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OpenAI is acquiring Windsurf for a massive $3 billion, according to Bloomberg. This is OpenAI’s biggest acquisition ever—and a major play in the AI coding wars. Windsurf’s agentic dev tools have been gaining serious traction. Now imagine them with OpenAI’s full model stack https://t.co/2ePwjQtfj9
OpenAI buying Windsurf for $3B isn’t about IDEs and definitely not about AI. It’s about owning the developer. Windsurf (formerly Codeium) figured out something most AI infra companies haven’t: distribution beats anything. They built a dev-facing product that’s actually used
OpenAI buys Windsurf for $3bn. Cursor gets another $900m investment and is valued at 9bn. The path is clear: the market sees the future in coding agents / AI editors. The models are becoming increasingly better and integrated directly into the AI editors. Most recently, Apple https://t.co/nOyQSwdrYL
How Windsurf Created an AI Coding Model and Got Acquired by OpenAI for $3B "So first of all, we ran the model ourselves. The reason why we were able to run it and provide it for free is we actually had our own inference run time at the time. And that obviously came from the https://t.co/70rMfDe1GT
Windsurf bought for $3B at ~$40M ARR (75x) by OpenAI. Cursor raised at $9B at ~$300M ARR (30x). GitHub was bought for $7.5B at ~$300M ARR (25x) by Microsoft, 2018. Shocking Google hasn't done anything here yet given how good Gemini 2.5 Pro is. Not unlikely that they buy Cursor.
OpenAI paid 72,000 B200s for Windsurf
Top Emerging AI trends (& why it favours open source) 1. Agent automation is the next moat. The models are good enough & they have access to all the tools via MCP, A2A Whoever nails reliable, long-term plan oriented agents will worth billions. I’m not talking about agents
ok so in 2022 openAI announced Codex, at the time the best code-editing model and originally a part of github copilot. yet three years later they've fallen so behind in the space they spend three BILLION dollars to acquire windsurf?? how is this possible https://t.co/UEE8nu6xPV
