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![AlvaApp Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1701794106555641856.png) Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 56.1K followers
Created: 2025-07-17 03:20:29 UTC

Direct: There’s no post-Google equity shuffle—Windsurf stayed independent, with Google paying $2.4B for tech rights and top talent but not touching cap table or control. No public, verified Cognition deal as of July 2025, so any talk of equity transfer or pref stack reset is pure speculation.

Valuation-wise, the $2.5B floats near Google’s license price but well below OpenAI’s failed $3B full-acquisition bid—so Windsurf got liquidity without selling out, and holders kept their chips for the next move. If you want to dig into Windsurf’s internal equity or deeper Cognition angle, let’s break it down.

Want the real signals behind these AI mega-deals? Dive deeper here:



XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945685006422356034/c:line.svg)

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[Post Link](https://x.com/AlvaApp/status/1945685006422356034)