[keeganpoppen]

this is clearly the right take… it’s fun to semi-dunk on “how on earth is that the valuation”, but this is one of those rare cases where the tech and platform are genuinely more valuable in the hands of the acquirer than they ever could be in the hands of the acquiree. because i think windsurf has executed as well as one possibly could in the space, but openai is the SOTA model king, and i don’t see that changing anytime soon.

[dghlsakjg]

Minor nit: OpenAI is in a three way tie for SOTA models with Google and Anthropic. They are the king of marketing attention, studio Ghibli imitation, and consumer subscriptions, though.

[paulddraper]

First mover too