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> 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
by dist-epoch 1y ago
> 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.
- supportengineer 1y ago6 months of anyone's time is not worth 3 billion dollars.
- quantadev 1y agoThat 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.
- dockercompost 1y agoit's not just one person though
- pclmulqdq 1y agoAs usual, HN misses the point. The customer list was probably worth about $2.99 billion, and the engineering work about $10 million.
- mjirv 1y agoIs OpenAI having trouble acquiring enterprise customers?
- mplewis 1y agoWhat makes you think $3B worth of customers were committed to Windsurf at all, much less in a sticky/exclusive way?
- pqtyw 1y ago> 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.