My guess is the telemetry data. OAI spends gobs of money on Mercor and Windsurf telemetry gets them similar data. My guess is they saw their Mercor spend hitti

My guess is the telemetry data. OAI spends gobs of money on Mercor and Windsurf telemetry gets them similar data. My guess is they saw their Mercor spend hitting close to 1B a year in the next 5 years if they did nothing to curb it