WINDSURF GETS MARGIN CALLED

Summary from the TLDR AI newsletter

Windsurf managed to become one of the fastest-growing SaaS companies in history, but its founders gave it all away for almost free over a weekend. The business went from $0-$82M ARR in 8 months, and the best offer was for a less than 2x multiple. This article looks at what was so broken that the founders would rather leave it behind for almost nothing. Windsurf was an accidentally subsidized training program, and its most valuable output was coders who knew how to build coding models.