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It's a bubble about to pop. That's where the value is coming from.
by rpgbr 1y ago
It's a bubble about to pop. That's where the value is coming from.
- ignoramous 1y agoBubble or not, given the exit, Windsurf's (Codeium) focus on enterprise sales motion has been rewarded rather handsomely: https://research.contrary.com/company/windsurf https://research.contrary.com/company/windsurf / mirror: https://archive.vn/ThWNz https://archive.vn/ThWNz
- alexchantavy 1y agoYeah, in the recent Lightcone Podcast episode, Varun was talking about how they have a lean eng team but large sales org. I thought that was super interesting for a dev tool since I was expecting a dev tool to involve bottom-up sales to the dev instead of top-down sales to a leader like a CTO or VP of Eng
- conartist6 1y agoIt will be super interesting to see how they do against the inverse: an engineering-focused company that wants to win devs from the bottom up
- alexchantavy 1y ago100%. You're referring to Cursor?
- tracerbulletx 1y agothats how you spend a lot of time making something great that no one pays for and everyone demonizes you if you even try
- throw234234234 1y ago5 years ago if you said coding tools would be worth in the billions in value it would of been surprising to most people. Dev Tools were the thing you could never get a company to buy for you or were just free for most people. Interesting times.
- mike_hearn 1y agoDev tools are still very hard to sell (I know, I have a dev tools company). Claude Code, Aider and Codex are given away for free. What people are buying is access to proprietary general purpose models.
- madduci 1y agoIt's all about stocks
- deleted 1y ago[deleted]