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A comment on OpenAI reaches agreement to buy Windsurf for around $3B. Parent comment

Re:OpenAI reaches agreement to buy Windsurf for around $3B by dist-epoch on Tuesday May 06, 2025 @09:28AM (#43904892)
> I wonder how much of the value is really from the model

> The other stuff could be more or less a VS Code plugin

The other stuff would take a team 6 months to implement. This is where the valuation comes from. Time to market, they are there TODAY.

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Re:OpenAI reaches agreement to buy Windsurf for around $3B by supportengineer on Tuesday May 06, 2025 @04:09PM (#43909121)
6 months of anyone's time is not worth 3 billion dollars.
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Re:OpenAI reaches agreement to buy Windsurf for around $3B by quantadev on Tuesday May 06, 2025 @11:03PM (#43911854)
That was my thoughts too. No text editor is worth $3B, and probably not even VSCode is. So I think this deal was about buying more customers/users and buying "relevance". OpenAI lost it's monopoly and they're worried they might become irrelevant so they basically just purchased something popular to remain relevant.
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Re:OpenAI reaches agreement to buy Windsurf for around $3B by dockercompost on Wednesday May 07, 2025 @12:22AM (#43912254)
it's not just one person though
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Re:OpenAI reaches agreement to buy Windsurf for around $3B by pclmulqdq on Tuesday May 06, 2025 @10:07PM (#43911559)
As usual, HN misses the point. The customer list was probably worth about $2.99 billion, and the engineering work about $10 million.
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Re:OpenAI reaches agreement to buy Windsurf for around $3B by mjirv on Tuesday May 06, 2025 @10:35PM (#43911695)
Is OpenAI having trouble acquiring enterprise customers?
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Re:OpenAI reaches agreement to buy Windsurf for around $3B by mplewis on Tuesday May 06, 2025 @10:39PM (#43911715)
What makes you think $3B worth of customers were committed to Windsurf at all, much less in a sticky/exclusive way?
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Re:OpenAI reaches agreement to buy Windsurf for around $3B by pqtyw on Wednesday May 07, 2025 @08:08AM (#43914640)
> customer list

How many customers do they have? At $30 per month it would take forever to pay off even with a lot of growth.

Open AI could release an equivalent VS Code clone and make it entirely free and it would still be a lot cheaper than $3 billion.

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