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1. pclmul+(OP)[view] [source] 2025-05-07 02:07:00
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+c2 >>mplewi+w2 >>pqtyw+HN
2. mjirv+c2[view] [source] 2025-05-07 02:35:34
>>pclmul+(OP)
Is OpenAI having trouble acquiring enterprise customers?
3. mplewi+w2[view] [source] 2025-05-07 02:39:42
>>pclmul+(OP)
What makes you think $3B worth of customers were committed to Windsurf at all, much less in a sticky/exclusive way?
4. pqtyw+HN[view] [source] 2025-05-07 12:08:59
>>pclmul+(OP)
> 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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