Windsurf

“I think, especially on the VS Code Wars, the switching costs being so low, Is, is going to be a challenge for them. You can go from Copilot to Windsurf to Cursor in like five minutes.”

“A reason that Windsurf has been successful as a Cursor competitor is they lean way harder on enterprise than Cursor has. Like, they have really designed for enterprise integration, whereas Cursor really has not.”

“And then on top you have, like, completely worthless things like cursor and windsurf you know, these character AI, all these people who think, oh, we're the app, we're gonna get the ARR. No, that worked in the web, it won't work for AI”

“We got things signed like one or two hours before we were able to put out the announcement.”

“Building Devon have always focused on this kind of remote background agent as the thing that we Kind of done. Whereas, you know, Windsurf is really focused on the agentic IDE”

“Obviously there were all these stories breaking out on Twitter and everything going on and people were saying, well, you know, the thing that's left is just a shell. And we looked at it and we said, well, actually, I don't know if that's right. You know, it's …”

“We made the decision to go a hundred percent partners back in February.”

“Some of our partner partners have already started bringing in seven figure deals even without even trying the product.”

“The meter team did these evaluations where they ran a randomized control trial to see how much AI coding tools speed up open source developers, and what they found was that developers said that they expected products like cursor and windsurf to improve them by…”

“This transaction is structured that 100% of Windsurf employees will participate financially. They will also have all their vesting cliffs waived. And we'll receive fully accelerated vesting for their work today.”

“This is textbook. They should be able to acquire this company, right? Like, cursors out there. They're not acquiring the market leader.”

“This year, Anthropic, you know, Windsurf went from zero to somewhere around a forty million dollar run rate.”

“I mean, this is a real acquisition. We are being acquired by cognition.”

“They, of course Google did buy, you know, spend however many billions on, on acquiring the Windsurf IP, so not super surprising.”