When the news came to light that OpenAI was negotiating to acquire the AI coding subsidiary Windsurf, for a shocking $3 billion, many industries were stopped to monitor, “Why don’t they buy any people,” the manufacturer of the popular cursor tool, the manufacturer of the popular cursor tool? ” Finally, Anysphere has been part of OpenAI’s Startup Fund since the end of 2023, and its products, cursor, are gaining rapid speed in the coding space.
It turns out that OpenAI had detected the possibility of getting Anysphere earlier this year and in 2024. According to CNBC, the talks reportedly did not go anywhere. Instead, Anysphere is now focusing on raising funds to evaluate nearly $ 10 billion reported by Bloomberg in March 2025. The change from the acquisition indicates how fast the anupier has increased, and its product, cursor, has become valuable.
On the other hand, OpenAI’s step to pursue Windsurf reflects the company’s curiosity to strengthen its position in the code generation market. Windsurf, although smaller than any type, brings about $ 40 million in the annual recurring revenue (ARR). Although it is much lower than the arrest of $ 200 million generated by Karsar, OpenAI may have seen more strategic prices in Windsurf’s product and its market positions.
The acquisition of Windsurf by OpenAI also comes at a time when OpenAI is aggressively pushing its AI capabilities. The company recently launched the Codex CLI, which is a tool designed to write and edit codes, indicating their increasing interest in automating coding tasks. However, the decision to enter the acquisition negotiations with Windsurf suggests that OpenIAI is not willing to wait for its own equipment to achieve important customer traction. Instead, this code attains already successful players in the field as a way to rapidly promote their abilities in generation.
This decision highlights competitive dynamics in the AI coding auxiliary market that develops rapidly. While Anysphere continues to create waves with its highly successful cursor tool, OpenAI is keeping its options open, demanding the right balance between building its own equipment and achieving proven products in space. This strategy not only strengthens the foothills of OpenAI in the AI-operated coding market, but also ranks the company to remain a major player in the wider AI landscape.
Finally, OpenAI’s strategic axis to acquire the windsurf, despite the previous efforts with any field, underlines the increasing importance of the code generation tool within the AI industry. It also displays competitive pressure driving companies to quickly and decisively move companies such as OpenAI, acquiring assets that can accelerate their technological advancement.