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1. mdasen+(OP)[view] [source] 2025-05-06 20:32:21
The article also doesn't say that it's $3B in cash that OpenAI is spending. They might be giving Windsurf $3B worth of OpenAI shares - paying an inflated value for Windsurf with their own inflated value.

OpenAI just had a fundraising round that put them at $300B. Maybe they're just giving Windsurf 1% of OpenAI. Maybe they're even giving less than 1% - if OpenAI was worth $300B at the end of March and $150B last October, maybe they're worth $400B now. Maybe Windsurf is getting 0.75% of OpenAI that's "valued" at $3B.

replies(1): >>jofzar+v01
2. jofzar+v01[view] [source] 2025-05-07 08:01:05
>>mdasen+(OP)
> OpenAI just had a fundraising round that put them at $300B. Maybe they're just giving Windsurf 1% of OpenAI

That is the most hilarious maths I have ever seen, if this is true then it's maybe the biggest "holy fuck it's a bubble all the way down" I have ever seen

replies(1): >>tinodb+9N3
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3. tinodb+9N3[view] [source] [discussion] 2025-05-08 07:28:03
>>jofzar+v01
It is very likely that such a deal isn’t fully in cash. Maybe it’s 50/50, but probably a large part will be in stocks.
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