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OpenAI looked at buying Cursor creator before turning to Windsurf

130 点作者 mfiguiere大约 1 个月前

20 条评论

OxfordOutlander大约 1 个月前
It makes sense for OpenAI to overpay for wrapper companies that have distribution - a good analogy is British pub (bar) companies. By mid 2000s they were struggling. Low margins, rising cost base, expensive debt.<p>What saved them? Heineken. They didn&#x27;t care if the pubs made much of a profit - they made positive margins on having people drink their beer at market prices. They just wanted to increase volume. So they bought up several major players. In 2008 they acquired Scottish &amp; Newcastle&#x27;s operations, later thought bought Star Pubs &amp; Bars, which had 1,049 leased and tenanted pubs, and finally half of Punch Taverns.<p>The same strategy can work for OpenAI - buy up the wrapper companies, and make sure YOUR models are served to the user base.
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justanotheratom大约 1 个月前
Recently, OpenAI CFO Sarah Friar said,<p>&quot;We have something called A-SWE, which is the Agentic Software Engineer. And this is where it starts to get really interesting because it’s not just about augmenting a developer, like a Copilot might do, but actually saying, ‘Hey, this thing can go off and build an app.’ It can do the pull request, it can do the QA, it can do the bug testing, it can write the documentation.&quot;<p><a href="https:&#x2F;&#x2F;www.youtube.com&#x2F;watch?v=2kzQM_BUe7E" rel="nofollow">https:&#x2F;&#x2F;www.youtube.com&#x2F;watch?v=2kzQM_BUe7E</a> The relevant discussion about A-SWE begins around the 11:26 mark (686 seconds).
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nopinsight大约 1 个月前
OpenAI‘s early investment in Cursor was a masterstroke. Acquiring Windsurf would be another.<p>Next advances in coding AI depend on real-world coding data, esp how professional developers use agentic AI for coding + other tasks.<p>RL works well on sufficiently large base models as shown by rapid progress on verifiable problems with good training data, e.g. competition math, competitive coding problems, scientific question answering.<p>Training LLMs on detailed interaction data from AI-powered IDEs could become a powerful flywheel leading to the automation of practical coding.
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fidotron大约 1 个月前
This is beginning to look a bit like OpenAI is becoming to startups what Facebook was in the Instagram and WhatsApp era. Back then Facebook were far more established, and mobile was a big catalyst, but the sums being mentioned here are very large.<p>We should all start building the products that we think will terrify OpenAI most.
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CalmStorm大约 1 个月前
I don’t quite understand why OpenAI would pay so much when there’s a solid open-source alternative like Cline. I tried both, and feel that Cline with DeepSeek v3 is comparable to Cursor and more cost-effective.
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paxys大约 1 个月前
It&#x27;s funny that in under a year we went from Sam Altman publicly saying that OpenAI was going to &quot;steamroll&quot; startups that were building products within its blast radius to now offering multiple billion dollars for those same startups.
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tristanb大约 1 个月前
Oh man - I love Windsurf, but only use Claude in there. This doesn&#x27;t sound like great news to me.
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fpgaminer大约 1 个月前
Usability&#x2F;Performance&#x2F;etc aside, I get such a sense of magic and wonder with the new Agent mode in VSCode. Watching a little AI actually wander around the code and making decisions on how to accomplish a task. It&#x27;s so unfathomably cool.
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PUSH_AX大约 1 个月前
Buying a VSCode fork for billions seems wild to me, but hey.
redbell大约 1 个月前
I&#x27;m not entirely sure if this strategy will work out well for OpenAI. In my opinion, an AI company, especially in its early stages, should focus intensely on refining and expanding its core products—those they plan to monetize through APIs—rather than diverting resources toward acquiring wrapper companies. Cursor, for instance, gained traction by embedding Anthropic&#x27;s Claude Sonnet model to automate programming tasks. If OpenAI were to acquire Cursor or a similar IDE, a key question arises: <i>would they keep it open to other models, or would they restrict it to OpenAI&#x27;s ecosystem?</i><p>Additionally, there’s speculation that OpenAI might be venturing into social media (<a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=43694877">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=43694877</a>). If true, this could open up numerous competitive fronts that the company may struggle to handle effectively. They’re already dealing with fierce competition in their core business, so expanding too quickly into unrelated areas could spread their focus and resources too thin, potentially weakening their competitiveness in unfamiliar markets.
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threecheese大约 1 个月前
Interestingly I had an email from Windsurf a few days back suggesting I lock in an early adopter price, as they expected to release new pricing plans and increases.<p>Related to a potential M&amp;A from OpenAI? I’m less likely to follow their suggestion if they turn around and bake this into OpenAI’s product suite.
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AriUgwu大约 1 个月前
I like Windsurf and that is an _odd_ feeling. In part because it does feel like I’m working with a very smart junior developer.<p>It allows me to do documentation driven design in my hobby work and as a result has restored a great deal of joy in that process. Genuinely a surprise for me.<p>Tried all the front runners and only Windsurf gave me this feeling. Happy for their success. Less happy that my current $10&#x2F;mo sub might get locked behind a $$$ bundle because someone in the OpenAI c-suite said “Finally, some steak to help sell our sizzle!”
basisword大约 1 个月前
I can see why they’re doing it. If I use Cursor I can pick the best model - I’m not stuck using OpenAI if someone outperforms them. If they own the tools they can takeaway that choice.
warthog大约 1 个月前
i wonder what the price was. If it was around $20 Bn which OAI could have afforded and okay to ask by Cursor guys, tough decision not to sell here.<p>You are 25 yo and made $2.5 Bn in 4 years
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bhl大约 1 个月前
What&#x27;s the hard technical aspects of building a product like Windsurf or Cursor?<p>I&#x27;ve only seen codebase indexing or generating embeddings with Turbopuffer. There has to be more magic to that, right?
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bionhoward大约 1 个月前
I’m hopeful the Windsurf folks see reason and refuse this deal, because OpenAI’s prohibition on learning is absolutely insane to force on devs, isn’t it?
square_usual大约 1 个月前
Holy shit, what are these numbers? $3B for Windsurf? Windsurf doesn&#x27;t even have models of its own, or any fundamental research, it&#x27;s mostly a wrapper around an editor (that is becoming hostile to wrappers, btw) and prompts. How can anyone look at the amount of money flowing around here and think this is rational?
segmondy大约 1 个月前
So no AGI? and AI is not good enough to replace their programmers?<p>Or... do they need more coding data from programmers to train their models?
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maille大约 1 个月前
Are there any similar solutions for MSVC? Almost all these tools are focused on VSCode.
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demarq大约 1 个月前
If OpenAI buys windsurf I’m canceling my subscription immediately!
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