zlacker

>>swyx+(OP)
Very surprising outcome, since OpenAI went after Cursor (twice) [0] And I originally thought that Cursor would be bought instead a day before the rumour [1].

It was smart for Windsurf to take the offer and to get greedy in this hype cycle. Unless Cursor is thinking that Anthropic or someone else will buy them for a lot more, its going to get extremely competitive as the switching cost for Cursor is zero and that ARR can disappear very quickly.

Copilot will attempt to destroy Cursor on price and functionality for however long they want to.

Very risky for Cursor at $9B valuation (which I think is overvalued and based on VC FOMO).

[0] https://techcrunch.com/2025/04/17/openai-pursued-cursor-make...

[1] >>43698819

>>rvz+7X
sometimes products stick, like slack, dropbox, box cursor may survive