you meant Exafunction? Nothing of Exafunction was discussed in OpenAI or Google deals.
Windsurf did start as a rinky-dinky starup, just as a plugin (Codeium). And in its current state, it still has no moat.
The only reason big tech leaders are throwing money at this is - they need to show they are doing something to stay ahead. And right now they are going on a hiring frenzy as a show for their investors.
I have been there when shopping businesses were being bought for billions of dollars, and then they all got bundled up into a mess swapped under the rug silently. I don't think this is going to be any different.
