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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

#292
post #50
post #16

Windsurf probably sees this as a win. I still think they're behind in some areas, Cursor's Agent feels faster and more responsive but Windsurf nails the rest. The documentation is far better, and the overall developer experience is more solid. Cursor still feels like a hacked-on plug-in in a broken VS Code fork. Even small touches, like built-in Linux install instructions, show Windsurf's polish.

Of course it's a win, dude that cloned a GitHub repo is now personally a billionaire

Right wtf are we talking about. People are walking away with generational wealth.

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

#293

Earlier quoted context omitted.

> Windsurf a VScode fork + Agentic LLM… 3b$. They don't have their own LLMs either, they've glued a 3rd party editor to 3rd party models. That's some expensive glue.

They have their own autocomplete model.

My bad, I was looking at the wrong thing. They use 3rd party models for chat but you're right, they rolled their own autocomplete model from scratch.

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

#294

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 have to admit skepticism re: “far greater stability and polish” from MS

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

#296

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.

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).

have we used different Visual Studio's?

it was crap compared to Borland's products 20 years ago

and today it's crap compared to JetBrains'

and christ knows how anyone could consider the Azure UI to be "great"

other than Teams I don't think I've used a worse piece of software

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

#297
post #203

Earlier quoted context omitted.

Do you know the cash / equity split?

I do know that OpenAI doesn't have 3B in cash to just throw around. So, I'd be inclined to believe the vast majority of the deal is stock (or whatever that is called pre-IPO).

oai has PPUs

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

#298
This is classic OpenAI - acquiring competitors rather than innovating internally. They're desperately trying to keep up with competition from Anthropic and Microsoft's GitHub, but throwing money at the problem is hardly a creative solution.

What's especially rich is the timing - right after OpenAI backpedaled on their restructuring plans due to "public pushback" (read: Sam Altman making yet another governance blunder). Now they're dumping billions into a tool that's essentially the same thing everyone else is building.

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

#299

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 am slightly more optimistic, because the API may not be fully centralized- there may be more than one foundational AI company in the end. Like WhatsApp exists because there's the iOS/Android duopoly, an agent-neutral IDE from a non-foundational company without its own API aspirations may continue to exist

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

#300

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,…

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