Windsurf

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The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.

• investor_commentary 1 signal · latest 2025-03-28

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• neutral assessment Aaron Levie

  as a single programmer, you could probably switch between Cursor, WindSurf and, you know, Replit and a few others, but as a, as a network of 500 engineers in a company, and I've done embeddings on the whole code base and, and I'm, I'm talking to all the different, you know, systems it's wired up to, wow, change management on that, you know, becomes a lot harder.

• bullish assessment Aaron Levie

  what you're seeing in, you know, cursor, windsurf, uh, replit, you know, level of bolt, et cetera, like obviously, you know, probably different use cases, like probably 80% of the vibe coding is more fun and it's interesting to watch and not going into production, but I could see a lot of, you know, product market fit for, Hey, I have this internal IT tool.

• neutral prediction Unattributed

  When you look at Windsurf, they're going to have to build their own models.

• neutral assessment Bill Gurley

  I think there's a tiff between Windsurf and Anthropic, where Anthropic cut them off to all their models. You know, Windsurf was bought by OpenAI. Not that surprising, but just seeing these walls pop up.