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[return to "OpenAI reaches agreement to buy Windsurf for $3B"]
1. rester+c51[view] [source] 2025-05-06 13:44:03
>>swyx+(OP)
- A $3B signal that OpenAI is unable to do product

- AI assisted coding is mostly about managing the context and knowing what to put in the context to avoid confusion and dumb mistakes, it's not about the UI.

- This signals that OpenAI believes that highly effective coding assistant LLMs will become a commodity / open source and so UI / tooling lock-in is a good investment.

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2. herval+3o1[view] [source] 2025-05-06 15:26:20
>>rester+c51
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)

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