Windsurf

What Windsurf does

Windsurf is the brand associated with Anysphere, a privately held, San Francisco-headquartered software company whose core product is an AI-powered coding assistant. The product is designed to help developers write code more quickly and efficiently, addressing developer productivity and coding efficiency through AI-based tooling. Per the available reporting, the company has experienced successful product adoption and strong revenue growth.

The company is backed by a $900 million funding round led by Thrive Capital, with the round valuing it at $9 billion post-money. Thrive Capital is classified as a Major-tier Financial Partner, indicating a strategic, long-horizon investor relationship rather than a one-off capital infusion. The company is privately held and operating, with no public listing indicated in the available data.

The revenue model is not explicitly disclosed in the input: pricing models, contract structures, customer counts, and segmentation between individual developers and enterprise accounts are all unstated. Qualitative descriptors point to a commercially successful B2B / B2C developer-tools SaaS business, but the underlying revenue mechanics — pricing tiers, enterprise contract lengths, self-serve vs. sales-led mix — cannot be characterized from the evidence provided. Note on data conflict: the company's web URL (windsurftheboatyard.com) describes an unrelated marine recreation business in South Padre Island, Texas; the substantive analytical and financial data in this input describes the San Francisco-based AI coding tool, which is treated as the operative subject for this analysis.

Name

Windsurf

Website

https://windsurftheboatyard.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Windsurf (Anysphere) is a San Francisco-based AI software company that builds an AI-powered coding assistant for developers. The company is privately held and valued at $9B following a $900M funding round led by Thrive Capital.

Ownership category

akta.pro rank

Product category

Water Sports & Beach Recreation Services

NAICS

Marinas (71393), Recreational Goods Rental (532284)

SIC

Services-Amusement & Recreation Services (7900), Hotels, Rooming Houses, Camps & Other Lodging Places (7000)

akta.pro primary industry

Surfing & Kitesurfing Experiences (Lessons, Camps) (THAJAJAJ)

akta.pro secondary industries

Kayaking, Canoeing & SUP Tours (Guided/Paddling Excursions) (THAJAJAF), Water & Marine Guiding Services (Kayak, Canoe, Raft, SUP, Sailing) (THAAALAB)

Keywords

• Water sports rentals
• Vacation rentals
• Windsurfing lessons
• Helicopter transport
• Beach recreation

Headquarters

HQ city

South Padre Island

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Core offering

Windsurf provides windsurfing lessons, kayak and stand-up paddleboard (SUP) rentals, vacation home rentals, and emergency helicopter transport services to beach tourists and visitors in South Padre Island, Texas. The business bundles on-the-water recreation, lodging, and air transport into a single destination offering.

Differentiator

Problem solved

Functional benefit

Products and services

• Windsurfing Lessons Instructional windsurfing classes taught at the South Padre Island boatyard for tourists and beachgoers seeking to learn the sport.
• Kayak Rentals Rental of kayaks to visitors of South Padre Island for on-the-water recreation.
• Stand-Up Paddleboard (SUP) Rentals Rental of stand-up paddleboards to beachgoers at South Padre Island for recreational paddling.
• Vacation Home Rentals Short-term vacation home accommodations in South Padre Island provided to tourists and visiting families.
• Emergency Helicopter Transport Emergency helicopter transport service operating from South Padre Island, providing aerial response and transport.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves3 records

Expansion highlights4 records

Broad incumbents

• Airbnb: Global vacation rental marketplace that competes directly with Windsurf's vacation home offering. While not a water-sports operator, it is a major channel and competitor for the lodging side of the bundled experience.
• Suntex Marinas: Large U.S. marina operator offering slip rentals, fuel, and waterfront services. Comparable in the boatyard/marina infrastructure dimension that underpins Windsurf's waterfront position.
• Nautical Ventures: Established water-sports retailer and service provider with broader regional presence. Comparable in product category (kayaks, SUPs, windsurfing gear) but operates as a multi-location retailer/rental business rather than a single-site resort.
• GetMyBoat: Large online marketplace for boat and watercraft rentals and experiences across coastal destinations. Competes for the same online booking demand and pressures pricing for local operators like Windsurf.
• REI Co-op Experiences: National outdoor recreation brand offering kayaking, SUP, and adventure lessons. Comparable product (beginner lessons and guided outings) and customer base, but with much broader geographic scale and brand recognition.

Regional players

• South Padre Trips (Vacation Rental Management): Regional vacation rental and activity booking platform focused on South Padre Island. Competes with Windsurf's vacation home and bundled activity offering and controls a portion of the local booking funnel.

Direct peers

• South Padre Island Watersports: Direct competitor operating on South Padre Island offering kayak, paddleboard, and other water-sports rentals and tours from a similar waterfront base. Closest comparable in geography, activity mix, and target customer.
• La Vida Coastal: South Padre Island water-sports and excursions provider offering guided tours, rentals, and lessons. Comparable on activity mix and guest demographic, and competes in the same drive-to location.
• Breakaway Cruises: South Padre Island-based operator of guided cruises, dolphin watching, and water excursions. Competes for the same tourist visitors seeking on-water experiences and shares the same seasonal demand profile.
• Little Island Adventures: Local South Padre Island adventure outfitter offering a mix of water-sports rentals and lessons. Direct overlap in target customer (vacationing visitors) and product (kayaks, SUPs, beginner-friendly experiences).

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks4 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/windsurf-the-boatyard

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Windsurf