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Cognition (Devin AI) to Acquire Windsurf

cognition.ai

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Re: Cognition (Devin AI) to Acquire Windsurf

#171

Post by jahewson »

Yizahi wrote: post #168
yomismoaqui wrote: post #118

Earlier quoted context omitted.

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.

Yeah, only those evolved a lot from the initial products everyone hyped and products people hyped in 2000 are extinct or free. And I still don't understand where Facebook makes money. :) Regarding LLMs there are two concerns - current products don't have any killer feature to lock in customers, so people can easily jump ship. And diminishing returns, if there won't be a clear progress with models, then free/small, ma…

You don’t understand how the world’s 5th largest company by market cap makes money and this is evidence of… something?

Re: Cognition (Devin AI) to Acquire Windsurf

#172

Post by benjaminwootton »

nikcub wrote: post #167
pm90 wrote: 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.

> divorced from any kind of fundamentals Anthropic ARR went $1B -> $4B in the first half of this year. They're getting my $200 a month and it's easily the best money I spend. There's definitely something there.

I’ve always dwelled over $5 a month subscriptions for iPhone apps due to subscription fatigue. I find myself signing up for $200 AI subscriptions without a moments hesitation.

Re: Cognition (Devin AI) to Acquire Windsurf

#173

Post by brulard »

isodev wrote: post #35
xnx wrote: post #28

Earlier quoted context omitted.

> crazy valuations I haven't seen anything to indicate what was paid for what's left of Windsurf.

I was also referring to the $2.5B Google paid. I can’t imagine what could possibly be the value they’re hoping to get

They got the top talent from there with the technology and they can continue on that or be used for other AI projects, right?

Re: Cognition (Devin AI) to Acquire Windsurf

#174

Post by smith7018 »

benjaminwootton wrote: post #172
nikcub wrote: post #167

Earlier quoted context omitted.

> divorced from any kind of fundamentals Anthropic ARR went $1B -> $4B in the first half of this year. They're getting my $200 a month and it's easily the best money I spend. There's definitely something there.

I’ve always dwelled over $5 a month subscriptions for iPhone apps due to subscription fatigue. I find myself signing up for $200 AI subscriptions without a moments hesitation.

I hope both of you know that you're in the extreme minority, right?

Re: Cognition (Devin AI) to Acquire Windsurf

#175

Post by ironmagma »

nikcub wrote: post #167
pm90 wrote: 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.

> divorced from any kind of fundamentals Anthropic ARR went $1B -> $4B in the first half of this year. They're getting my $200 a month and it's easily the best money I spend. There's definitely something there.

Or so you think..

[1] https://metr.org/blog/2025-07-10-early-2025-ai-experienced-o...

[2] https://futurism.com/companies-fixing-ai-replacement-mistake...

Re: Cognition (Devin AI) to Acquire Windsurf

#176

Post by stefan_ »

_jab wrote: 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…

> Kudos to the Google, Windsurf, and Cognition teams for keeping all of these deals under wraps until announcement

Geez is the cognitive distortion field active again? Even Grok could figure this one out.

Re: Cognition (Devin AI) to Acquire Windsurf

#177

Post by cakeface »

meta_ai_x wrote: post #120
pm90 wrote: 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…

dot-com bubble companies were not good companies. They either built something that was not novel so it could be copied, or had insufficient value to monetize. We'll see the same with current AI.

Similar to the invention of the web, AI is not a bubble. Real value has been created.

Re: Cognition (Devin AI) to Acquire Windsurf

#178

Post by jarredkenny »

smith7018 wrote: post #174
benjaminwootton wrote: post #172

Earlier quoted context omitted.

I’ve always dwelled over $5 a month subscriptions for iPhone apps due to subscription fatigue. I find myself signing up for $200 AI subscriptions without a moments hesitation.

I hope both of you know that you're in the extreme minority, right?

A very productive minority.

Re: Cognition (Devin AI) to Acquire Windsurf

#179

Post by koakuma-chan »

OldfieldFund wrote: post #75
bicx wrote: post #61

Earlier quoted context omitted.

Unfortunately this seems to be true. I like Windsurf, but these days I just use it as a harness for running Claude Code while still retaining decent code completions.

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

This is the final fix. I'm confident this will resolve all the errors.

[API Error: got status: INTERNAL. {"error":{"code":500,"message":"An internal error has occurred. Please retry or report in https://developers.generativeai.google/guide/troubleshooting..."}}]```

Re: Cognition (Devin AI) to Acquire Windsurf

#180

Post by aiCodeMonkey »

asadotzler wrote: post #149
aiCodeMonkey wrote: post #45

Uhh so where does the 2.4B go to? For the "licensing" rights but without equity to Windsurf? Does the whole 2.4B get distributed amongst the talent that Google acquired or is it shared amongst all Windsurf employees?

Windsurf employees left behind by their executives get none of that Google money. It went to the selfish exec team and a few top employees that abandoned their teams and projects for Google's cash, and what didn't go to those selfish jerks went to Windsurf's investors. The rank and file that were abandoned by their leadership got totally screwed. Startup executives will never again be trusted to deal fairly with the…

did the team that joined deepmind forfeit their equity or will the cognition acquisition basically allow them to get a double payout from their equity?
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