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Comment by rrrx3

10 hours ago

Indeed. But keep in mind they weren't just buying the tooling - they get the team, the brand, and the positional authority as well. OpenAI could have spun up a team to build an agent code IDE, and they would have been starting on the back foot with users, would have been compared to Cursor/Windsurf...

The price tag is hefty but I figure it'll work out for them on the backside because they won't have to fight so hard to capture TAM.