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Preview

Owning the Rails: How OpenAI’s $3B Windsurf Bet Rewrites the AI Battlefield

IDE control, real-time reward signals, and the coming race to embed agentic coders—what the Windsurf deal means for Google, Anthropic, and the future of software.

You can find the story on the Windsurf acquisition here. In this piece I reflect on the strategy behind the Windsurf acquisition, including implications for Cursor, Anthropic, and other players like Google.

When OpenAI shelled out a reported $3 billion for Windsurf, it wasn’t just buying market share—it was buying the control layer for the next phase of …

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