20VC: Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not | Lovable vs Replit: Will These Be $100BN Businesses | Why Elon Could Beat Sam Altman with the New Grok | Why Every S&P 500 Company Will Buy Bitcoin?

I think Windsurf was hopeless before this deal. You could never r attract thirty S tier developers to fix Windsurf, but they fixed it in one hour. Literally in ninety days, Windsurf could be better than it was before this deal. Those crazy sounds because they have the people. Some of these deals almost seem too cheap. If you look at the crappy uh multiples we see for some startups, right? Undifferentiated company raising at three hundred pre with less than a million of revenue. And then you see what is Windsurf uh selling for? 20x revenue? Lovable's raising at twenty. This is 20 VC with me, Harry Stabbings, and my god, this week has been agonising for me. We've had the windsurf deal go down, and All along I've been thinking I cannot wait to discuss this with Rory and Jason and hear what they think. So today we sit down with Rory O'Driscoll and Jason Lamkin and discuss the windsurf outcome. We also discuss Grok's latest benchmark performance outpacing everyone's expectations, and then we discuss the rise of vibe coding, Rapplit versus Love. and what will make them incredibly sticky and sustainable revenue generating businesses. This was an incredible discussion and I'd love your thoughts. Email me your feedback, Harry at twentyvc.com.

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