Thanks - this does help contextualize the $3B acquisition. When the story first broke all they seemed to be paying for was a coding agent (of which there are sooo many out there) and the large windsurf user base (but with no moat). So a lot of us were rather skeptical. The valuation is still kinda insane, I think, but Windsurf’s ability to train a frontier model - and with a much smaller team than the big AI shops - is the key differentiator from the Clines, Cursors, Aiders etc.

It is a bit of a shame that we’ll never get to see what they could do on their own. But I hope their clearly very talented employees do very well out of this.