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Cognition (Devin AI) to Acquire Windsurf

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Re: Cognition (Devin AI) to Acquire Windsurf

#181

Post by 4dm1r4lg3n3r4l »

alfalfasprout wrote: post #156
rwyinuse wrote: post #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.

Yep. The reality is folks building these types of companies are trying to get acquired as quickly as possible before the house of cards fall. This has led to a huge speculative rush of acquisitions to avoid FOMO later. The technology is nowhere close to what they're hoping for and incremental progress isn't getting us there. If we get true AGI agents, anyone can also build a multi-billion dollar tech companies on the…

> If we get true AGI agents, anyone can also build a multi-billion dollar tech companies on the cheap.

That's not how the economy works...

Re: Cognition (Devin AI) to Acquire Windsurf

#182

Post by Terr_ »

joe_the_user wrote: post #137
theappsecguy wrote: post #119

Earlier quoted context omitted.

“Web” is such a broad category. Quite a leap from LLM wrappers.

Well, LLMs are themselves very broad. They encompass everything from web search to everything that you could automate yourself but don't have the time. I don't LLM capacities have to reach human-equivalent for their uses to multiply for years to come. I don't LLM technology as it exists can reach AGI by the simple addition of more compute power and moreover, I don't think adding computer necessarily is going to provi…

> Well, LLMs are themselves very broad.

I think overstating their broad-ness is core to the hype-cycle going on. Everyone wants to believe—or wants a buyer to believe—that a machine which can grow documents about X is just as good (and reliable) as actually creating X.

Re: Cognition (Devin AI) to Acquire Windsurf

#183

Post by christina97 »

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?

The point is that if a minority is prepared to pay $200 per month, then what is the majority prepared to pay? I also don’t think this is such an extreme priority, I also know multiple people in real life with these kinds of selections.

Re: Cognition (Devin AI) to Acquire Windsurf

#184

Post by namesbc »

silentsea90 wrote: post #165
asadotzler wrote: post #132

Earlier quoted context omitted.

It is foolish to compare to the dot com boom and bust. At least when that bubble burst we still had the global broadband internet that it built. When this bubble bursts, we'll have next to nothing to show for it.

We have AI, a marvel that might change the arc of humanity and an epoch in our timeline. Fire, wheel etc. and AI.

I'll choose the wheel over using a country's worth of electricity to parrot unusable AI slop to gullible fools.

Re: Cognition (Devin AI) to Acquire Windsurf

#185

Post by hugs »

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'm easily getting $10K/month of value from my Anthropic subscription. (Rough estimate of how much I would have paid someone else to create the things I've (co)created with Claude Code so far.) If this is a bubble, I just hope I can finish all the projects I want to finish before it pops (or before they raise their prices to $9K/month because they read this comment.)

Re: Cognition (Devin AI) to Acquire Windsurf

#186

Post by koakuma-chan »

guluarte wrote: post #46
isodev wrote: 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

Who decides for much a company is worth?

Re: Cognition (Devin AI) to Acquire Windsurf

#187

Post by lvl155 »

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.

Not in a bubble yet. Wait till your aunt takes out a second mortgage to chase NVDA stock to the moon. My guess is this will continue until later this decade with some bumps in between. That said, it’s absurd these guys are paying people so much money for what I think amounts to being context management off of some markdowns.

Re: Cognition (Devin AI) to Acquire Windsurf

#188

Post by d3m0t3p »

ironmagma wrote: post #175
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.

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...

Your first link is (in my opinion) highly biased in the samples they choose, they hired maintainers from open-source repos (people with multi years of experience, on their specific repo).

So indeed, IF you are in that case: Many years on the same project with multiple years experience then it is not usefull, otherwise it might be. This means it might be usefull for junior and for experienced devs who are switching projects. It is a tool like any other, indeed if you have a workflow that you optimized through years of usage it won't help.

Re: Cognition (Devin AI) to Acquire Windsurf

#189

Post by jrflowers »

christina97 wrote: post #183
smith7018 wrote: post #174

Earlier quoted context omitted.

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

The point is that if a minority is prepared to pay $200 per month, then what is the majority prepared to pay? I also don’t think this is such an extreme priority, I also know multiple people in real life with these kinds of selections.

>if a minority is prepared to pay $200 per month, then what is the majority prepared to pay?

Nothing. Most people will not pay for a chat bot unless forced to by cramming it into software that they already have to use

Re: Cognition (Devin AI) to Acquire Windsurf

#190

Post by Yizahi »

jahewson wrote: post #171
Yizahi wrote: post #168

Earlier quoted context omitted.

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?

That was a joke, mostly unrelated to the main point - about LLM corporations' finances.
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