MIT满分学霸CEO反手毁约，OpenAI天塌了！谷歌半路截胡30亿天价收购

市场资讯2025-07-12

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！新智元报道编辑：Aeneas 好困【新智元导读】一觉醒来，AI圈又爆大瓜！OpenAI 30亿美元收购Windsurf的美梦，竟被谷歌半路截胡。这家火到离谱的AI编程独角兽，CEO和核心团队转眼投奔了DeepMind，微软竟然也掺和了进来？硅谷挖人大戏，实在太精彩了。一早醒来，OpenAI又天塌了。就在刚刚，噩耗传来——曾被...

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Google cuts off Hu's 3 billion sky-high acquisition halfway","themeId":"42ec6a8469716d8d32e9324788c5b644","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USJW.SI":0.6,"GOOGL":1,"GOOG":1,"M11.SI":1,"MIT":1},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 新智元报道编辑：Aeneas 好困【新智元导读】一觉醒来，AI圈又爆大瓜！OpenAI 30亿美元收购Windsurf的美梦，竟被谷歌半路截胡。这家火到离谱的AI编程独角兽，CEO和核心团队转眼投奔了DeepMind，微软竟然也掺和了进来？硅谷挖人大戏，实在太精彩了。一早醒来，OpenAI又天塌了。就在刚刚，噩耗传来——曾被OpenAI看中，打算以30亿美元收购的AI编码独角兽Windsurf，突然之间，没了！出手抢人的，就是谷歌。现在，Windsurf CEO及其部分团队成员，已经半途被截胡。OpenAI：？？？就在昨天，谷歌和Windsurf共同官宣——Windsurf的CEO Varun Mohan、联创Douglas Chen以及部分核心研究人员，将加入Google DeepMind团队。谷歌产品负责人Logan Kilpatrick，已在X上发布欢迎帖据悉，Mohan及新加入的员工在谷歌DeepMind的新工作是智能体编程项目，主要围绕Gemini展开。谷歌挖人花了多少钱？目前还未有确切消息。被各大巨头争抢的Windsurf，什么来头这一招反转，简直让OpenAI措手不及。Windsurf，是时下最火的AI编码初创公司之一。用AI写代码、搞开发，这幅未来蓝图简直太香了，各家都在眼馋。据悉，现在Windsurf的年度经常性收入（ARR），短短几个月就从4000万飙到了1亿美元，增长速度让人眼珠子都要掉出来。OpenAI盯上它，谷歌馋它，另外还有不少公司在一旁虎视眈眈，Windsurf俨然成了AI编码界的白月光。OpenAI遭遇被刺，竟和微软有关？说起来，这一笔交易的流产，背后原因可不止是谷歌截胡这么简单，而是有不少弯弯绕绕。本来，OpenAI已经下定决心豪掷30亿收购Windsurf，全力进军AI编码市场了。结果，中途跳出一个第三者，竟然是——微软？据内部人士爆料，微软作为OpenAI最大的金主爸爸，拥有OpenAI的全部知识产权。然而，OpenAI又不希望Windsurf的核心技术落入微软之手。恰巧，如今正值OpenAI和微软重新谈判合同之际，OpenAI这么一犹豫，直接就让此次收购的内部谈判卡壳了。结果不得了，谷歌DeepMind立即以迅雷不及掩耳之势捷足先登，把Windsurf CEO、联创以及一票顶级研究员连夜撬走了！而且在这之前，还有一件很微妙的事：Anthropic也搅合进来了。OpenAI收购谈判的消息一公开，拥有最强编程模型的Anthropic，立马限制了Windsurf对其模型的使用权限。就在周五，Fortune报道称，OpenAI收购Windsurf的排他性期限已过，这意味着 Windsurf现在自由了，可以开始任何其他的收购要约。大概谁也没想到，谷歌的速度居然这么快。谷歌新玩法：一种很独特的收购谷歌的这波操作，搞的是一种全新的玩法——它并没有收购Windsurf这家公司，也没有控股权。它只是挖走了公司的核心人物，并且拿走了Windsurf技术的非独家授权。而且，Windsurf本体还可以在原地继续营业。总之就是，不买壳，不收编，但人才和技术我都要。总之，这些年AI生态圈出现了一种全新的“反向收购”：大公司下场聘用AI初创公司的顶尖人才、获得技术许可，但并不直接收购这家公司。