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Cognition (Devin AI) to Acquire Windsurf

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Re: Cognition (Devin AI) to Acquire Windsurf

#231

Post by rightbyte »

threetonesun wrote: post #161
ghc wrote: post #145

Earlier quoted context omitted.

Nothing except massive data centers full of GPU compute resources paid for by VC money. Wait, that's actually pretty similar...

I'm starting to think that making a bunch of tech companies the most valuable companies on Earth, and tying their value to everyone's ability to retire so the number must always go up was perhaps not the wisest thing to have done.

They could close shop and you could print the money and give to the retirements fonds and everyone would be better off. Maybe Apple would be missed.

Re: Cognition (Devin AI) to Acquire Windsurf

#232

Post by qwytw »

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…

Also there are no early IPOs. Very few people can buy stocks in these companies which changes the dynamics significantly. Note sure what's the point of talking about the stock market this much when for almost everyone the only way to get any exposureis through Nvidia or other hardware companies and maybe MS/Google/AWS.

> Investors and VCs have learnt if we stick with winners and growth companies, the payoffs are massive.

Well... yes and no. 2021 wasn't that long ago.

> So, it's foolish to apply 2000 parallels to now

The stock market and other financial stuff is of course different. The fundamental trend not necessarily though. It took awhile for anyone to figure out how to directly build a highly profitable internet based business back then for AI it seems more or less the same so far.

Re: Cognition (Devin AI) to Acquire Windsurf

#233

Post by tekawade »

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.

Genuinely curious for the value add with Claude code here. Some perspective and/or data is appreciated.

Re: Cognition (Devin AI) to Acquire Windsurf

#234

Post by tomjakubowski »

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'm curious, how are you accounting this? Does the productivity improvement from Claude's product let you get your work done faster, which buys you more free time? Does it earn you additional income, presumably to the tune of somewhere north of $2k/month?

Re: Cognition (Devin AI) to Acquire Windsurf

#235

Post by Implicated »

OtherShrezzing wrote: post #220
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.

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.

If you're using Claude Code with any regularity then the $200/m plan is better than a Costco membership in value.

Re: Cognition (Devin AI) to Acquire Windsurf

#237

Post by hugs »

bakugo wrote: post #228
hugs wrote: post #185

Earlier quoted context omitted.

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.

They are tools I want/need for my business (like creating software libraries for various things). My $10K number is how much I would have paid a contractor in the past to code it for me.

Re: Cognition (Devin AI) to Acquire Windsurf

#238

Post by silentsea90 »

namesbc wrote: post #184
silentsea90 wrote: post #165

Earlier quoted context omitted.

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.

Is AI not useful to you? I've sped up my SWE work significantly (10x). Not sure why the cynicism.

Re: Cognition (Devin AI) to Acquire Windsurf

#240

Post by zaphirplane »

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.

Why are you paying for that? Are you employed as a dev and paying out of your pocket or are you a hobbyist or ?
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