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Cognition (Devin AI) to Acquire Windsurf

cognition.ai

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Re: Cognition (Devin AI) to Acquire Windsurf

#211

Post by cootsnuck »

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.

They're still gonna be an estimated $3 billion in the hole though. Jury still out of there is really "something there".

Re: Cognition (Devin AI) to Acquire Windsurf

#212

Post by williamzeng0 »

annodomini2019 wrote: post #196
williamzeng0 wrote: post #170

Earlier quoted context omitted.

Transparently I'm a founder building a plugin that's like "Cursor for JetBrains IDEs", if you're an windsurf user you might like us: https://plugins.jetbrains.com/plugin/26860-sweep-ai

How would you describe your stance towards security? I'm an enterprise user so it'd have to clear a high bar with our security team

I think the two big things are privacy mode on by default and zero data retention by default.

No code or prompts are stored unless you opt-in. We also have on-prem deployment options but it's much more expensive.

Re: Cognition (Devin AI) to Acquire Windsurf

#213

Post by geor9e »

4dm1r4lg3n3r4l wrote: post #181
alfalfasprout wrote: post #156

Earlier quoted context omitted.

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...

You're right - AGI would be unfathomable, it would be more productive than a quadrillion earths entirely populated by MIT valedictorians who just drank 2 espressos each. "Multi-billion dollar" would be a silly valuation.

Re: Cognition (Devin AI) to Acquire Windsurf

#214

Post by bicx »

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?

Are there available numbers to support this? Software engineering in the U.S. is well-compensated. $200/mo is a small amount to pay if it makes a big difference in productivity.

Re: Cognition (Devin AI) to Acquire Windsurf

#215

Post by logsr »

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.

growing ARR is easy when you are selling dollars for cents. people hyping ARR as an meaningful investment indicator are a dead giveaway that we are in fact in a bubble.

Re: Cognition (Devin AI) to Acquire Windsurf

#216

Post by bicx »

jrflowers wrote: post #189
christina97 wrote: post #183

Earlier quoted context omitted.

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

It's a generic chat LLM product, but ChatGPT now has over 20 million paid subscribers. https://www.theverge.com/openai/640894/chatgpt-has-hit-20-mi...

Re: Cognition (Devin AI) to Acquire Windsurf

#217

Post by Keyframe »

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.

For sure, but then again - Nvidia $4T?! I can't shake the feeling though that with Nvidia we're looking at another Sun type of situation from _the bubble_. Remember the dot in dot com?

Re: Cognition (Devin AI) to Acquire Windsurf

#218

Post by bakugo »

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.

A fool and his money are soon parted.

Re: Cognition (Devin AI) to Acquire Windsurf

#219

Post by hn_throwaway_99 »

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.

"Sooner or later the bubble's gonna burst" and "There's definitely something there" aren't mutually exclusive - in fact they often go together.

It makes me perhaps a little sad to say that "I'm showing my age" by bringing up the .com boom/bust, but this feels exactly the same. The late 90s/early 00s were the dawn of the consumer Internet, and all of that tech vastly changed global society and brought you companies like Google and Amazon. It also brought you Pets.com, Webvan, and the bajillion other companies chronicled in "Fucked Company".

You mention Anthropic, which I think is in a good a position as any to be one of the winners. I'm much less convinced about tons of the others. Look at Cursor - they were a first moving leader, but I know tons of people (myself included) who have cancelled their subscription because there are now better options.

Re: Cognition (Devin AI) to Acquire Windsurf

#220

Post by OtherShrezzing »

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.

What do you do with $200/mo subscription to Anthropic? I’d consider myself a power user and I’ve never come close to a rate limit on the $20 subscription.
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