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Cognition (Devin AI) to Acquire Windsurf

cognition.ai

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Re: Cognition (Devin AI) to Acquire Windsurf

#201

Post by kubb »

abletonlive wrote: post #95
kubb wrote: post #91

Unpopular, controversial take: there should be an LSP extension that lets CLI agents, like Claude Code show diffs in the editor, and also one for completions, and sending snippets back to the CLI. That, by itself, would obliterate the entire value of Windsurf or Cursor or whatever. The fact that Google has this kind of money and spends it on dubious "talent" (though none of these people are known in the community) is…

"overfunded" is a weird way to talk about a tech company that is incredibly profitable.

It's fair to suggest a different word or phrasing, but you're coming off as hostile, not constructive.

Re: Cognition (Devin AI) to Acquire Windsurf

#203

Post by DebtDeflation »

physix wrote: post #87
brentm wrote: post #15

Earlier quoted context omitted.

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

Circumvents regulatory oversight and also shafts 99% of the employees. Seems to be a backdoor way to acquire the key founders/leaders and IP (via a perpetual license) while leaving behind a desiccated husk of rank and file employees, customers, and obligations.

Re: Cognition (Devin AI) to Acquire Windsurf

#204

Post by kubb »

d1egoaz wrote: post #108
kubb wrote: post #91

Unpopular, controversial take: there should be an LSP extension that lets CLI agents, like Claude Code show diffs in the editor, and also one for completions, and sending snippets back to the CLI. That, by itself, would obliterate the entire value of Windsurf or Cursor or whatever. The fact that Google has this kind of money and spends it on dubious "talent" (though none of these people are known in the community) is…

This already exists via MCP > For other IDEs: The protocol is editor-agnostic. Any editor that can run a WebSocket server and implement the MCP tools can integrate with Claude Code. https://github.com/anthropics/claude-code/issues/1234 https://github.com/coder/claudecode.nvim/blob/da78309eaa2ca2... Example in Emacs, this is how I use claude-code: https://github.com/manzaltu/claude-code-ide.el

This is great!

Re: Cognition (Devin AI) to Acquire Windsurf

#206

Post by ACCount36 »

cakeface wrote: post #177
meta_ai_x wrote: post #120

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…

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.

Cisco was the quintessential dot-com bubble company. Back then, it was what Nvidia is today: at the very spearhead of investors rallying behind the Internet.

"Good company" is subjective, but to argue that the company that built the backbone of modern web didn't make anything novel or monetizable is a bit short-sighted, don't you find?

Re: Cognition (Devin AI) to Acquire Windsurf

#208

Post by HenriNext »

kubb wrote: post #91

Unpopular, controversial take: there should be an LSP extension that lets CLI agents, like Claude Code show diffs in the editor, and also one for completions, and sending snippets back to the CLI. That, by itself, would obliterate the entire value of Windsurf or Cursor or whatever. The fact that Google has this kind of money and spends it on dubious "talent" (though none of these people are known in the community) is…

Claude Code can already show diffs in JetBrains IDEs and VSCode ('/ide' command connects the CLI/TUI to plugin/extension running in the IDE-side).

It can also access the IDEs' real-time errors and warnings, not just compile output ('ideDiagnostics' tool), see your active editor selection, cursor position, etc.

Re: Cognition (Devin AI) to Acquire Windsurf

#209

Post by wrsh07 »

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?

Yes, but that doesn't mean they aren't finding real value

The challenge with the bubble/not bubble framing is the question of long term value.

If the labs stopped spending money today, they would recoup their costs. Quickly.

There are possible risks (could prices go to zero because of a loss leader?), but I think anthropic and OpenAI are both sufficiently differentiated that they would be profitable/extremely successful companies by all accounts if they stopped spending today.

So the question is: at what point does any of this stop being true?

Re: Cognition (Devin AI) to Acquire Windsurf

#210

Post by alecco »

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.

Agree. But I think Anthropic is the outlier. Maybe ElevenLabs, too.
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