We ran into this problem when running ads for an iOS App only to iOS traffic. Somehow 80% of our iOS only targeted traffic clickthrough was Android...
Went to UGC and never looked back.
1. Opportunity cost of shifting their team to work on a cursor/ firebase studio/ windsurf clone while they are locked into a model arms race might be worth much more than $3 billion if risk losing supremacy
2. They get a million users day one of the deal getting done and instantly own the team + the number 2 best IDE which gives them a massive boost over all their other model competitors like Google and Anthropic. Personally, I still think we are early enough that building makes more sense, so reason 1 still feels the strongest.
3. You get the dedicated windsurf team that can focus 100% on this product while your main model teams can keep cranking
Way more exciting than spending $70 billion on VR like Meta did when we all just wanted to play games.