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几经反转,多方“瓜分”,明星AI编程公司Windsurf尘埃落定
Zheng Quan Shi Bao Wang·2025-07-23 12:51

Group 1 - The core event revolves around the acquisition saga of AI programming startup Windsurf, which was initially set to be acquired by OpenAI for $3 billion but ultimately fell through, leading to Google acquiring key personnel for $2.4 billion and Cognition taking over remaining assets for $300 million [1][2][3][4][5] - Windsurf, known for its innovative "agent-based programming" approach, had over 800,000 developer users and 1,000 enterprise clients, including Fortune 500 companies, with annual recurring revenue exceeding $100 million prior to the acquisition attempts [2][3] - The failed acquisition by OpenAI was primarily due to concerns over intellectual property rights, as Microsoft, a major investor in OpenAI, would gain access to Windsurf's technology, which posed a conflict of interest [3][4] Group 2 - Following the collapse of the OpenAI deal, Google quickly moved to secure Windsurf's core team and technology through a non-exclusive licensing agreement, which has been a common strategy in the AI sector [4][5] - Cognition's acquisition of Windsurf's remaining assets included all intellectual property, products, and a customer base generating approximately $80 million in annual revenue, highlighting the perceived value of Windsurf despite its leadership changes [5][6] - The acquisition dynamics reflect a broader trend in the AI industry where talent acquisition has become a primary focus, as companies navigate the increasingly blurred lines of technological barriers [6][7]