311–320 of 447 posts
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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?
I suspect it is more a "licence" for the things in the staff's heads for those who were poached.
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Anecdotally, I can take on and complete the side projects I've always wanted to do but didn't due to the large amounts of yak shaving or unfamiliarity with parts of the stack. It's the difference between "hey wouldn't it be cool to have a Monte Carlo simulator for retirement planning with multidimensional search for the safe withdrawal rate depending on savings rate, age of retirement, and other assumptions" and doin…
For curiosity, how complex are these side projects? My experience is that Claude Code can absolutely nail simple apps. But as the complexity increases it seems to lose its ability to work through things without having to burn tokens on constantly reminding it of the patterns it needs to follow. At the very least it diminishes the enjoyment of it.
Very curious how we'll look back on Google spending 2 billion dollars to "license IP" and hire a handful of people. If there's 47m software engineers in the world, at $200/month, and 50% gross profit that's a $56 billion TAM. Not crazy to think it's more if we include the adjacent space of analyst roles that write software (sql, advanced excel, etc). They'll have to crush it to make a $2 billion acquihire look reason…
It’s more about not getting embarrassed ever again. The breakthrough papers for LLMs came from Google, but not the product. This was embarrassing. Even if you have to spend double on everything from now on you do it, because Google effectively got sucker punched by ChatGPT.
> 100% of Windsurf employees will participate financially in this deal > 100% of Windsurf employees will have vesting cliffs waived for their work to date > 100% of Windsurf employees will receive fully accelerated vesting for their work to date This sounds like a happy ending for the employees of Windsurf and a good deal for Cognition
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A very productive minority.
Are there studies to show those paying $200/month to openai/claude are more productive?
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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.
what? Do you think providers (or their other customers) don’t care about the business implications of a decision like this? All so that cursor can bring their significant customer base to a nearly-indistinguishable competitor?
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I'm also confused why Devin is worth billions
Devin's whole business model is predicated upon replacing programmers with minimum wage AI agents.
Reminds me of of some quip where a doctor says to a resident. Yeah this job would be so cool if it wasn't for all these sick people.
Very curious how we'll look back on Google spending 2 billion dollars to "license IP" and hire a handful of people. If there's 47m software engineers in the world, at $200/month, and 50% gross profit that's a $56 billion TAM. Not crazy to think it's more if we include the adjacent space of analyst roles that write software (sql, advanced excel, etc). They'll have to crush it to make a $2 billion acquihire look reason…
that's not the market they're thinking of, they're thinking of the total amount of money spent on developers per year, globally, and capturing a percentage of that
It's weird being a Windsurf fan on HN. You get the feeling that you're in the minority or doing it wrong because the dialog is dominated by Cursor and (more recently) Claude Code. It's also been a lot of random stuff recently with their 3 separate Ross and Rachel acquisition storylines. Some takeaways: 1. Devin/Cognition definitely have a legit AI dev agent now 2. It's crazy what Google passed on. The fact that it wa…
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For curiosity, how complex are these side projects? My experience is that Claude Code can absolutely nail simple apps. But as the complexity increases it seems to lose its ability to work through things without having to burn tokens on constantly reminding it of the patterns it needs to follow. At the very least it diminishes the enjoyment of it.
Simple apps are the majority of use-cases though - to me this feels like what programming/using a computer should have been all along: if I want to do something I’m curious about I just try with Claude whereas in the past I’d mostly be too lazy/tired to program after hours in my free time (even though my programming ability exceed Claude’s).
I'm just worried that I'm doing it wrong.