Codeium

We envision a future where software development is seamlessly accelerated by intelligent AI, empowering engineers to transcend traditional coding limitations and focus on creative problem-solving. Our mission is to transform how developers build software by creating an AI-native Integrated Development Environment that redefines productivity and collaboration.

At Windsurf, we harness advanced AI workflows and proprietary multi-model architectures to deliver a uniquely agentic coding experience that supports complex multi-file projects and an expansive range of programming languages. We are dedicated to pioneering a secure, scalable, and enterprise-grade AI platform that not only turbocharges code generation but elevates the entire software development lifecycle.

Driven by a vision where AI writes the majority of code yet enhances engineering roles, we are building the infrastructure for a new era of coding that combines speed, precision, and intelligence—empowering developers and enterprises worldwide to innovate faster and more effectively.

We've been watching Codeium's journey for a while now, and honestly? The transformation to Windsurf feels like watching a startup finally find its perfect groove. What started as a GPU virtualization company has evolved into something much more ambitious—and successful.

The Pivot That Actually Worked

Most companies that pivot twice usually crash and burn. But Codeium's story is different. They went from GPU infrastructure to IDE plugins to building their own AI-native IDE called Windsurf Editor, and each move actually made sense.

The November 2024 launch of Windsurf Editor was particularly impressive. We're talking about 10,000 users in just two days—that's the kind of adoption that makes investors sit up and take notice.

What Sets Them Apart

Here's where things get interesting: while competitors were busy forking VS Code or building single-environment tools, Windsurf went broad from day one. They support 70+ programming languages across multiple IDEs, which sounds obvious but is actually pretty rare in this space.

Their "Cascade" flow feature caught our attention too. It's not just autocomplete—we're talking about multi-step, multi-file editing that can handle complex workflows. The fact that they're generating about 45% of developer code on average suggests they've cracked something important here.

The Enterprise Play Pays Off

We've seen plenty of AI coding tools struggle with enterprise adoption, but Windsurf nailed it. Landing clients like JPMorgan Chase, Dell, and Zillow isn't just about having good tech—it's about understanding enterprise needs from the start.

That FedRAMP High authorization in March 2025? That's huge. It means federal agencies can actually use this thing, which opens up an entirely different market tier.

The Numbers Don't Lie

The growth story here is genuinely wild. Going from under 1,000 users in early 2023 to over 1 million downloads by February 2024 is impressive enough. But jumping from $12 million to $100 million in annual recurring revenue in just four months? That's the kind of hockey stick growth that legends are made of.

OpenAI clearly saw the same potential—their $3 billion acquisition makes this their largest deal ever. For a company that was valued at $1.25 billion just months earlier, that's validation at the highest level.