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Cognition (Devin AI) to Acquire Windsurf

cognition.ai

121–130 of 447 posts

Re: Cognition (Devin AI) to Acquire Windsurf

#121
post #102

Does anyone actually use Windsurf? I know a ton of people on Cursor, Cline, Roo, Claude Code... but zero people in my engineering circles have even mentioned trying Windsurf.

I was using Windsurf in Pycharm, until I switched to Claude Code / Gemini CLI last week. I am also finding that Copilot with Sonnet 4 is pretty on par to Windsurf.

Re: Cognition (Devin AI) to Acquire Windsurf

#122
post #113

I think the amount of turmoil around these deals is giving more weight to the possibility that we’re in a massive bubble thats quite divorced from any kind of fundamentals. Sooner or later the bubbles gonna burst.

The dot-com was a bubble because investors pulled money and belief at the first sign of trouble. The landscape has changed dramatically now. Investors and VCs have learnt if we stick with winners and growth companies, the payoffs are massive. We also have more automatic, retail and foreign money flowing into the market. Buy the dip is a phenomenon that didn't exist at the scale it is now. Pre-2015 if Big Money pulled…

> Investors and VCs have learnt

lol. Investors and VCs have no idea what they're doing

Re: Cognition (Devin AI) to Acquire Windsurf

#123

Earlier quoted context omitted.

The dot-com was a bubble because investors pulled money and belief at the first sign of trouble. The landscape has changed dramatically now. Investors and VCs have learnt if we stick with winners and growth companies, the payoffs are massive. We also have more automatic, retail and foreign money flowing into the market. Buy the dip is a phenomenon that didn't exist at the scale it is now. Pre-2015 if Big Money pulled…

> Investors and VCs have learnt lol. Investors and VCs have no idea what they're doing

lol is a coping mechanism for the poor. If you really think top VCs / investors haven't learnt the long-term importance of staying the course, then you know nothing about the industry and mostly being influenced by popular social media posts shitting on the investor class.

There is a reason Anthropic/OpenAI and many startups are given much much longer ropes to be profitable than in the 2000 era when VCs pulled the rug the first opportunity of trouble

Re: Cognition (Devin AI) to Acquire Windsurf

#124

Earlier quoted context omitted.

> Investors and VCs have learnt lol. Investors and VCs have no idea what they're doing

lol is a coping mechanism for the poor. If you really think top VCs / investors haven't learnt the long-term importance of staying the course, then you know nothing about the industry and mostly being influenced by popular social media posts shitting on the investor class. There is a reason Anthropic/OpenAI and many startups are given much much longer ropes to be profitable than in the 2000 era when VCs pulled the ru…

If VCs knew what they were doing, they'd have real jobs

Re: Cognition (Devin AI) to Acquire Windsurf

#126
I don't see a justification for high valuations of companies that aim to build an "AI Software engineer". If something like Devin really succeeds, then anyone can use their product to simply build their own competing AI engineer. There's no moat, it's just another LLM wrapper SaaS.

Re: Cognition (Devin AI) to Acquire Windsurf

#127
post #113

I think the amount of turmoil around these deals is giving more weight to the possibility that we’re in a massive bubble thats quite divorced from any kind of fundamentals. Sooner or later the bubbles gonna burst.

Remember that the web also had a bubble that popped and look at where are we now with Google, Amazon, Meta... I think that there is a bubble but it's shaped more like the web bubble and less like the crypto bubble.

As with any investing there's a risk appetite/timescale component to thinking about this stuff. Lots of companies went to zero in the dot-com bubble. Even Amazon was down over 90% between the end of 1999 and late 2001, and took until 2007 to recover to its high. NASDAQ overall took 15 years to return to its March 2000 high. Some incredible returns to be had if you waited it all out, to be sure, but it's hard to know what the interim looks like.

Re: Cognition (Devin AI) to Acquire Windsurf

#128
post #72

Earlier quoted context omitted.

I think so but not for the reason that you think. See, most closed source software really just pisses me off of ideological reasons, I just like to tinker with things and just having the possibility to do so by being provided the source code really helps my mind feel happy I guess. So I "vibe coded" a game that I used to play and some projects that I was curious about and I just wanted to tinker too. sure the game an…

> that senior devs are extremely in demand Is this true? I am not seeing salaries rising, the demand seems to be met. But maybe I'm wrong.

Sorry I guess, I may have been incorrect in that regards. I actually just meant as in comparison to juniors really. And I personally felt that way from what I've heard from all the people, I am not sure too about salary rising but still I always thought that seniors are getting on with more and more responsibility since juniors aren't getting hired and so I thought that they were more compensated and I am pretty sure that I heard it somewhere and I think I just repeated that.

Also maybe I felt this way because of 100 Million $ and the 30 Billion $ acquisition by Zuckerberg I guess

I might ask AI (Oh the irony) and here is the chat https://chatgpt.com/share/68756188-d374-8011-9f23-6860d6b1db... and here is one of the major source of this I suppose

https://www.hackerrank.com/blog/senior-hiring-is-surging-wil...

And I would like to quote a part from the hackerrank ie. Taken in isolation, this might suggest a cautious but healthy rebound. But viewed through a 2025 lens, a deeper pattern emerges: teams are leaning hard into experience, and leaving early-career talent behind.

Re: Cognition (Devin AI) to Acquire Windsurf

#129
post #27

> 100% of Windsurf employees will participate financially in this deal > 100% of Windsurf employees will have vesting cliffs waived for their work to date > 100% of Windsurf employees will receive fully accelerated vesting for their work to date This sounds like a happy ending for the employees of Windsurf and a good deal for Cognition

I don't think so. If your shares dropped 90% overnight you wouldn't be excited to have your vesting cliff waived

Re: Cognition (Devin AI) to Acquire Windsurf

#130

Isn't Devin AI basically a scam, selling an "AI Software Engineer" when no such thing exists.

We're using it consistently to put out (albeit smaller) features.

Any examples? Curious what you let it rip on and what it can actually do.
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