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Maybe time? OpenAI has access to basically infinite capital right now, if they believe this will be an importnat market and they could save a few months on launching this acquisition may be worth it for them.

I'd guess the prompts and employees.

I've found Windsurf more reliable/efficient than any other editors by leagues. How ever they have named the tools, crafted their prompts and generally how their internals reason is just on the money. I don't think that is easy to replicate, iterating on prompts over product releases whilst not pissing off your user base constantly is a feat in of itself.

Then perhaps it's about bringing in the human talent that wrote those prompts.

To be honest, Windsurf doesn't work like half of the time, so it's more likely their users, the data, and their branding/marketing potential.

Windsurf/Codeium plugin is at least 3 years old.