zlacker

talented and smart folks for sure but can't not notice how much luck it is especially because its like 100% just better models. Windsurf raised a ton of money and then said they pivoted which they had millions raised to just do something completely different that likely wouldn't have been easier to raise for. Even in an interview with the cursor founder he kind of dumbly rambles that they launched and then basically lost a ton of traction until GPT4 came out. They have some core features like autocomplete but I'm struggling to see vision other than getting training data for iterative dev is a partial moat compared to just seeing commits and final code bases.

>>bfeynm+(OP)
Training data is almost certainly their main reason for this acquisition. Users themselves and the models they use don't really matter. What matters is their interactions with the models. Especially if you're trying to build coding agents that will be marketed to companies for $10k a month. OpenAI is going for the industry B2B opportunity here, not consumers or end users.

>>sigmoi+vS1
But aren't they getting this data already at a much larger scale? GPT is still one of the backbones in many coding assistants, even Windsurf.

>>thomas+gC2
They only get the preprocesses stuff that is sent to their api. But if you want to do complex coding tasks, you need the whole user interaction with the project and not just bits and pieces.