←back to thread

OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google

(www.theverge.com)
757 points rcchen | 2 comments | 11 Jul 25 21:35 UTC | HN request time: 0.413s | source
Show context
dalemhurley ◴[11 Jul 25 22:24 UTC] No.44537376[source]▶
Cursor (and Garry Tan’s X post) has shown us that the VC money is propping up these companies astounding growth, the only way for them to become profitable is to increase the cost per a request, which means they need to innovate like crazy.

The moat is paper thin.

GitHub has open sourced copilot.

The open source community is working hard on their own projects.

No doubt Cursor is moving fast to create amazing innovations, but if the competition only focuses on thin wrappers they are not worth the billion dollar valuations.

I love watching this space as it is moving extremely fast.

replies(6): >>44537680 #>>44537693 #>>44537910 #>>44537998 #>>44538331 #>>44540883 #
bmau5 ◴[11 Jul 25 23:05 UTC] No.44537693[source]▶
What was Garry's post?
replies(2): >>44538632 #>>44538734 #
1. ec109685 ◴[12 Jul 25 02:13 UTC] No.44538734[source]▶
https://x.com/garrytan/status/1941553682736439307

The thesis is that once you’re paying $200 a month, you’re beholden and won’t pay and compare it with anything else.

replies(1): >>44539821 #
2. romanovcode ◴[12 Jul 25 06:29 UTC] No.44539821[source]▶
Until something else comes around for similar price and is much better.

Good thing for consumers who use AI coding tools is that there is no lock-in like in Photoshop or similar software where you hone your skills for years to use particular tool. Switching from Cursor to any other platform would literally take 10 minutes.