This is poor analysis. It claims OpenAI is spending “3 of its 40” billion in raised capital on Windsurf. Who said this was an all cash deal? And so if you’re p

This is poor analysis. It claims OpenAI is spending “3 of its 40” billion in raised capital on Windsurf. Who said this was an all cash deal? And so if you’re purchasing with equity in whole or in part, the critical question is, do you believe this product could be worth more than $3b in the future? That’s not at all a stretch. Cursor is awfully cozy with Anthropic, as well, and so if I’m OpenAI, I don’t mind having a competitive product inserted into this space. This space, by the way, that is at the forefront of demonstrating real value creation atop your platform.