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by magicink81 392 days ago
One explanation:

The models will not be a moat, but the products can be. More specifically "sticky" products / killer apps like ChatGPT, and whatever forthcoming products this acquisition of Jony Ive's company may lead to.

Windsurf acquisition may be explained in part by the same logic of owning a strong and sticky product, as well as a good source of data for training.