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

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894 points rcchen | 1 comments | 11 Jul 25 21:35 UTC | HN request time: 0.207s | source
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extr ◴[11 Jul 25 22:21 UTC] No.44537358[source]▶
IMO other than the Microsoft IP issue, I think the biggest thing that has shifted since this acquisition was first in the works is Claude Code has absolutely exploded. Forking an IDE and all the expense that comes with that feels like a waste of effort, considering the number of free/open source CLI agentic tools that are out there.

Let's review the current state of things:

- Terminal CLI agents are several orders of magnitude less $$$ to develop than forking an entire IDE.

- CC is dead simple to onboard (use whatever IDE you're using now, with a simple extension for some UX improvements).

- Anthropic is free to aggressively undercut their own API margins (and middlemen like Cursor) in exchange for more predictable subscription revenue + training data access.

What does Cursor/Windsurf offer over VS Code + CC?

- Tab completion model (Cursor's remaining moat)

- Some UI niceties like "add selection to chat", and etc.

Personally I think this is a harbinger of where things are going. Cursor was fastest to $900M ARR and IMO will be fastest back down again.

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firecall ◴[12 Jul 25 10:44 UTC] No.44541020[source]▶
Unless I’m understanding it wrong, the Tab Completion in Cursor isn’t a moat anymore.

VSCode & CoPilot now offer it.

Is it as good? Maybe not.

But they are really working hard over there at Copilot and seem to be catching up.

I get an Edu license for Copilot, so just ditched Cursor!

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1. andrewingram ◴[12 Jul 25 10:54 UTC] No.44541084[source]▶
I agree it has a good chance of catching up, but the difference in quality is pretty noticeable today. I'd much rather stick with vscode, because I hate all the subtle ways Cursor changes the UI; like taking over the keyboard shortcut for clearing the scrollback in the terminal. But I find it's pretty hard to use Copilot's tab completion after using Cursor for a while.