I request them with a shortcut, Cursor’s behavior drives me crazy.

Which Emacs Package do you use for CoPilot, i tried using Copilot.el a long while ago, but had problems with it. Is there something new or does copilot.el fulfill your needs?

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#342

Post by [deleted] »

cellis wrote: post #241
asdev wrote: post #106

Earlier quoted context omitted.

all those projects are garbage and just create half bake prototypes that never see the light of day

Agree in principle, but when evaluated against the competition and likely acquisition targets of Wix, it's certainly not garbage . I've seen it vibe code an entire app that was -- admittedly mostly working -- and deploy it with a prompt of 5 words, in about 2 minutes.

[deleted]

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#343

Post by asaddhamani »

rolisz wrote: post #317
teruakohatu wrote: post #148

Earlier quoted context omitted.

> CC at like a 500% loss Do you have a citation for this? It might be at a loss, but I don’t think it is that extravagant.

Before they announced the Max plans, I could easily hit 10-15$ of API usage per day (without even being a heavy user). Since they announced that you can use the Pro subscription with Claude Code, I've been using it much more and I've never ever been rate limited.

API prices are way higher than actual inference cost.

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#344

Post by t0mas88 »

SMAAART wrote: post #249

How does this happens? They raised A, B, and C round (according to CrunchBase), and then the founders just walk away and get a job/deal at Google?

The deal for the founders may not have been as good as what Google offered. They may only hold 10% after those rounds, a serious part of the acquisition price could go to liquidation preferences of the VCs and the deal is mostly in OpenAI stock instead of cash. Not that hard to imagine the Google option offering them much more actual cash right now.

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#345

Post by brundolf »

extr wrote: post #56

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…

I also just prefer CC's UX. I've tried to make myself use Copilot and Roo and I just couldn't. The extra mental overhead and UI context-switching took me out of the flow. And tab completion has never felt valuable to me.

But the chat UX is so simple it doesn't take up any extra brain-cycles. It's easier to alt-tab to and from; it feels like slacking a coworker. I can have one or more terminal windows open with agents I'm managing, and still monitor/intervene in my editor as they work. Fits much nicer with my brain, and accelerates my flow instead of disrupting it

There's something starkly different for me about not having to think about exactly what context to feed to the tool, which text to highlight or tabs to open, which predefined agent to select, which IDE button to press

Just formulate my concepts and intent and then express those in words. If I need to be more precise in my words then I will be, but I stay in a concepts + words headspace. That's very important for conserving my own mental context window

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#346

Post by whatevaa »

edoceo wrote: post #239
HenriNext wrote: post #214

Earlier quoted context omitted.

- Forking VSCode is very easy; you can do it in 1 hour. - Anthropic doesn't use the inputs for training. - Cursor doesn't have $900M ARR. That was the raise. Their ARR is ~$500m [1]. - Claude Code already support the niceties, including "add selection to chat", accessing IDE's realtime warnings and errors (built-in tool 'ideDiagnostics'), and using IDE's native diff viewer for reviewing the edits. [1] https://techcru…

The cost of the fork isn't creating it, it's maintaining it. But maybe AI could help :/

The cost of vscode fork is that microsoft has restricted extension marketplace for forks. You have to maintain separate one, that is the real dealbreaker

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#347

Post by manmal »

AJ007 wrote: post #238
e1g wrote: post #183

Earlier quoted context omitted.

Yes, my CC usage is regularly $50-$100 per day , so their Max plan is absolutely great value that I don’t expect to last.

Pretty easy to hit $100 an hour using Opus on API credits. The model providers are heavily subsidized, the datacenters appear to be too. If you look at the Coreweave stuff and the private datacenters it starts looking like the telecom bubble. Even Meta is looking to finance datacenter expansion - https://www.reuters.com/business/meta-seeks-29-billion-priva... The reason they are talking about building new nuclear pow…

The SOTA models will always run in data centers, because they have 5x or more VRAM and 10-100x the compute allowance. Plus, they can make good use of scaling w/ batch inference which is a huge power savings, and which a single developer machine doesn’t make full use of.

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#348

Post by seydor »

wagwang wrote: post #10

All of this game of thrones is going to create an amazing documentary if AI capabilities taper off and valuations vaporize.

If by Documentary, you mean a new Silicon Valley sitcom, yes , all the ingredients are there: The AGI believers, the doomers, the "cure all diseases" people, the board drama, the money grabbers, the VC dance , the poaching, the lawsuits for copyrights ... there s a whole new universe of caricatures

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#349

Post by manmal »

dwohnitmok wrote: post #326
resonious wrote: post #242

Earlier quoted context omitted.

Re productivity gains, CC allows me to code during my commute time. Even on a crowded bus/train I can get real work done just with my phone.

How do you use Claude Code via your phone?

vibetunnel.sh perhaps

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#350

Post by seanhunter »

lukan wrote: post #219
libraryofbabel wrote: post #202

Earlier quoted context omitted.

I don’t think that’s a viable strategy. It is very very hard and not many people can do it. Just look at how much Meta is paying to poach the few people in the world capable of training a next gen frontier model.

Why are there actually only a few people in the world able to do this? The basic concept is out there. Lots of smart people studying hard to catch up to also be poached. No shortage of those I assume. Good trainingsdata still seems the most important to me. (and lots of hardware) Or does the specific training still involves lots of smart decisions all the time? And those small or big decisions make all the difference…

Why are there so few people in the world able to run 100m in sub 10s?

The basic concept is out there: run very fast.

Lots of people running every day who could be poached. No shortage of those I assume.

Good running shoes still seem the most important to me.

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