Recent developments in the AI coding sector reveal OpenAI’s strategic moves to expand its foothold in code-generation tools. While initial reports highlighted discussions to acquire Windsurf, a competitor in the AI coding space, for $3 billion, earlier attempts to secure another key player—Anysphere, creator of the popular Cursor platform—shed light on the company’s ambitions.
Anysphere, backed by OpenAI’s Startup Fund since its 2023 seed round, has emerged as a leader in AI-assisted coding. Despite OpenAI’s acquisition overtures in 2024 and early 2025, negotiations stalled. Instead, Anysphere is reportedly pursuing a funding round at a $10 billion valuation, reflecting its rapid growth and $200 million in annual recurring revenue (ARR). This contrasts with Windsurf’s $40 million ARR, suggesting OpenAI prioritized speed-to-market over scale in its acquisition strategy.
OpenAI’s recent launch of Codex CLI, an open-source terminal tool for code generation, underscores its commitment to the developer ecosystem. However, the pursuit of established platforms like Windsurf indicates a parallel focus on acquiring ready-made user bases and enterprise traction. Industry analysts speculate that integrating Windsurf’s technology could accelerate OpenAI’s ability to monetize coding solutions while competing with rivals like GitHub Copilot and Amazon’s CodeWhisperer.
The failed Anysphere talks highlight challenges in aligning valuations between AI startups and major tech players. As the coding tools market heats up, OpenAI’s dual approach—building in-house products while exploring acquisitions—positions it to capitalize on the growing demand for AI-powered development workflows.
