Windsurf 突遭 Claude 断供，创始人发文控诉

Core Viewpoint - The AI programming tool Windsurf is facing significant challenges due to a sudden reduction in service quotas for its Claude models by Anthropic, which has forced Windsurf to seek third-party inference services to maintain user experience [1][8][11]. Group 1: Windsurf's Response and Challenges - Windsurf expressed strong dissatisfaction with Anthropic's abrupt decision to cut off service resources, which they claim could negatively impact not only their company but the industry as a whole [5][11]. - The company is actively seeking additional resources from other model providers while emphasizing their commitment to maintaining access to Anthropic's models and their willingness to pay for service resources [9][10]. - Users may experience temporary resource shortages while Windsurf works to increase capacity, but the overall impact is deemed manageable [12]. Group 2: Competitive Landscape - The AI-assisted coding sector is becoming increasingly competitive, with Windsurf's annual recurring revenue (ARR) reaching $100 million in April, indicating rapid growth as it attempts to catch up with competitors like Cursor and GitHub Copilot [28]. - Windsurf's inability to access Anthropic's new models could hinder its growth momentum, especially as competitors like Cursor have already gained access to the latest Claude 4 model [29][13]. - Anthropic is prioritizing service resources for partners that ensure ongoing collaboration, which may further disadvantage Windsurf in the competitive landscape [26]. Group 3: Product Developments - Windsurf has launched its own large model series, SWE-1, in mid-August, which may provide an alternative for users during this transitional period [30]. - The introduction of Claude 4 has led some users, such as those focused on Apple's Swift programming language, to switch to Cursor for better collaboration capabilities [17].