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> The reason is that there is no secret sauce and 95% of the magic is in the LLM itself Makes that "$3 billion" valuation for Windsurf very suspect
by xnx 1y ago
> The reason is that there is no secret sauce and 95% of the magic is in the LLM itself
Makes that "$3 billion" valuation for Windsurf very suspect
- rrrx3 1y agoIndeed. But keep in mind they weren't just buying the tooling - they get the team, the brand, and the positional authority as well. OpenAI could have spun up a team to build an agent code IDE, and they would have been starting on the back foot with users, would have been compared to Cursor/Windsurf... The price tag is hefty but I figure it'll work out for them on the backside because they won't have to fight so hard to capture TAM.
- TonyEx 1y agoThe value in the windsurf acquisition isn't the code they've written, it's the ability to see what people are coding and use that information to build better LLMs. -- Product development.