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

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785 points rcchen | 1 comments | 11 Jul 25 21:35 UTC | HN request time: 0.235s | source
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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.

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woeirua ◴[11 Jul 25 23:37 UTC] No.44537910[source]▶
There is no moat. If you’re a true believer that strong agents are around the corner, then all of these add on companies will be obsolete in a few years. The first company to strong agents can trivially rebuild Cursor or Windsurf.
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herval ◴[12 Jul 25 01:07 UTC] No.44538414[source]▶
If you believe AGI is around the corner, doesn’t it mean it’ll replace ALL products?
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1. TrackerFF ◴[12 Jul 25 12:24 UTC] No.44541572[source]▶
If AGI is around the corner, I don't believe one single company will "own" that tech. It will be like it is today, where you have multiple models competing.

And after that, AGI will be open source.

In the end, ownership of data and compute will be the things that define the victors.