The Shifting Dynamics of AI Model Providers

Varun Mohan is the CEO and Co-Founder of Windsurf, the leading AI-native IDE, which has over a million users and generates over 50% of all committed software across thousands of companies. Prior to Windsurf, Varun graduated with a Master’s in Computer Science from MIT and led a team at Nuro focused on large-scale deep learning infrastructure for autonomous vehicles.

Today's Agenda:

[00:00] The $3B Startup That Only Happend on the Third Pivot

[05:12] When to Give Up vs When To Stick at It

[08:55] “Never Fall in Love With Your Idea” — Here’s Why

[10:38] What Founders Get Wrong About Being First

[13:52] What Would Windsurf Do If They Had Unlimited Resources

[16:45] Will Lovable and Bolt Ultimately Compete with Windsurf and Cursor

[19:25] The Product Development Rule That Breaks All Startup Rules

[21:20] The Cold Truth About Moats in the AI Era

[24:30] The OpenAI Question You’re Not Supposed to Ask

[32:50] Who Actually Counts as an Engineer in 5 Years?

[35:10] Will Product Managers Even Exist in 2030?

[37:30] Async Agents Are Coming—But Most Will Fail.. Why?

[41:00] The Truth About Agent-Only Workflows

[44:20] The One Area of Engineering That AI Will Eat Next

[46:12] What Cursor Got Right (That Windsurf Didn’t)

[47:55] Are LLM APIs Already Commoditized?

[50:30] Why Anthropic Won’t Win by Default

[52:10] Should Model Companies Own the App Layer?

[58:05] What Does Varun Want to be Remembered For?