The only official-ish statement I’ve seen on this:<p>> Hey all this is speculation, probably stemming from earlier in the week when we had the joint livestream with OpenAI.<p>> There’s a ton of interest and attention on Windsurf rn which is awesome, but we are 100 percent focused on building amazing products.<p>> Not sure where this article came from, but we have some amazing updates next week that are gonna blow your socks off<p><a href="https://old.reddit.com/r/windsurf/s/0CR07Qwkf9" rel="nofollow">https://old.reddit.com/r/windsurf/s/0CR07Qwkf9</a>
Hmm... I thought they would buy Cursor yesterday. [0]<p>Anyway, it always makes sense to buy something much cheaper.<p>[0] <a href="https://news.ycombinator.com/item?id=43698819">https://news.ycombinator.com/item?id=43698819</a>
This would make a lot of sense for both sides I think. Owning the part of the stack that decides where the inference requests go is like Google owning the browser.
And people say there's no AI bubble...<p>I wonder what Cursor's market value is at this point. Definitey north of $10B right? Their founders and investors would be wise to exit while the AI market is still hot (and the rest is not).
It's not Adobe Dreamweaver with a chatbot plus a DAG-style job GUI, it's an agentic IDE ecosystem for $3B. But seriously, what am I missing here?