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OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

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Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#431

Post by 0xDEAFBEAD »

tsimionescu wrote: post #410
0xDEAFBEAD wrote: post #393

Earlier quoted context omitted.

I mean, if you wanna get technical, many companies in Silicon Valley are worker-owned (equity compensation)

They are not worker owned, they have some small amount of worker ownership. But the majority of stock is never owned by workers, other than the CEO.

Consider also that VC funds often have pension funds as their limited partners. Workers have a claim to their pension, and thus a claim to the startup returns that the VC invests in.

So yeah it basically comes down to your definition of "worker-owned". What fraction of worker ownership is necessary? Do C-level execs count as workers? Can it be "worker-owned" if the "workers" are people working elsewhere?

Beyond the "worker-owned" terminology, why is this distinction supposed to matter exactly? Supposing there was an SV startup that was relatively generous with equity compensation, so over 50% of equity is owned by non-C-level employees. What would you expect to change, if anything, if that threshold was passed?

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#432

Post by LunaSea »

wadefletch wrote: post #209
aeve890 wrote: post #195

Earlier quoted context omitted.

>Cursor just committed mass consumer fraud at worst, and at best pissed off all their best customers. What happened?

flip-flopping on pricing has led users to feel nickel-and-dimed i like cursor fine, but check out the forum/subreddit to see people talking like addicts, pissed their fix is getting more expensive i think this aggressive reaction is more pronounced for non-programmers who are making things for the first time. they tasted a new power and they don't want it taken away.

That's where the real test lies for Cursor and programming LLMs.

Will users feel that a $200 subscription is worth it or not?

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#433

Post by dukeyukey »

khurs wrote: post #429
extr wrote: post #56

IMO other than the Microsoft IP issue, I think the biggest thing that has shifted since this acquisition was first in the works is Claude Code has absolutely exploded. Forking an IDE and all the expense that comes with that feels like a waste of effort, considering the number of free/open source CLI agentic tools that are out there. Let's review the current state of things: - Terminal CLI agents are several orders of…

>What does Cursor/Windsurf offer over VS Code + CC? A lot of devs are not superstar devs. They don't want a terminal tool, or anything they have to configure. A IDE you can just download and 'it just works' has value. And there are companies that will pay.

CC _is_ that took. npm install, login, give tasks. Diff automatically appears in your IDE (in VSC/Intellij at least).

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#434

Post by sumedh »

asdev wrote: post #30

I never knew anyone who used Windsurf. These AI acquisitions have been unbelievable(in a bad way). WIX acquired some garbage Lovable.dev clone for 80 million. I think many of us are waiting for this bubble to pop(economy will likely pop too)

I was on Windsurf's grandfather $10 per month plan, it was really good during the Sonnet 3.5 and 3.7 days

I am still a paid subscriber but most of my usage is claude code now becaue Windsurf does not Sonnet 4 included in their plan.

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#435

Post by LunaSea »

tlogan wrote: post #176
quantified wrote: post #114

Earlier quoted context omitted.

When you want to make a big impact for a big payday, why would this surprise you? Gentle reminder that more startups die by suicide than homicide, and that an early-stage startup is a total crapshoot.

Yes, startups are always a bit of a gamble, but this feels like a captain abandoning ship while it’s still full of sailors (many of whom have families depending on them). This really is a whole new level of getting screwed.

Isn't this the case for pretty much every startup that gets sold?

Founders get a big pay day and leave within a couple years while 100 employees share a 1% of the company between themselves.

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#436

Post by sumedh »

3abiton wrote: post #6

It's unclear if OpenAI cancelled the deal, or Google poached them? Either way, this season of "OpenAI Drama" is wild. First Meta, now Google. Your turn Amazon / Microsoft.

MS probably killed the deal, MS wanted access to Windsurf to make Co Pilot better while OpenAI did not want to give them access.

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#437

Post by teiferer »

extr wrote: post #153
ashraymalhotra wrote: post #151

Earlier quoted context omitted.

Maybe the OP got confused with Cursor's $900mil raise? https://cursor.com/blog/series-c Last disclosed revenue from Cursor was $500mil. https://www.bloomberg.com/news/articles/2025-06-05/anysphere...

Yeah that’s probably it!

That's the same order of magnitude though.

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#438

Post by sebastianz »

e1g wrote: post #338
foolishgame wrote: post #253

Earlier quoted context omitted.

I am curious what kind of code development you are doing with so many subscriptions? Are you doing front end backend full stack or model development itself? Are you destilling models for training your own? I have never heard someone using so much subscription? Is this for your full time job or startup? Why not use qwen or deep seek and host it yourself? I am impressed with what you are doing.

I’m a founder/CTO of an enterprise SaaS, and I code everything from data modeling, to algos, backend integrations, frontend architecture, UI widgets, etc. All in TypeScript, which is perfectly suited to LLMs because we can fit the types and repo map into context without loading all code. As to “why”: I’ve been coding for 25 years, and LLMs is the first technology that has a non-linear impact on my output. It’s simult…

> data modeling, to algos, backend integrations, frontend architecture, UI widgets, etc. All in TypeScript, which is perfectly suited to LLMs because we can fit the types and repo map into context without loading all code.

Which frameworks & libraries have you found work well in this (agentic) context? I feel much of the js lib. landscape does not do enough to enforce an easily-understood project structure that would "constrain" the architecture and force modularity. (I might have this bias from my many years of work with Rails that is highly opinionated in this regard).

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#439

Post by nurettin »

tonyhart7 wrote: post #392
csomar wrote: post #321

Earlier quoted context omitted.

The way I am doing the math with my Max subscription and assuming DeepSeek API prices, it is still x5 times cheaper. So either DeepSeek is losing money (unlikely) or Anthropic is losing lots of money (more likely). Grok kinda confirms my suspicions. Assuming DeepSeek prices, I've probably spent north of $100 of Grok compute. I didn't pay Grok or Twitter a single cent. $100 is a lot of loss for a single user.

what?? sonnet/opus is way better than deepseek, how can you compare that to deepseek also you probably talking about distilled deepseek model

I haven't tried deepseek but I've seen claude do crazy things if you are at the correct random.seed

Re: OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

#440

Post by threatripper »

adamoshadjivas wrote: post #76
extr wrote: post #56

IMO other than the Microsoft IP issue, I think the biggest thing that has shifted since this acquisition was first in the works is Claude Code has absolutely exploded. Forking an IDE and all the expense that comes with that feels like a waste of effort, considering the number of free/open source CLI agentic tools that are out there. Let's review the current state of things: - Terminal CLI agents are several orders of…

Agreed on everything. Just to add, not only anthropic is offering CC at like a 500% loss, they restricted sonnet/opus 4 access to windsurf, and jacked up their enterprise deal to Cursor. The increase in price was so big that it forced cursor to make that disastrous downgrade to their plans. I think only way Cursor and other UX wrappers still win is if on device models or at least open source models catch up in the ne…

But Cursor is also offering OpenAI and Google models.
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