Varun Mohan is the co-founder and CEO of Windsurf (formerly Codeium). He explains why the team transitioned from developing IDE extensions to launching a dedicated standalone IDE.
“So VS Code, which is a very popular IDE, had a ceiling for the AI capabilities we could showcase our users. And because of that, we decided to go out and fork VS Code and build our own IDE with some of these new agentic capabilities”
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More from Varun Mohan
PredictionNot checkable as stated
Mohan: Niche vertical SaaS products will get competed down significantly
“These very, very verticalized niche products. I think are going to get, they're going to get competed down a ton.”
Varun MohanApr 20, 2025▶ 50:57Building a magical AI code editor used by over 1m developers in 4 months: Inside Windsurf
Insight
Mohan: Higher AI developer ROI will cause tech-focused companies to hire more engineers
“The right calculus that JP Morgan Chase or any of these companies will make is the ROI of building technology has actually gone up. So the opportunity costs of not investing more into technology has gone up, which means that you should just invest even more. A…”
Varun MohanApr 20, 2025▶ 1:05:51Building a magical AI code editor used by over 1m developers in 4 months: Inside Windsurf
Opinion
Mohan: Most AI value will accrue at application layer, not infrastructure
“So at this point, then most of the value is probably not going to accrue at purely the, at least this is our belief at the infrastructure layer, it's going to accrue somewhere else. Where is the layer that you can actually differentiate on? And we believe the …”
Varun MohanApr 20, 2025▶ 9:57Building a magical AI code editor used by over 1m developers in 4 months: Inside Windsurf
AssertionSupported
Mohan: Codeium pivoted overnight after raising $28 million
“We had already raised twenty eight million dollars of capital. And we were just like, Hey, we're just going to pivot entirely from this. And we did that overnight, right?”
Varun MohanApr 20, 2025▶ 11:06Building a magical AI code editor used by over 1m developers in 4 months: Inside Windsurf
PredictionNot checkable as stated
Mohan: AI will probably write over 90% of software
“AI was probably going to write well over 90% of the software, in which case the role of a developer and what they're doing in the ID is maybe reviewing code.”
Varun MohanApr 20, 2025▶ 14:04Building a magical AI code editor used by over 1m developers in 4 months: Inside Windsurf
Opinion
Mohan: In-house code edit models outperform Anthropic on speed and context
“We have custom models that we built that are post trained on top of popular open source models that can make these edits really, really quickly to the code base. And the reason why you would want to do that is it's a faster and be also that model can actually …”
Varun MohanApr 20, 2025▶ 55:09Building a magical AI code editor used by over 1m developers in 4 months: Inside Windsurf
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