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Cognition (Devin AI) to Acquire Windsurf

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Re: Cognition (Devin AI) to Acquire Windsurf

#221

Post by Forgeties79 »

jarredkenny wrote: post #178
smith7018 wrote: post #174

Earlier quoted context omitted.

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

A very productive minority.

Have we seen any examples of any of these companies turning a profit yet even at $200+/mo? My understanding is that most, if not all, are still deeply in the red. Please feel free to correct me (not sarcastic - being genuine).

If that is the case at some point the music is going to stop and they will either perish or they will have to crank up their subscription costs.

Re: Cognition (Devin AI) to Acquire Windsurf

#222

Post by dom96 »

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 pay $0 and that's already enough for me. Genuinely, what are you getting for your $200? I cannot fathom paying that much for what seems like I get basically for free anyway.

Re: Cognition (Devin AI) to Acquire Windsurf

#223

Post by bakugo »

d3m0t3p wrote: post #188
ironmagma wrote: post #175

Earlier quoted context omitted.

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 pr…

> This means it might be usefull for junior and for experienced devs who are switching projects.

In other words: it might be useful for people who don't understand the generated code well enough to know that it's incorrect or unmaintainable.

Re: Cognition (Devin AI) to Acquire Windsurf

#224

Post by pqtyw »

hn_throwaway_99 wrote: post #219
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.

"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 li…

Not really much a of stuck bubble this time, though. Besides Nvidia and a handful of other HW companies, at least. Almost all of the very high valuations are for private companies and usually the amount of actual money involved in is relatively low.

Re: Cognition (Devin AI) to Acquire Windsurf

#225

Post by cbsmith »

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…

Except the Windsurf team is already moving in that direction...

Re: Cognition (Devin AI) to Acquire Windsurf

#226

Post by pqtyw »

broast wrote: post #139
macNchz wrote: post #127

Earlier quoted context omitted.

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…

It's taken Cisco 25 years to recover

Intel never recovered. Well they did if you count dividends but still..

Re: Cognition (Devin AI) to Acquire Windsurf

#227

Post by jarredkenny »

Forgeties79 wrote: post #221
jarredkenny wrote: post #178

Earlier quoted context omitted.

A very productive minority.

Have we seen any examples of any of these companies turning a profit yet even at $200+/mo? My understanding is that most, if not all, are still deeply in the red. Please feel free to correct me (not sarcastic - being genuine). If that is the case at some point the music is going to stop and they will either perish or they will have to crank up their subscription costs.

I am absolutely benefitting from them subsidizing my usage to give me Claude Code at $200/month. However, even if they 10x the price its still going to be worth it for me personally.

Re: Cognition (Devin AI) to Acquire Windsurf

#228

Post by bakugo »

hugs wrote: post #185
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'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.)

> I'm easily getting $10K/month of value from my Anthropic subscription.

Are those things created by Claude actually making you that much in real money every month? Because the amount of money it would cost to pay someone to create something, and the value that something brings to you once it's made are largely unrelated.

Re: Cognition (Devin AI) to Acquire Windsurf

#229

Post by swat535 »

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

Forget chat bots, most people will not pay for Software, period.

This is _especially_ true for developers in general, which is very ironic considering how our livelihood is dependent on Software.

Re: Cognition (Devin AI) to Acquire Windsurf

#230

Post by Forgeties79 »

jarredkenny wrote: post #227
Forgeties79 wrote: post #221

Earlier quoted context omitted.

Have we seen any examples of any of these companies turning a profit yet even at $200+/mo? My understanding is that most, if not all, are still deeply in the red. Please feel free to correct me (not sarcastic - being genuine). If that is the case at some point the music is going to stop and they will either perish or they will have to crank up their subscription costs.

I am absolutely benefitting from them subsidizing my usage to give me Claude Code at $200/month. However, even if they 10x the price its still going to be worth it for me personally.

I totally get that but that’s not really what I asked/am driving at. Though I certainly question how many people are willing to spend $2k/mo on this. I think it’s pretty hard for most folks to justify basically a mortgage for an AI tool.
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