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Windsurf: OpenAI’s potential $3B bet to drive the ‘vibe coding’ movement
A Windsurf deal would allow OpenAI to own more of the full-stack coding experience (and it would be its most expensive acquisition to date).
Vahdat pointed out that a Windsurf acquisition would put OpenAI in more direct competition with GitHub Copilot and Amazon CodeWhisperer, both of which are backed by platform giants. A deal would support OpenAI’s “larger strategy of moving beyond simple chat interactions and becoming a tool that helps users take real action and automate everyday workflows,” he said. “OpenAI’s move here feels like a scramble to close the gap — but it risks alienating key allies and still doesn’t address the core issue: Claude is the better model,” he posited.
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