zlacker

It blows my mind OpenAI wouldn't be able to build a Windsurf alternative for orders of magnitude less than $3B.

>>incorr+(OP)
Why didn't they just use ChatGPT to build it? Weird.

>>mrweas+x1
it would be only a few millions if they used cursor and Claude but their ego prevented it

>>incorr+(OP)
They can, of course, but why would they waste time on it? They are buying a tool, talent, and a heap of paying enterprise customers. This is a steal.

>>mrweas+x1
Sometimes it almost seems like the idea that LLMs are capable of instantly creating real, maintainable software is vastly overblown to inflate valuations...

>>michel+Sc
And they're probably buying it with equity, not cash.

>>bayare+od
Somebody didnt read their daily PR article about how CEOs are replacing entire teams with a few "rockstars vibe coding with AI"

>>michel+Sc
According to the various CEO's saying AI give 100x speedup they could just have one dev whip it up in a weekend no?

>>incorr+(OP)
they have an infinite war chest and building windsurf/cursor isn't the hard part, building a brand and sales environment around it is. why risk failing the execution and losing focus when you can just buy one with momentum?

it's also a bit of multiple arbitrage in terms of what seriously addressing the developer market means for their valuation, they likely recoup the 3b instantly.