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OpenAI reaches agreement to buy Windsurf for $3B
431–440 of 604 posts
Re: OpenAI reaches agreement to buy Windsurf for $3B
#432Earlier quoted context omitted.
I’ve been a WindSurf customer since day one. It was my first true AI agentic experience. [Dev mode] While working on Alembic migrations I broke one of my migration files. After an hour of manual debugging I handed the task to WindSurf. It methodically checked every config file, applied the migrations one by one, and narrowed the issue to a single file. It rewrote the migration, verified the fix, wrote tests, ensured…
sometimes companies are acquired for things the public has not yet seen.
Companies are acquired for customer base, ARPU, and growth. Same criteria as when when raising funding.
Re: OpenAI reaches agreement to buy Windsurf for $3B
#433Earlier quoted context omitted.
Cursor purports 200m in projected yearly revenue. With some months having 40% month over month growth. The trajectory is vastly different. Whether or not it's justified is a different matter, but for startups valuations are more about potential then current performance.
Cursor purports $300M in annual recurring revenue (ARR) but stays silent on churn. They made $25M from subscriptions one month, took that number, multiplied it by 12, arrived at $300M and everyone has been running with that line without ever asking what their churn looks like. They could have churned $24M the next month, ask yourself why they are silent on churn if they are doing so well.
Venture capitalists aren't ignorant, their business revolves around knowing exactly what churn is. Cursor has raised $1 billion with a $9 billion valuation. VC's willing to put in that much money has looked at their data and knows what the retention rate is.
Re: OpenAI reaches agreement to buy Windsurf for $3B
#434Earlier quoted context omitted.
OpenAI needs a product team hiring is hard it's a high-functioning team swimming in contemporary design and eng practices code is emerging as an important battleground OpenAI has the $$$
I bet they can hire best minds in the world for a fraction of $3 billion.
If that's so, then why is Codex such an inferior product to Claude Code? And why haven't they already built an code editor or at least VS Code extension yet?
Re: OpenAI reaches agreement to buy Windsurf for $3B
#435I'm skeptical about this VSCode fork commanding a $3 billion valuation when it depends on API services it doesn't own. What's their moat here? For comparison, JetBrains generates over $400 million in annual revenue and is valued around $7 billion. They've built proprietary technology and deep expertise in that market over decades. If AI (terminology aside) replaces many professional software engineers and programmers…
Part of what you're missing is that OpenAI needs to justify its own overinflated valuation. They raise money on the premise that an AI-native company can and will outcompete giant established players, so lowballing Windsurf would run counter to the narrative they're selling to their own investors.
So they are effectively blowing their own bubble?
Re: OpenAI reaches agreement to buy Windsurf for $3B
#436Windsurf 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,…
For someone that never used windsurf, what features does it have that GitHub copilot does not? Reading their webpages I didn't spot any "killer feature" that would convince me to switch. I always felt that cursor and windsurf should be just extension to vscode instead of a fork. Was there some missing functionality is vscode that was missing? Is it still missing? There are some extensions that work in this way and al…
I'm going back and forth between Windsurf and Github Copilot right now. Windsurf's development iteration speed is much fast and features are added faster.
For example, Github only autocompletes based on what file you have opened in the current editor's tab. Windsurf indexes your entire code base and seems able to autocomplete based on what other files you have in your project. Autocomplete also spans across multiple lines and open tabs.
Windsurf's agentic tool (Cascade) can run terminal commands and read the output without opening a terminal like copilot. It can undo the agent's actions easier than Copilot. Though I think Cursor is superior in that regard, it can undo multiple checkpoints.
Still evaluating Windsurf but it, Cursor, and Claude Code are all more sophisticated than Github copilot at the moment. I'm sure copilot will catchup but by that time the other tools may have already iterated ahead.
Re: OpenAI reaches agreement to buy Windsurf for $3B
#437Windsurf 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,…
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.
Satya's talked about how some acquired companies such as LinkedIn and Github are allowed to operate independently for the most part and keep their culture. Or else we'd all be using Teams instead of the LinkedIn messaging feature!
Re: OpenAI reaches agreement to buy Windsurf for $3B
#438Earlier quoted context omitted.
[flagged]
Was this written by an LLM? Not accusative but something about the vibe strongly suggests it
This is beginnings of AI discrimination. If an answer is written by an LLM but equal or superior in quality to a human answer why question or disparage it?
I don't know but it looks like you're probably a white guy. Your mannerisms and vibes make it look like you're white. Nothing wrong with this, just wanted to point it out. See what I'm saying.
It's like the blade runner movies.
Re: OpenAI reaches agreement to buy Windsurf for $3B
#439[dead]
Re: OpenAI reaches agreement to buy Windsurf for $3B
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