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

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877 points rcchen | 1 comments | 11 Jul 25 21:35 UTC | HN request time: 0.208s | 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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TechDebtDevin ◴[11 Jul 25 23:51 UTC] No.44537998[source]▶
Cursor just committed mass consumer fraud at worst, and at best pissed off all their best customers. I feel really sorry for those who invested at a 9bb valuation.
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aeve890 ◴[12 Jul 25 00:16 UTC] No.44538127[source]▶
>Cursor just committed mass consumer fraud at worst, and at best pissed off all their best customers.

What happened?

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wadefletch ◴[12 Jul 25 00:36 UTC] No.44538243[source]▶
flip-flopping on pricing has led users to feel nickel-and-dimed

i like cursor fine, but check out the forum/subreddit to see people talking like addicts, pissed their fix is getting more expensive

i think this aggressive reaction is more pronounced for non-programmers who are making things for the first time. they tasted a new power and they don't want it taken away.

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LunaSea ◴[12 Jul 25 08:48 UTC] No.44540420[source]▶
That's where the real test lies for Cursor and programming LLMs.

Will users feel that a $200 subscription is worth it or not?

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1. lelanthran ◴[12 Jul 25 14:05 UTC] No.44542154[source]▶
I think what everyone, including those programmers advocating coding agents, are forgetting is that if you can have a full time programmer for $200/m, then that becomes the new value of programming labour in the open market.

IOW, the market will slowly but surely drive the labour rate for programming down to the cost of the cheapest coding agent.

So, sure, boasting about a 10x speedo on boilerplate has good metrics, but let's not delude ourselves that programmers are going to be paid enough to afford the $200/m coding agent in the future.