I don't think that's the case here

I don't think that's the case here. Windsurf wasn't leading the agentic coding market. They were doing a decent job but others are bigger. Cursor has the brand recognition and Claude is getting a lot of recognition too. MS has github copilot which is still a good brand and Google has been catching up with Gemini. OpenAI has a new thing called codex but it isn't very good yet. I tried it and it's super flaky. Lot's of errors and it gets stuck when that happens. OpenAI needs something good urgently because agentic coding is the key AI feature right now and the blue print for non coding agentic solutions later. Cursor is probably too expensive currently and windsurf looks like their models are a bit better. So, OpenAI gains something they don't have: a credible developer option with an active user base and some core IP in the form of training data and know how as well as custom models that they can fold into openai. 3 billion is a lot but not if you consider that world + dog in the enterprise world will be spending big time on AI subscriptions for their developers. …