Windsurf

4 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement May 2, 2025 by Leigh Marie Braswell · said 48 times in 9 episodes since 2025 · across every show →

Mentions by year

brought up most by Molly O'Shea (24), Leigh Marie Braswell (11), Scott Wu (5), Art Levy (3), Jack Sharky (2), Shensi Ding (1), Mark Bhargava (1), Elad Gil (1)

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Everything said about Windsurf, oldest first

May 2, 2025 bullish
Prediction Not checkable as stated
Braswell: AI coding assistants will become standard for every programmer globally
“This is gonna be a no-brainer for every programmer in the world to have one of these assistants.”
Leigh Marie Braswell May 2, 2025 ▶ 15:35 Windsurf: The Making of a Billion-Dollar AI Company | Leigh Marie Braswell, Kleiner Perkins · Sourcery with Molly O'Shea
Jul 27, 2026
Assertion Not checkable as stated
Cognition Had $70M–$80M ARR and 35–40 People When Buying Windsurf
“Cognition at the time was all of 35 or 40 people and we had a meaningful business with, you know, real traction. We were doing in the range of 70 or eighty million of revenue run rate at the time but it was a very small team. Windsurf, on the other hand becaus…”
Scott Wu Jul 27, 2026 ▶ 13:28 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
Jul 27, 2026 bullish
Insight
Scott Wu: Coding IDEs and AI agents must share persistent codebase context
“The really good coding IDE products, you know, the tool that you're kind of like sitting in and like using to look at the code itself versus the agent product, which is kind of that almost the engineer that you can delegate. You obviously want this to be very …”
Scott Wu Jul 27, 2026 ▶ 9:49 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
Jul 27, 2026
Assertion Supported
Cognition completed the Windsurf acquisition over a single weekend
“We got in touch with the Windsurf team that evening, so it was Friday evening, and then basically over the course of that weekend we, Worked out the entire acquisition together. So, by Monday morning, we had the announcement ready to go.”
Scott Wu Jul 27, 2026 ▶ 10:49 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
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