风帆冲浪策略：一项 2800 万美元的转型如何成就了 24 亿美元的谷歌收购
4 分•作者: schwentkerr•7 个月前
我认为，创业就像是不断地被扇耳光，Varun Mohan 在 Google 以 24 亿美元收购他的团队前几个月告诉 Y Combinator。7 月 11 日至 12 日的周末证明，有时候这些耳光会把你引向财富。<p>OpenAI 的 30 亿美元 Windsurf 交易于周五告吹。到了周一，Google 就拥有了这些创始人。<p>背后的故事揭示了引人入胜的创业动态：<p>*2800 万美元的转型（2022 年）*：Windsurf 在 GPU 虚拟化方面表现出色——200 万美元的收入，8 名员工，盈利。然后 GPT-3.5 出现了。“周末我和我的联合创始人聊了聊……我们周一告诉了公司其他人，每个人都从周一开始着手新事物。”<p>*执行速度*：从转型到发布 VS Code 扩展程序，仅用了 2 个月。免费产品吸引了超过 100 万的开发者。几个季度内，摩根大通等企业客户也纷纷跟进。<p>*评估优势*：“你可以利用代码的一个属性，即它可以运行……你可以获取开源项目，并找到附带测试的提交。” 他们建立了严格的评估体系，而竞争对手则依赖于感觉。<p>*理念*：“我们拥有的每一个见解都是会贬值的见解。” 对变得无关紧要的持续担忧推动了创新周期。<p>收购结构说明了一切——Google 为人才/许可付费，而不是股权。这与 Character AI（27 亿美元）、Scale AI（148 亿美元）、Inflection AI（6.5 亿美元）类似。这是在规避反垄断的同时获取 AI 能力的新策略。<p>更大的问题是：Cursor 会是下一个吗？氛围编码领域正在爆炸式增长（Base44 → 在 6 个月后被 Wix 以 8000 万美元收购），但可持续的护城河仍然不明确。<p>完整分析，包含更多 Varun 的引言和战略意义：https://www.linkedin.com/pulse/atomic-shifts-billion-dollar-movement-windsurf-gambit-schwentker-3qkbc/<p>你如何看待“逆向收购”趋势？是聪明的人才策略还是规避反垄断？
查看原文
I think startups are basically like getting slapped in the face probably over and over again," Varun Mohan told Y Combinator just months before Google paid $2.4B for his team. The weekend of July 11-12 proved that sometimes those slaps redirect you toward fortune.<p>OpenAI's $3B Windsurf deal collapsed Friday. By Monday, Google had the founders.<p>The backstory reveals fascinating startup dynamics:<p>*The $28M Pivot (2022)*: Windsurf was crushing it in GPU virtualization - $2M revenue, 8 employees, profitable. Then GPT-3.5 dropped. "Weekend me and my co-founder had a conversation... we told the rest of the company on Monday and everyone started working on the new thing starting Monday."<p>*Speed of execution*: 2 months from pivot to shipping VS Code extension. Free product hit 1M+ developers. Enterprise customers like JP Morgan followed within quarters.<p>*The evaluation edge*: "Code you can leverage a property of code which it can be run right... you can take open source projects and find commits with tests attached." They built rigorous evals while competitors relied on vibes.<p>*Philosophy*: "Every single insight that we have is a depreciating insight." Constant paranoia about becoming irrelevant drove innovation cycles.<p>The acquisition structure is telling - Google paid for talent/licensing, not equity. Similar to Character AI ($2.7B), Scale AI ($14.8B), Inflection AI ($650M). New playbook for avoiding antitrust while acquiring AI capabilities.<p>Bigger question: Is Cursor next? The vibe coding space is exploding (Base44 → $80M Wix acquisition after 6 months), but sustainable moats remain unclear.<p>Full analysis with more Varun quotes and strategic implications: https://www.linkedin.com/pulse/atomic-shifts-billion-dollar-movement-windsurf-gambit-schwentker-3qkbc/<p>What's your take on the "reverse acquihire" trend? Smart talent strategy or antitrust evasion?