Windsurf, every mention
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every year anyone Harry Stebbings 79Jason Lemkin 46Varun Mohan 15Rory O'Driscoll 12Scott Wu 5Immad Akhund 5Nikesh Arora 3Aatish Nayak 3Matt Biilmann 2Zach Lloyd 1
Verbatim, from the transcripts: the passages where Windsurf comes up
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 13:49 Jason Lemkin I mean, and again, anthropic did the same thing with windsurf when we started this show, right?
- ▶ 37:20 Harry Stebbings Um, what's happened with their acquisition of Winsurfer in the past?
- ▶ 42:35 Jason Lemkin When he, when he hired windsurf and hired, fired after people, he's like, these guys, we have to work seven days a week at our company.
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 19:17 Rory O'Driscoll Some of the coding tools, I think even, they didn't have a big business, but I think Windsurf and even, um, come on, Cursor were doing something else right at the start, but because they were super small, they pivoted in 22 really fast.
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 1:16:47 Nikesh Arora Hey, Winsurf sold to Cognition, right?
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 1:13:56 unnamed speaker When we started this podcast, 60 weeks ago, it was toxic to be running cognition and telling folks they had to run seven days a week and laying off half of windsurf when you acquired them because they weren't willing to work hard enough.
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 47:10 Nikesh Arora I think we had Windsurf, we had Devon, we had, which is now Cognition. 2 times in the scene
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 1:32:01 Jason Calacanis When they acquired windsurf, he said, we're, we're letting a lot of the folks go
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 1:56 Jason Lemkin We thought, I mean, we, when we started the show, we were talking about Windsurfer.
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 57:15 Harry Stebbings From doing Windsurf's first round,
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- ▶ 1:09:33 unnamed speaker And Michael from Cursor wrote this, not only did they leak the two billion, but he wrote a post, which, you know, a tweet article, which seemed kind of weird, but talking about how the whole future of Cursor is sort of safely managing…
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 20:28 Harry Stebbings One being Windsurf, uh, and the other being Chronosphere.
- ▶ 29:27 unnamed speaker I mean, you had the whole Google windsurf saga, right? 2 times in the scene
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 1:06:38 Jason Lemkin We, we, we, we talk about a couple LMs, but like so many of the, the high hot companies use their own LMs and their Chinese models, cursor zone model, Chinese model windsurf.
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 19:43 Maor Shlomo Um, I think the cursor and the windsurf or cognition of the world are doing a fantastic job with focusing on the existing, um, dev community and kind of like target audience, and there's a lot to do there.
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 34:25 unnamed speaker I think it emerged Curser, I think it emerged, ah, you know, kind of Winsurf, and then to a different extent Cognition, by the B, and it was obvious that those were the names. 2 times in the scene
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 26:45 Zach Lloyd So every other single product out there is either a clone of VS Code, which again is Codex or Cursor or Windsor for whatever.
20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon
- ▶ 20:30 Harry Stebbings When you compare it to like a cursor or a windsurf, you don't have that same parallel.
- ▶ 25:16 Harry Stebbings I spoke to Varun at Windsurf about this. 2 times in the scene
- ▶ 45:45 Harry Stebbings Like, no offense, your engineers are debating between Cursor and Windsurf and what the new MCP XYZ protocol is.
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong
- ▶ 22:10 Harry Stebbings Because if you look at, say, like a windsurf or a cursor, actually the commoditization of technology means that they don't have leverage and the switching is much easier.
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 14:28 Rory O'Driscoll I would argue in both scale AI's perspective and, you know, Winsurf's perspective, the objective facts were you, the, the offers being made, let's call them the attempted acquisitions. 2 times in the scene
Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
- ▶ 1:11:22 Harry Stebbings Does anyone use Windsurf or Devon?
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
- ▶ 1:29:48 Jason Lemkin You either gotta sell or you gotta do the inverse one like, uh, with windsurf and buy.
Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt · 20VC with Harry Stebbings
- ▶ 45:11 Harry Stebbings Do you agree then with Scott from Cognition, who clearly said to Winsurf employees after hiring them or buying the company, it's six days a week.
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- ▶ 4:08 Rory O'Driscoll Windsurf.
