Hacker Newsnew | past | comments | ask | show | jobs | submitlogin

> I wonder how much of the value is really from the model

> The other stuff could be more or less a VS Code plugin

The other stuff would take a team 6 months to implement. This is where the valuation comes from. Time to market, they are there TODAY.



6 months of anyone's time is not worth 3 billion dollars.


That was my thoughts too. No text editor is worth $3B, and probably not even VSCode is. So I think this deal was about buying more customers/users and buying "relevance". OpenAI lost it's monopoly and they're worried they might become irrelevant so they basically just purchased something popular to remain relevant.


it's not just one person though


As usual, HN misses the point. The customer list was probably worth about $2.99 billion, and the engineering work about $10 million.


What makes you think $3B worth of customers were committed to Windsurf at all, much less in a sticky/exclusive way?


> customer list

How many customers do they have? At $30 per month it would take forever to pay off even with a lot of growth.

Open AI could release an equivalent VS Code clone and make it entirely free and it would still be a lot cheaper than $3 billion.


Is OpenAI having trouble acquiring enterprise customers?




Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: