Summary
OpenAI has been in talks to acquire AI coding company Windsurf for $3 billion, after failing to acquire Anysphere. This move comes as OpenAI seeks to further dominate the code generation market, which is experiencing rapid growth.
Key Points
OpenAI has been in talks to acquire AI coding company Windsurf for $3 billion
Windsurf generates about $40 million in annualized recurring revenue (ARR)
Anysphere's Cursor reportedly makes about $200 million on an ARR basis
Why It Matters
The acquisition would help OpenAI dominate the code generation market, which is expected to continue growing and could have significant implications for the future of AI-powered coding assistants.
Author
Marina Temkin