Google's $2.4B Grab of Windsurf Highlights AI Coding Valuation Frenzy
Google paid $2.4 billion for Windsurf’s core team after OpenAI’s $3 billion offer lapsed, while Cognition bought the rest. With $82 million ARR and rapid enterprise growth, the deal sits at the bottom of AI‑coding valuations that now command 15‑40× ARR, sparking a debate on whether the company was sold too cheap.