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OpenAI reaches agreement to buy Windsurf for $3B

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Re: OpenAI reaches agreement to buy Windsurf for $3B

#181

Earlier quoted context omitted.

Tells me that the markets ability to sensibly valuate companies is pretty messed up.

or intellij is beyond its peak while cursor is just on the rise

this. valuation is the discounted cash flow of expected future cash flows, not the past successes

Re: OpenAI reaches agreement to buy Windsurf for $3B

#182
post #166

Earlier quoted context omitted.

> 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 everybod…

I would contend that JetBrains has only grown even with VS Code around. They're still more than viable, support things on a near similar cadence (and even in some cases, faster and/or better) than VS Code gets support for it.

I agree with the rest, they've all mostly lost market share or completely no longer exist due to VS Code, but not IntelliJ, that platform is going really strong.

Though no doubt, VS Code has pushed JetBrains to rethink some things, and be better in general.

Re: OpenAI reaches agreement to buy Windsurf for $3B

#183

Windsurf 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,…

I'm frankly very skeptical of your last paragraph. That's not at all what seems useful to me. But we'll see!

But I agree with you about the first part, and I think it's awesome for me as a user that all this competition to build a matter mousetrap is happening right now! I'm not as certain as you are that Microsoft will end up building a better version. It's definitely one of the likely outcomes. But it's also totally plausible that Cursor or Windsurf can win the race, even if they need to replace every single one of the MS extensions and entirely diverge the core IDE from upstream. These products are well capitalized and it's just not that hard to build the core pieces of an IDE.

Re: OpenAI reaches agreement to buy Windsurf for $3B

#184

Windsurf 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 haven't found any of the jetbrains options (including Windsurf) nearly as satisfying to use as Cursor. But YMMV I guess!

Re: OpenAI reaches agreement to buy Windsurf for $3B

#185

Windsurf 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.

Microsoft is owing its bad reputation to Windows, Office, Sharepoint!!!, Teams (and more?). The quality of developer tools and languages (C#, Visual Studio, Code and .NET Ecosystem, Azure UI is also great) from Microsoft has been flawless (with some exceptions like webforms, or ui code generation tools of the past).

Re: OpenAI reaches agreement to buy Windsurf for $3B

#186
probably a rare area I fully agree with HN on– the IP here seems weak and it's not hard to swap out code editors, nothing like tearing out Salesforce or other sales-driven tooling. and idk if first mover advantage actually means much in the next 10 years given how dynamic the underlying models are.

but undeniably these cos are all a great lesson in just how much cash lies in executing first/near first

Re: OpenAI reaches agreement to buy Windsurf for $3B

#187

Earlier 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…

> They could be just plugins No, they should be LSPs so that they can be integrated into any editor, not just VSCode.

They should do this, but this is not the entirety of what they do.

Re: OpenAI reaches agreement to buy Windsurf for $3B

#188

Earlier 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…

There are already a bunch of open source, free, and popular "AI coding agent" extensions for VS Code: 1) Cline (1.4mil downloads) 2) Roo Code (a fork of Cline, 450k downloads) Still a drop in the bucket compared to Cursor in terms of # of users, but they're growing pretty fast. Disclaimer: I maintain Kilo Code, which competes with 1) and 2) so I'm pretty familiar with this space/the growth patterns.

Continue.dev as well

Re: OpenAI reaches agreement to buy Windsurf for $3B

#189
post #102

Earlier quoted context omitted.

GitHub has been failing upward for more than 5 years. They could have totally dominated software development and security - failed. Could have been the undisputed champion of code hosting - failed. Should have dominated development co-pilots - failed. I actually find it a little reassuring that they can't seem to get out of their own way.

To be fair, they have been behind the competition for many years. Gitlab had extremely good CI, security scanning, organisational concepts, etc. for years before GitHub introduced their ones (and Actions still has a worse UX, and GitHub still doesn't have anything below an organisation).

GitLab UI is inferior IMO, and I've used both quite extensively.

I don't like that GitLab lets you nest organizations and such, it makes it so painful to find things over time. I appreciate GitHub doesn't do this, I view it as a plus

I also disagree about GitLab CI, not that it wasn't smart for them to include alot sooner than GitHub, but Actions is really good and really easy to get up and moving with. I find they run faster, have better features - like they can annotate a PR with lint errors and test failures - with very little comparative configuration.

GitLab CI yaml is a mess by comparison. GitHub was smart to push things to the runner level once a certain complexity threshold is hit.

This has been my experience of course, and so much of it is really subjective admittedly, but I don't think GitLab is truly ahead at this point.

Re: OpenAI reaches agreement to buy Windsurf for $3B

#190
post #103

Earlier quoted context omitted.

Wow, folks almost had me convinced MS turned a new leaf 5 years ago. Tale as old as time, song as old as rhyme: embrace, extend, extinguish.

Nah, folks keep giving human behaviours to big corporations instead of understanding everyone is in the game for the shareholders.

If a company can align it's business model with user goals, then it can work in the long run. Apple has somewhat aligned it's integrated hardware sales business model with user privacy. Google and Meta are advertising companies and capturing user data and attention will always drive the business.
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