Earlier quoted context omitted.
It's a very well done wrapper that improves your coding productivity a lot.
The problem is that they have no moat and the underlying provider can easily cut them out.
Cognition (Devin AI) to Acquire Windsurf
301–310 of 447 posts
Re: Cognition (Devin AI) to Acquire Windsurf
#302Earlier quoted context omitted.
Claude Code with Pro, Max100, or Max200 subscriptions. Works with any IDE including none. For the time being, nothing comes close, at least for me.
Can you please share your Claude usage workflow? I use Github copilot and often tend to be frustrated. It messes up old things while making new. I use Claude 4 model in GH CP.
Then I'll look through the changes and decide if it is correct. Sometimes can just run the code to decide if it is correct. Any compilation errors are pasted right back in to the chat in agent mode.
Once the feature is done, commit the changes. Repeat for features.
Re: Cognition (Devin AI) to Acquire Windsurf
#303Earlier quoted context omitted.
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.
My napkin math is that I can now accomplish 10x more in a day than I could even one year ago, which means I don't need to hire nearly as many engineers, and I still come out ahead. I use claude code exclusively for the initial version of all new features, then I review and iterate. With the Max plan I can have many of these loops going concurrently in git worktrees. I even built a little script to make the workflow b…
The only answer that matters is the one to the question "how much more are you making per month from your $200/m spend?"
Re: Cognition (Devin AI) to Acquire Windsurf
#304Earlier quoted context omitted.
"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…
Feels nothing like the same. The .com bubble was largely companies with no business, unchanged revenue but still having massive swings in price in private and public markets. Cursor has a $500mm ARR your anecdote might be meaningful in the medium turn but so far growth as not slowed down.
There also were companies like Sun and Cisco who had real, roaring business and lots of revenue that depended on loose start-up purse-strings, and VC exuberance...
Sun and Cisco both survived the .com bust, but were never the same, nor did theu ever reach their high-water marks again. They were shovel-sellers, much like Amazon and Nvidia in 2025.
Re: Cognition (Devin AI) to Acquire Windsurf
#305Earlier quoted context omitted.
> 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.
I know it's hard to place a value on how much a utility saves a business, but honestly this math is like the piracy math and we didn't buy it back then either.
Some teenager downloading 20k songs does not mean that they saved $20k[1], nor does it mean that the record labels lost $20k.
In your case, the relevant question is "how much did your revenue increase by after you started 10x your utility code?"
[1] Assuming the songs are sold on the market for $1 each.
Re: Cognition (Devin AI) to Acquire Windsurf
#306Earlier quoted context omitted.
> That, by itself, would obliterate the entire value of Windsurf or Cursor or whatever. Have used Cursor and I know that there is quite a bit of value between the model and the chat input box and it will be similar to Claude Code or Codex, it's what makes this agentic, it's just accessed through a different interface. So from that perspective, Cursor makes sense for folks that are already in the VSCode environment.
On the contrary, I'm already in the VSCode environment and I would hate to have to switch to Cursor. Doesn't matter that it is a fork, I don't want a fork for every extension of my workflow. I used Cline and now Claude code integrated to VSCode, and I don't think I'm missing much by not switching to Cursor.
Re: Cognition (Devin AI) to Acquire Windsurf
#307[flagged]
If you wouldn't mind reviewing https://news.ycombinator.com/newsguidelines.html and taking the intended spirit of the site more to heart, we'd be grateful.
Re: Cognition (Devin AI) to Acquire Windsurf
#308Earlier quoted context omitted.
Can you please share your Claude usage workflow? I use Github copilot and often tend to be frustrated. It messes up old things while making new. I use Claude 4 model in GH CP.
I use github copilot chat right now. First I use ask mode to ask it a question about the state of the codebase outlining my current understanding of the condition of the code. "I'm trying to x, I think the code currently does y." I include a few source files that I am talking about. I correct any misconceptions about the plan the llm may have and suggest stylistic changes to the code. Then once the plan seems correct…
Re: Cognition (Devin AI) to Acquire Windsurf
#309Is this purely the rump company left over from the Google pseudo-acquistion? Or does this mean that deal fell through? Does this represent confirmation that there was no pro-rata compensation to common share holders in the Google deal? I just have so many questions .
And what is Google "paying $2.4 billion in license fees" to use Windsurf's technology for, and to who? Does Windsurf have any technology?
Re: Cognition (Devin AI) to Acquire Windsurf
#310Earlier quoted context omitted.
Feels nothing like the same. The .com bubble was largely companies with no business, unchanged revenue but still having massive swings in price in private and public markets. Cursor has a $500mm ARR your anecdote might be meaningful in the medium turn but so far growth as not slowed down.
> The .com bubble was largely companies with no business, unchanged revenue but still having massive swings in price in private and public markets. There also were companies like Sun and Cisco who had real, roaring business and lots of revenue that depended on loose start-up purse-strings, and VC exuberance... Sun and Cisco both survived the .com bust, but were never the same, nor did theu ever reach their high-water…