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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

#321
post #300

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> If they start walling off features like TypeScript 7.0 from forks, the open source pushback will be fierce—and that could backfire hard. Do they have the man power to compete with Microsoft ? Linux managed to do it but Linux is the biggest, most successful free software project there is. Firefox and its forks are a better example. If Mozilla stopped working on Firefox, the forks would be pretty much dead in the wat…

Does microsoft have the wisdom to predict where this line of technology is headed, and/or the agility to course correct when their predictions don't quite hit the mark?

Cursor blows copilot out of the water in my experience. Man power clearly isn't the most decisive factor in this battle.

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

#322
post #143

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chatgpt is massively popular, I'm not sure that's the signal I'd get they're acquiring one of the biggest the front doors to developers, with Windsurf - whether it'll _remain_ in fashion or not, that's a different debate. This can be like facebook acquiring instagram (if developers turn out to be the actual profit-driver niche for LLMs, which currently seems to be the case)

> developers turn out to be the actual profit-driver niche for LLMs AI is definitely huge for anyone writing code, though one can imagine a model like o3 completely replacing 90% of white collar jobs that involve reading, writing and analysis. Interestingly, o3 is particularly bad at legalese, likely not fully by accident. Of all professions whose professional organizations and regulatory capture create huge rents, t…

> one can imagine a model like o3 completely replacing 90% of white collar jobs that involve reading, writing and analysis

Wake me up when there’s any evidence of this whatsoever. Pure fantasy.

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

#323

Earlier quoted context omitted.

If OpenAI just provides AI, then the various IDEs development wrappers / IDEs / low-code etc. can collectively bargain against OpenAI for low rates. If OpenAI has an alternative, then they can charge higher rates for all plugins/ etc. and give the market an alternative.

If enterprises require fewer software engineers, where will the market for IDE development wrappers come from?

if enterprises require fewer software engineers, medium/small companies will have access to a higher quality software engineering.

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

#324

Earlier quoted context omitted.

> developers turn out to be the actual profit-driver niche for LLMs AI is definitely huge for anyone writing code, though one can imagine a model like o3 completely replacing 90% of white collar jobs that involve reading, writing and analysis. Interestingly, o3 is particularly bad at legalese, likely not fully by accident. Of all professions whose professional organizations and regulatory capture create huge rents, t…

Your take on lawyers is absolutely insane. If you don't think the extremely specialized and well trained professionals can successfully navigate contracts then I can't wait for the absolute garbage the LLMs spit out when faced with similar challenges. Honestly, same for doctors and accountants. Unless these model providers are willing to provide "guarantees" that they will compensate for damages faced as a result of…

> Unless these model providers are willing to provide "guarantees" that they will compensate for damages faced as a result of their output.

That's how we will get to $20,000/month agents.

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

#325

But is there a secret sauce in any of the coding agents (Copilot Agent, Windsurf, Claude Code, Cursor, Cline, Aider, etc)? Sure, some have better user experience than others, but what if anything makes one "better at coding" than another? As this great blog post lays bare ("The Emperor Has No Clothes", https://ampcode.com/how-to-build-an-agent ), the core tech of a coding agent isn't anything magic - it's a set of LL…

But one could have said the same thing of Whatsapp when they got acquired by Facebook, no? Just a messaging app, anyone can replicate.

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

#326
post #169

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It's a close call - I make this based on the fact that GitHub is viewed as an anti-choice by some in the community, a huge change from the "you don't use GitHub?!?!" energy they had pre-acquisition. The MS acquisition traded the developer community to briefly appeal to enterprises, then quickly let both down.

Both the startups I worked at and the mega corps are all on github or moving there from bitbucket. They are in a bit of autpilot mode in terms of useful new features aside from actions but I can't think of any new bitbucket feature since I graduated and started working.

Bitbucket is not a player, as you said there are only people leaving. Gitlab has a better enterprise posture than GitHub and can be deployed more securely. Most developers aren't unhappy with GitHub, but IT and security teams are.

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

#327

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Yup. Even a small market share is market share. Plus they are paying to acquire a team of folks who are already in this space and who will, until golden handcuffs come off, keep working in this space. Still an insane number though.

But openai is stronger brand with free publicity - whatever they say/do will instantly show up the same day on all news across the world. The "space" exists for months, there are no people with 10y expertise here, with their brand they can attract any talent they can wish for in this "space", no? You can probably vibe code 80% of it in a week or two?

> You can probably vibe code 80% of it in a week or two?

Apparently, no. And the low quality of all OpenAI apps is proof of that.

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

#328

Earlier quoted context omitted.

The comparison table on the kilo site says "OpenRouter without 5% markup" and only puts a checkbox next to kilo.

Roo/Cline doesn't offer Openrouter, markup or not.

You can most definitely use Openrouter with Roo and Cline. Openrouter leaderboards are dominated by these 2 apps.
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