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Windsurf SWE-1: Our First Frontier Models

windsurf.com

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Re: Windsurf SWE-1: Our First Frontier Models

#41
post #14

It's a shame that my development work needs a specific VSCode extension (domain specific language for ERP systems) so my options are VSCode+Copilot or Cursor.

Aider runs in your terminal and you can make comments against your code in any editor and it will execute your requests. It can use any model. CLine, mentioned in sibling comment is is same space.

Re: Windsurf SWE-1: Our First Frontier Models

#42
post #39
post #15

So because they need to have a better business model, they will try to move users to weaker models compared to the best available? This "AI inside the editor" thing makes every day less sense in many dimensions: it makes you not really capable of escaping the accept, accept, accept trap. It makes the design interaction with the LLM too much about code and too little about the design itself. And you can't do what many…

You’ve got a couple of ideas colliding here, let me try to unpack them. First, most of the major players already have their own models or have been developing them for some time. Your take feels a bit reductive. Take Windsurf pre-acquisition, for example, their risk was being too tightly coupled to third-party vendors. It’s only logical to assume that building task- or language-specific models will ultimately help re…

I think the point is that the UX favors accepting code changes as the primary action, rather than using the chat interface as an ideation tool. It's quite valid, because as a user of all these tools, Winsurf and Cursor very much do try to make you slap the Accept button uncritically!

Re: Windsurf SWE-1: Our First Frontier Models

#43

I'm confused why they are working on their own frontier models if they are going to be bought by OpenAI anyway. I guess this is something they were working on before the announcement?

It seems OpenAI acquired Windsurf but is letting it operate independently, keeping its own brand and developing its own coding models. That way, if Windsurf runs into technical problems, the backlash lands on Windsurf—not OpenAI. It’s a smart way to innovate while keeping the main brand safe.

This is an incredibly premature statement to make. The acquisition announcement is days old.

Re: Windsurf SWE-1: Our First Frontier Models

#44

Earlier quoted context omitted.

You might be underestimating the barrier to hiring the really smart people. Open AI/Google etc would be hiring and poaching people like crazy, offering cushy bonuses and TCs that would make blow your mind.(Like say Noam Brown at Open AI) And some of the more ambitious ones would start their own ventures (like say Ilya etc.). That being said I am sure a lot of the so called wrapper companies are paying insanely well t…

FAANGMULA ... Microsoft, Uber?, L??, Anthropic? Who's the L?

A is Airbnb, afair.

Re: Windsurf SWE-1: Our First Frontier Models

#45
post #32

Two takes here. Cynical and optimistic. Cynical take: describing yourself as a full stack AI IDE company sounds very invest-able in a "what if they're right" kind of way. They could plausibly ask for higher valuations, etc. Optimistic take: fine tuning a model for their use-case (incomplete code snippets with a very specific data model of context) should work. Or even has from their claims. It certainly sounds plausi…

FYI, OpenAI acquired Windsurf so valuation is not an issue. I don’t know Varun (their founder/CEO) personally but I get highly competent vibes from him. I’d let my skeptical self lean on your optimistic take.

I don’t think the acquisition has closed yet, maybe this is still useful for a leverage/negotiating perspective. And it was almost certainly something they were working on before the acquisition anyway.

I do think that’s an overly cynical way to look at this though.

Re: Windsurf SWE-1: Our First Frontier Models

#46
A few points that are getting overlooked:

- OpenAI is buying WindSurf and probably did diligence on these models before it decided to invest.

- WindSurf may have collected valuable data from it users that is helpful in training a coding-focused AI model. The data would give a 6 month lead to OpenAI which is probably worth the $3B.

- Even if Windsurf's frontier models are not better than other models for coding, if they excel in a few key areas it would justify significant investment in their methodology (see points above).

- There are still areas of coding where even the top frontier models falter that would seemingly be ripe for improvement via more careful training. Notably, making the model better at working within a particular framework and version, programming language version, etc. Also better support for more obscure languages and libraries/versions and the ability to "lock in" on the versions that the developer is using. I've wasted a lot of time trying to convince OpenAI models to use OpenAI's latest Python API -- even when given docs and explicit constraints to use the new API, OpenAI frontier models routinely (incorrectly) update my code to use old API conventions and even methods that have been removed!

Consider that the basic competency of doing a frontier coding model well is likely one of the biggest opportunities in AI right now (second to reasoning and in my opinion tied with image analysis and production). An LLM that can both reason and code accurately could read a chapter in a textbook and code a 3D animation illustrating all of the concepts as a one-shot exercise. We are far from that at present even in OpenAI's best stuff.

Re: Windsurf SWE-1: Our First Frontier Models

#47
post #46

A few points that are getting overlooked: - OpenAI is buying WindSurf and probably did diligence on these models before it decided to invest. - WindSurf may have collected valuable data from it users that is helpful in training a coding-focused AI model. The data would give a 6 month lead to OpenAI which is probably worth the $3B. - Even if Windsurf's frontier models are not better than other models for coding, if th…

this is clearly the right take… it’s fun to semi-dunk on “how on earth is that the valuation”, but this is one of those rare cases where the tech and platform are genuinely more valuable in the hands of the acquirer than they ever could be in the hands of the acquiree. because i think windsurf has executed as well as one possibly could in the space, but openai is the SOTA model king, and i don’t see that changing anytime soon.

Re: Windsurf SWE-1: Our First Frontier Models

#48
post #39

Earlier quoted context omitted.

You’ve got a couple of ideas colliding here, let me try to unpack them. First, most of the major players already have their own models or have been developing them for some time. Your take feels a bit reductive. Take Windsurf pre-acquisition, for example, their risk was being too tightly coupled to third-party vendors. It’s only logical to assume that building task- or language-specific models will ultimately help re…

I think the point is that the UX favors accepting code changes as the primary action, rather than using the chat interface as an ideation tool. It's quite valid, because as a user of all these tools, Winsurf and Cursor very much do try to make you slap the Accept button uncritically!

Does it though? I use the chat option quite a bit in the tools. The only UX that favors accept pattern is tab which makes sense.

Re: Windsurf SWE-1: Our First Frontier Models

#49
post #15

So because they need to have a better business model, they will try to move users to weaker models compared to the best available? This "AI inside the editor" thing makes every day less sense in many dimensions: it makes you not really capable of escaping the accept, accept, accept trap. It makes the design interaction with the LLM too much about code and too little about the design itself. And you can't do what many…

i think this comment is just a reflection of how the world has not caught up with the inevitable shift of “software engineering” up further into “idea space”. i completely agree that the tooling has not caught up with this new world order yet. personally, i think “true software engineering” is more valuable than ever in the AI era, but the tools for actually realizing this are woefully behind.

Re: Windsurf SWE-1: Our First Frontier Models

#50
post #46

A few points that are getting overlooked: - OpenAI is buying WindSurf and probably did diligence on these models before it decided to invest. - WindSurf may have collected valuable data from it users that is helpful in training a coding-focused AI model. The data would give a 6 month lead to OpenAI which is probably worth the $3B. - Even if Windsurf's frontier models are not better than other models for coding, if th…

Thanks - this does help contextualize the $3B acquisition. When the story first broke all they seemed to be paying for was a coding agent (of which there are sooo many out there) and the large windsurf user base (but with no moat). So a lot of us were rather skeptical. The valuation is still kinda insane, I think, but Windsurf’s ability to train a frontier model - and with a much smaller team than the big AI shops - is the key differentiator from the Clines, Cursors, Aiders etc.

It is a bit of a shame that we’ll never get to see what they could do on their own. But I hope their clearly very talented employees do very well out of this.

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