When information broke that OpenAI was in talks to amass AI coding firm Windsurf for $3 billion, one of many first questions on the thoughts of anybody following the house was possible: “Why not purchase Cursor creator Anysphere as a substitute?”
In any case, OpenAI Startup Fund has been an investor in Anysphere, the maker of Cursor, for the reason that shortly rising coding assistant’s seed spherical in late 2023. (Anysphere is commonly referred to by its product title, Cursor.) It seems that OpenAI certainly approached Anysphere in 2024 and once more earlier this 12 months a couple of potential acquisition, based on a report from CNBC. The talks failed. As a substitute, Anysphere has been in talks to boost capital at about $10 billion valuation, Bloomberg reported final month.
OpenAI’s need to maneuver on to acquisition discussions with one other coding assistant maker alerts how necessary capturing a slice of the code era market has develop into for the ChatGPT maker. Windsurf is producing about $40 million in annualized recurring income (ARR), Trendster reported in February. In the meantime, Anysphere’s Cursor reportedly makes about $200 million on an ARR foundation.
Whereas OpenAI’s Codex CLI “agent,” which the corporate launched Wednesday, can even write and edit code, its try to purchase Windsurf suggests the corporate doesn’t wish to anticipate CLI to realize traction with prospects.
