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Cognition (Devin AI) to Acquire Windsurf

cognition.ai

81–90 of 447 posts

Re: Cognition (Devin AI) to Acquire Windsurf

#81
post #23

I’m really confused now. Also, is there really that much of a transformative difference between Windsurf and say OpenAI/Claude etc to warrant this crazy valuations?

I'm also confused why Devin is worth billions

the founder went to harvard, is basically the answer

Re: Cognition (Devin AI) to Acquire Windsurf

#82
post #47

Earlier quoted context omitted.

The company was intact after key employees moved to Alphabet, and importantly there was a service contract to use Windsurf, so apparently Google will be paying Cognition, ultimately, now.

> there was a service contract to use Windsurf I wonder what the terms were there. Hard for me to imagine why Google would've included that in the deal.

I'm just speculating but you'd get to use the IP without needing to negotiate overmuch about it, if they're using GCP or can be retrofitted to then you could set prices at a discount but claim a market rate when discussing growth of usage, which is great at quarterly earnings report time.. or even just as an ease-of-transition to expand into Windsurf's existing user base? There are plenty of reasons, including negotiation leverage, optics, or even just appeasment to the founders or board that the original project doesn't get immediately destroyed.

Re: Cognition (Devin AI) to Acquire Windsurf

#83
post #54
post #42

Edit: nvm, see replies

"Acquiring" is often synonymous with "merger". Technically the surviving company acquires the other, but effectively it's a merger. Not always, but it's not uncommon to see two weaker companies merge in a competitive landscape to survive. It also counts as a liquidity event allowing employees some financial levers.

But these seem to be two well-funded companies? I.e. both with $100M+ funding within the last 12 months

Re: Cognition (Devin AI) to Acquire Windsurf

#86

Earlier quoted context omitted.

Try Gemini CLI too. Free and I like it more than Claude Code.

How do you do the nice line-by-line (or section-by-section) before/after handling in a CLI tool?

It has an external editor option (which I havent tried) the cli interface by default is pretty bad for medium to large code changes.

Re: Cognition (Devin AI) to Acquire Windsurf

#87
post #15
post #8

I was a bit confused as to what "Cognition" was, but they're the makers of Devin (edit: that just got added to the title, for reference), so that makes sense. Just buying the competition, the only surprise is they had more money to spend than the big ones.

Well Google did also just pay $2.5B to license Windsurf in perpetuity. Cognition is probably spending a lot less than that for just whatever it left after that type of a deal. Remaining team members, etc.

This looks to me like the smoking gun on a type of acquisition that circumvents regulatory oversight, primarily driven by the "need for speed":

https://medium.com/@villispeaks/the-blitzhire-acquisition-e3...

which I first saw here

https://news.ycombinator.com/item?id=44553257

Re: Cognition (Devin AI) to Acquire Windsurf

#88
Hello Cognition AI,

My name is Devin; it has been for many decades now. I'm embarrassed to see you've named your product after me. It has already prompted uncomfortable jokes at my expense, and I'm sure there will be more. I now have newfound empathy for people named Alexa.

For instance, people have made jokes about my name in interviews, and it's embarrassing for me, and thus awkward for everyone, and awkward interactions make it objectively less likely that I will get job offers.

I don't think any product should be named after people. Please change the name of Devin.

Re: Cognition (Devin AI) to Acquire Windsurf

#89
post #60

Let this be a learning lesson in judging these deals based on partial information. Kudos to the Google, Windsurf, and Cognition teams for keeping all of these deals under wraps until announcement (OpenAI could learn something...), but even so it's likely that we the public will never learn every detail of what transpired. I've seen a lot of harsh, misguided takes over the past few days, like that the Windsurf founder…

> OpenAI could learn something...

Did OpenAI ever actually announce anything publicly regarding a potential windsurf acquisition?

AFAICT most of the reporting was based on rumors or leaks. But they never actually announced an acquisition. Seems like Bloomberg may have made an oopsie here.

Re: Cognition (Devin AI) to Acquire Windsurf

#90

I totally missed the puck with this one. There was a time where Cursor did not have the agent feel of a true AI pair-programming buddy. Windsurf had that magical aspect, and I totally thought they would destroy Cursor. But it took Cursor about 2 weeks by my recollection to add agent mode, and ultimately I went back to Cursor because of their better WSL2 integration. For those brief 2 weeks, Windsurf felt like the SOT…

Same experience. I was using Windsurf for a couple of weeks, but felt like the editor wasn't as nice to use as Cursor, so features an agent could handle went to Windsurf and pair coding was more with Cursor. Once Cursor got agent mode, I haven't really touched Windsurf.

Feels like a new SOTA tool every couple weeks. Heck, the post below this is about a new agentic IDE.

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