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What the Windsurf sale means for the AI coding ecosystem

what the windsurf sale means for the ai coding ecosystem

so let's recap: google swoops in the exact moment openai bails, cherrypicks the leadership team for $2.4b, and leaves behind a headless $82m arr company like a half-eaten sandwich. their tech timeline wasn’t frontier performance, but their own ability to develop cost efficient models before they run out of money, or lose all their customers to claude code windsurf accidentally discovered the ultimate arbitrage: raise vc money to train yourself on expensive gpus, then sell your newly-acquired expertise to the highest bidder.

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