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[parent] [thread] 7 comments
1. dist-e+(OP)[view] [source] 2025-05-06 13:28:46
> I wonder how much of the value is really from the model

> The other stuff could be more or less a VS Code plugin

The other stuff would take a team 6 months to implement. This is where the valuation comes from. Time to market, they are there TODAY.

replies(2): >>suppor+d61 >>pclmul+xJ1
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2. suppor+d61[view] [source] 2025-05-06 20:09:55
>>dist-e+(OP)
6 months of anyone's time is not worth 3 billion dollars.
replies(2): >>quanta+iO1 >>docker+KU1
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3. pclmul+xJ1[view] [source] 2025-05-07 02:07:00
>>dist-e+(OP)
As usual, HN misses the point. The customer list was probably worth about $2.99 billion, and the engineering work about $10 million.
replies(3): >>mjirv+JL1 >>mplewi+3M1 >>pqtyw+ex2
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4. mjirv+JL1[view] [source] [discussion] 2025-05-07 02:35:34
>>pclmul+xJ1
Is OpenAI having trouble acquiring enterprise customers?
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5. mplewi+3M1[view] [source] [discussion] 2025-05-07 02:39:42
>>pclmul+xJ1
What makes you think $3B worth of customers were committed to Windsurf at all, much less in a sticky/exclusive way?
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6. quanta+iO1[view] [source] [discussion] 2025-05-07 03:03:42
>>suppor+d61
That was my thoughts too. No text editor is worth $3B, and probably not even VSCode is. So I think this deal was about buying more customers/users and buying "relevance". OpenAI lost it's monopoly and they're worried they might become irrelevant so they basically just purchased something popular to remain relevant.
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7. docker+KU1[view] [source] [discussion] 2025-05-07 04:22:17
>>suppor+d61
it's not just one person though
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8. pqtyw+ex2[view] [source] [discussion] 2025-05-07 12:08:59
>>pclmul+xJ1
> customer list

How many customers do they have? At $30 per month it would take forever to pay off even with a lot of growth.

Open AI could release an equivalent VS Code clone and make it entirely free and it would still be a lot cheaper than $3 billion.

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