Anyone can vibe code their own Windsurf/Cursor alternative, and adjust it accordingly to their needs. You don't need majority of the features, most of them are developed because of the usual "large enterprise customer wants a feature" mantra. The real value comes from the underlying model anyway.

This looks more like a short term tactical move, and the goal is to improve their "API usage" KPIs, because compared to Gemini/Claude it looks not good. (majority of traffic are chatgpt.com free users)