比如刚刚给各家做出示范的Meta：向Scale AI投资143亿美元，挖走CEO Alexandr Wang以及数名高管。谷歌也是这样，通过27亿美元的授权费，招回了出走员工、Character.AI联创Noam Shazeer和Daniel De Freitas；微软也是这么请回了Inflection AI的联创Mustafa Suleyman，只花了6.5亿美元的授权费。这种交易的好处是，既能让大科技公司在AI竞赛中提升地位，还不用经受并购过程漫长的监管审查。而大部分核心骨干原地跳槽的Windsurf，下一步该怎么走呢？目前，Windsurf的业务主管Jeff Wang已经接棒成为临时CEO。而公司的250名员工中，大部分人也并不会跳槽谷歌，而是会继续为企业客户提供AI编码工具。在刚刚发出的X中，Jeff Wang表示感谢Varun、Douglas和其他人将Windsurf带到今天的位置不过，核心大脑都走了，剩下的人还能撑起这个独角兽吗？其实，这种“不好了，CEO提桶跑路了”的故事，之前我们就已经见过不少了。比如Scale AI因为核心人员被Meta吸走，直接造成客户大波流失，业务陷入困难。Inflection AI被微软“吸干”后，干脆直接放弃了消费级业务。Windsurf会不会也走上类似的断头之路，目前还不好说。AI编码，硅谷巨头必争之地而这一出云波诡谲的商战戏码，也为我们揭示出：AI编码已经成为硅谷的兵家必争之地。Anthropic已经凭Claude Code赢得了收入增长的奇迹，OpenAI也在大力推广编码智能体Codex，微软的GitHub Copilot也得到广泛应用。由a16z等众多顶级风投撑腰的明星初创Cursor，最近刚刚完成9亿美元C轮融资，估值90亿美元。AI编码的战场上已经是卷得硝烟四起。原本，Windsurf是这场战役中的独立玩家，但很明显它的崛起让巨头们无法坐视不理了。现在谷歌的这次收购，很大可能会让谷歌DeepMind在这个赛道上再提一档。这个越来越热的赛道，谁会是胜出的最后赢家？最近几周的风波让我们明白：你以为是收购战，其实打到最后都成了“挖人局”。人才，就是AI战争的核心筹码。最终，谁能守好自己的技术班底，谁就能笑到最后。两位联创：MIT学霸，GPA 5.0最后，我们来扒一扒此次收购的核心人物——Windsurf联创兼CEO Varun Mohan。他在MIT先后拿到了CS的本科和硕士学位，GPA拿到了5.0的满分。在三星、领英、Cloudera、Quora、Nuro等团队，他完成了一系列含金量颇高的实习。在自动驾驶公司Nuro的三年半，他最终晋升为自动驾驶基础架构团队的技术经理。在Nuro，他就表现出内心的渴望：不止是带团队，而是打造出一款能被亿万用户使用的产品。以优异成绩毕业后，Varun Mohan和同学Douglas Chen在2021年创立了一家初创。起初，公司名为Exafunction致力于GPU虚拟化软件，通过管理公有云上的大量GPU来部署模型。随后，他们敏锐地察觉到，生成式AI有巨大的商机，于是果断将赛道调整到代码领域，公司更名为Codeium。才短短18个月，Codeium就拥有50万活跃用户，和数百家企业客户，并且在24年4月被福布斯评为年度AI 50强之一。在MIT期间建立的人脉关系网，对他的创业之路极为重要。Varun甚至调侃道，Codeium的许多同事，都是他初高中时在竞赛中互不相让的对手。Windsurf的另一名联创Douglas Chen，也是本科在MIT读的CS专业。经历一系列实习后，他和Varun Mohan共同创办了Windsurf。果然，去名校读CS专业的最大意义之一，就是找到自己的创业伙伴。参考资料：https://fortune.com/2025/07/11/the-exclusivity-on-openais-3-billion-acquisition-for-coding-startup-windsfurf-has-expired/https://www.theinformation.com/articles/openai-windsurf-break-acquisition-talks-microsoft-ip-concerns?rc=epv9gi（转自：网易科技）\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"corporation,merge","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2550995205","isCrawlerRequest":true}