O'Driscoll: Google deal implicitly valued Windsurf's residual business at $400M
Rory O'Driscoll · Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings · Jul 17, 2025 · at 4:49
Scale General Partner Rory O'Driscoll calculates the implied valuation breakdown of Google acquiring Windsurf's core team and IP for $2.6 billion out of a $3 billion target valuation.
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“If open AI was buying for three billion and Google buying everything for three billion and Google pleasingly is buying everything except the revenue on a hundred million bucks for 2.6 billion. Implicitly it's valuing the revenue and the hundred million and the other employees at 400, which is about what it's probably cognition paid, right?”
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