I was so surprised (or shocked) to hear that Windsurf was getting acquired for 3 billion dollars, I made an HN post asking about the truth of that news - https://news.ycombinator.com/item?id=43933825. HN's system didn't like my tone I guess and removed it, lol.
But in any case, I just can't see how AI code editors like Windsurf or Cursor, without any proprietary model, can be valued at billions. What's the underlying IP that justifies these valuations?
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