- ▶ 21:56 Jason Lemkin You know, we talked the last couple of weeks about, um, cognition buying Windsurf, right?
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 1:07:15 Harry Stebbings And windsurf, um, both had eighty-five million in revenue, so combined you're at one 70, being priced at the new fifteen billion dollars.
- ▶ 1:10:58 unnamed speaker Then the investors and the founders having to take the hundred million out of their own pocket and leave it in windsurf.
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
- ▶ 1:11:20 Harry Stebbings Your Google's buying Windsurf 2 times in the scene
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- ▶ 26:59 Harry Stebbings And then Neil also does windsurf at seed.
How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
- ▶ 1:34 Jason Lemkin The flip side is what I, I'm embarrassed, Harry, that we've been talking about Cursor and Windsurf and Claude and Claude, we've been talking about all these big numbers and rounds, but I never understood the general topic of safety and… 3 times in the scene
- ▶ 9:14 Jason Lemkin Windsurf was not as defensible because the moment they lost Claude code, they had almost no value to the community, right? 3 times in the scene
- ▶ 13:42 Rory O'Driscoll The scary fact is what Antropic did to win stuff, which is the minute you try and do an M&A, they cut you off at the knees and it hurt, right? 4 times in the scene
- ▶ 21:10 Rory O'Driscoll I mean, yeah, they were about to buy Winsurf.
Surge CEO & Co-Founder, Edwin Chen: Scaling to $1BN+ in Revenue with NO Funding · 20VC with Harry Stebbings
- ▶ 52:07 Harry Stebbings I'm an investor in poolside, which, uh, if you don't know, obviously is kind of in the, um, same space as say a cursor or a windsurf, but they're bluntly, they seemingly are much more behind because they've built their own models and they…
Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
- ▶ 0:15 Harry Stebbings The only thing that anyone wants to talk about this week is Cognition by Winsurf.
- ▶ 1:04 Harry Stebbings I just want to start, and we're going to start, like, at present day, and work our way around, but I just want to start with, like, how did you learn about the potential ability for you to acquire Windsurf, and how did that opportunity… 4 times in the scene
- ▶ 10:41 Harry Stebbings When, when you think like, holy shit, anything can happen style, which it is today, one of the like, oh, shits that could happen that's very obvious to, I think, me and everyone is like, the dependency now around Anthropic, you know,… 2 times in the scene
- ▶ 24:50 Harry Stebbings Cursor and Windsurf owned consumer attention and owned the brand.
- ▶ 25:01 Scott Wu Yeah, so it's, it's funny because I, I think there's always an external perception, and then there's some kind of internal what's actually going on with the numbers, and without going too much into detail, what I can say is that in the… 3 times in the scene
- ▶ 35:06 Scott Wu Um, I, I think that's gonna be a really fun question to figure out in terms of, you know, what happens with the, the combination of windsurf and Devon. 2 times in the scene
Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
- ▶ 0:00 Jason Lemkin Windsurf was hopeless before this deal. 4 times in the scene
- ▶ 0:56 Harry Stebbings But on Friday, I think it was, Windsurf announced and Varun announced that there would be an agreement with Google whereby the IP and the team 10 times in the scene
- ▶ 21:27 unnamed speaker Cursor, uh, Lovable, your rat plates, but then obviously also your windsurfs, have paved the way, and despite Cognition taking an early lead, they were left behind completely. 10 times in the scene
- ▶ 37:37 Jason Lemkin So I think I would, if I could invest in Replit or Lovable at two billion compared to Windsurf, it seems like a much better deal. 4 times in the scene
- ▶ 53:07 Rory O'Driscoll But I think a lot of my focus with my companies is on, I said to one, your entire, let me tell you, the asset value, ironically, very different than Winsuff, the asset value of this company 2 times in the scene
- ▶ 1:14:22 Jason Lemkin The reason I think it's interesting is it just shows us the scale today and that we started this talking about 3,000,000,002 and a half billion into windsurf and Google and like it's, this is nickels and dimes. 2 times in the scene
Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
- ▶ 3:20 Vlad Tenev We've moved from, you know, GitHub Copilot, which is an auto-complete system, to Cursor, and now things like Windsurf, where, I mean, nearly all of the code is, is written by AI, and the adoption rate within engineering for, for us is,
20Product: How Duolingo Build Product 10x Faster with AI | Duolingo's Biggest Lessons on Paywalls, Push Notifications and In-App Purchases | Why Small Teams are the Future of Product | Why PMs Will Become Extinct with Cem Kansu, CPO @ Duolingo
- ▶ 22:13 Harry Stebbings When we look at your cursors or your windsurf, so any of these tools that, you know, our engineering teams are using today, do they make 10 X engineers a hundred X or do they make average engineers 10 X? 4 times in the scene
Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings
- ▶ 5:22 Harry Stebbings Which is exactly what you'll see happen with Winsurf being turned off of Anthropics model.
Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
- ▶ 50:19 Jason Lemkin Now, if you're a developer, if you're, if you're sitting in windsurf or lovable all day, you get this, and it's not this simple because you're consuming many more tokens, right? 3 times in the scene
Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
- ▶ 0:07 Harry Stebbings So excited to welcome one of the hottest, most talked about startups from the Valley to Windsurf and their CEO Varun.
- ▶ 2:19 Harry Stebbings What do you believe was your non-conventional insight when you made the pivot to windsurf?
- ▶ 6:02 Varun Mohan And the same is also true for, for ideas like windsurf. 2 times in the scene
- ▶ 9:04 Varun Mohan For the code agent product that we launched with Windsurf, we actually had a first cut of that product in the beginning of last year, and it was not good. 2 times in the scene
- ▶ 12:51 Varun Mohan Yeah, I think in our category, maybe if I was to just say this in our category, a lot of our users of Windsurf are actually people that are non-developers. 3 times in the scene
- ▶ 18:00 Varun Mohan Like, for instance, when we built the first working version of, like, the agent in Windsurf, um, the, even the crappy version of that was able to do things that we were never able to do in the past, like, eight or nine months ago.
- ▶ 20:24 Varun Mohan And once we had windsurf, we were able to invest much more in the capability.
- ▶ 20:42 Harry Stebbings Everyone says, cursor windsurf, I can switch between the two.
- ▶ 26:29 Harry Stebbings People associate with being a windsurf user or a cursor user. 6 times in the scene
- ▶ 32:10 Varun Mohan As the technology gets better and better, people that are technical adjacent are going to be using Windsurf as well.
- ▶ 36:43 Varun Mohan But we would like it so that they're using Windsurf.
- ▶ 37:24 Varun Mohan So the idea of async remote agents, if you were to look at a product like Windsurf, Windsurf is actually a local agent that runs, runs locally, and it can do very long running tasks. 2 times in the scene
- ▶ 46:35 Varun Mohan Yeah, I think for us to go out and build Windsurf, we actually felt that we needed a massive, like, technical breakthrough of, like, actually a new product experience, and I think that was the only reason why we actually decided to go out…
- ▶ 47:50 Varun Mohan Uh, for when we launched Windsurf, uh, we were, we were the very first ones.
- ▶ 1:02:04 Harry Stebbings If you had to make windsurf open source tomorrow, how would you feel and what would you do instead to win? 4 times in the scene
20Sales: From $2M ARR to $40M ARR: The Playbook | How to Use AI To Supercharge Your Sales Team | Why Pipeline Reviews are BS | The Sales Call Script that Closes 99% of Prospects and How to Hire the Best Sales Reps with Kyle Norton, CRO @ Owner
- ▶ 1:18:26 Harry Stebbings As always, I so appreciate all your support, and I cannot wait to bring you an incredible episode with Varun at Windsurf on Monday.
OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
- ▶ 10:30 Jason Lemkin Okay, they want to work at OpenAI or Windsurf. 2 times in the scene
Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
- ▶ 51:49 Jason Lemkin The talent that they, that, that OpenAI, Anthropic, Cursor, and Windsurf attract, it's epic.
- ▶ 1:04:47 Harry Stebbings I mean, to be fair, Windsurf ran faster than anyone in terms of what they built as quickly as they did do, and then to get to the sale position that they did do. 2 times in the scene
20Product: Figma CPO on How Figma Builds Products: What Works, What Does Not | How Figma Does Testing and Product Reviews | The Future of Design, Engineering and Product with Yuhki Yamashita
- ▶ 24:10 Harry Stebbings Do you mandate Cursor, Windsurf?
OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
- ▶ 1:16:00 Jason Lemkin Like they're going to work for, for windsurf.
20VC Exclusive: Mercury Founder Launches First $26M Fund with Immad Akhund · 20VC with Harry Stebbings
- ▶ 25:32 Immad Akhund Like, windsurf will come along and charge 20 dollars. 5 times in the scene
Benchmark vs a16z: Why Stage Specific Firms Win · 20VC with Harry Stebbings
- ▶ 1:06 Harry Stebbings Windsurf potentially 3 times in the scene
- ▶ 18:57 Harry Stebbings Neil Mater doing the, the seed and the pre-seed for WindSurf, Sequoia, Lightspeed, General Catalyst, do more pre-seeds than anything.
- ▶ 43:04 Jason Lemkin And I was on another and every CEO that I know, and this is micro, this is not macro, but every CI CEO I know that's at growth scale has that isn't windsurf has some version of a hiring freeze going on, right?
- ▶ 59:54 Jason Lemkin Um, it, it, it is like there's true windsurf too, but the defense ability is confusing, but I think what they're good at is, uh, uh, uh, doing strong enterprise deployments, like getting it done, get doing the heavy lifting. 2 times in the scene
Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings
- ▶ 6:55 Harry Stebbings Because you see now with open AI potentially buying windsurf, the desire to move into application layer, you see more and more advancement in the models moving into application.
- ▶ 28:53 Bucky Moore And I can tell you now as an investor, when I'm out there looking for new ideas, I am often looking for the signals that I saw in companies like Glean or companies like Windsurf that have just had this incredible market pool and reception.
- ▶ 29:17 Harry Stebbings You have such a unique perspective from Glean and Windself in particular. 3 times in the scene
- ▶ 41:58 Harry Stebbings And who did, who won from Winsurf?
What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
- ▶ 52:37 Harry Stebbings I'm worried because you see people like windsurf and cursor who are creating the most insane amount of value now doing like a billion lines of code a day charging now windsurf price slash. 6 times in the scene
- ▶ 55:09 unnamed speaker Co-pilot versus Cursor and WinServe is number friggin' one on their gotta kill list for Microsoft, number one.
- ▶ 1:01:53 Harry Stebbings And I think that's why you'll see Neil Mata lead the great lead the seed for, uh, Windsurf, because there's a realization that there's no fricking way you can get in unless you are there. 4 times in the scene
- ▶ 1:25:52 unnamed speaker And, and literally it's 50% across Windsor, like 50% productivity. 3 times in the scene
How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
- ▶ 1:13 Harry Stebbings Windsurf's three billion dollar acquisition.
- ▶ 2:37 Jason Lemkin Uh, windsurf is pretty epic.
- ▶ 7:50 Rory O'Driscoll If they don't do, um, if they don't do Winsurf now, the line of other coding apps outside the OpenAI office is going to go around the frickin' block.
- ▶ 8:11 Jason Lemkin Another thing that maybe people miss a little bit on M&A is, um, you don't have to, if, if OpenAI does buy Windsurf, you don't have to do the brutal Salesforce Oracle strategy and say it's us or nothing. 2 times in the scene
- ▶ 10:58 Jason Lemkin How many, how many windsurfs do you need?
- ▶ 12:13 Jason Lemkin I think when, when this multi-stage thing now that starts to get perfected, like on a windsurf, right?
- ▶ 18:59 Jason Lemkin I don't know the whole story of Windsurf. 4 times in the scene
- ▶ 22:52 Jason Lemkin These products, you know, if you don't use much, any, uh, windsurf it's 20 bucks a month. 3 times in the scene
- ▶ 23:48 Harry Stebbings Uh, one of the other investors in, in, um, uh, Windsor was KP.
- ▶ 1:19:13 Jason Lemkin We have this luxury so often to have no, you know, windsurf started our condition.
20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
- ▶ 43:11 Harry Stebbings We see this kind of continuous battle between Windsurf and Cursor.
a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
- ▶ 1:33:13 Jason Lemkin Now, if you look at everyone I talk to who in a week switch, they're like, oh, windsurf is cool.
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