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Cognition (Devin AI) to Acquire Windsurf

cognition.ai

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Re: Cognition (Devin AI) to Acquire Windsurf

#331

Post by macrolime »

acdha wrote: post #295
infecto wrote: post #292

Earlier 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 Ah, yes, companies like Amazon.com, eBay, PayPal, Expedia, and Google. Never heard of those losers again. Not to mention those crazy kids at Kozmo foolishly thinking that people would want to have stuff delivered same-day. The two lessons you should learn from the .com bubble are that the right idea won’t save you from bad execution, and that boom markets–espec…

Thing is that it took 10-15 years for the stocks of these companies to reach the same marketcap again.

Re: Cognition (Devin AI) to Acquire Windsurf

#332

Post by csomar »

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.

1. If you're maxing out your subscription, they're burning money on you.

2. They don't have a moat. DeepSeek and Kimi are already good enough to destroy any high margins they're hoping to generate from compute.

Just because something is highly useful doesn't mean it's highly profitable. Water is essential to life, but it's dirt cheap in most of the world. Same goes for food.

Re: Cognition (Devin AI) to Acquire Windsurf

#333

Post by jarredkenny »

lelanthran wrote: post #303
jarredkenny wrote: post #241

Earlier quoted context omitted.

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…

> 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. The only answer that matters is the one to the question "how much more are you making per month from your $200/m spend?"

In terms of revenue for my startup, plenty more.

Re: Cognition (Devin AI) to Acquire Windsurf

#334

Post by csomar »

6Az4Mj4D wrote: post #271
g42gregory wrote: post #261

Earlier 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.

GitHub Copilot models are intentionally restricted, which unfortunately makes them less capable.

I'm not the original poster, but regarding workflow, I've found it works better to let the LLM create one instead of imposing my own. My current approach is to have 10 instances generate 10 different plans, then I average them out.

Re: Cognition (Devin AI) to Acquire Windsurf

#335

Post by roncesvalles »

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 have a feeling you'd have had better results if you actually paid $10k/month to a good dev or three in a LCoL geo.

You can actually hire a few excellent devs for very little money. You just can't hire 20k of them and convince them to move to a certain coastal peninsula with high rent and $20 shawarmas, for very little money each.

Re: Cognition (Devin AI) to Acquire Windsurf

#336

Post by csomar »

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…

There is MCP-LSP and Context7.

I use Rust and found it's better to let the AI hallucinate function names, then let the compiler correct them. Rust's compiler is significantly better than TypeScript's at this, so it works well.

Re: Cognition (Devin AI) to Acquire Windsurf

#337

Post by djtango »

margalabargala wrote: post #267
abletonlive wrote: post #143

Earlier quoted context omitted.

Net profit can't be used as a measure of both "funding" and "value generation" while saying that a company is "overfunded" because it doesn't provide enough "value". Come back to your senses.

I'm genuinely not sure if you're not understanding, or deliberately ignoring my point. I'll assume the former and try again. Maybe you didn't realize I'm not the person you originally replied to? If a company is profitable, they have funds. The funds generated by the profits, can be used to fund additional internal projects. If the bucket of funds from profits gets ridiculously large, then it may begin to be used for…

It's kind of their prerogative to spend their money how they like. If it's anti-competitive then you can hope that regulation exists to prevent that behaviour. As a shareholder you can complain that they will stop this value igniting behaviour. As an investor if you believe this behaviour is irrational you can short their stock and hope that the market is efficient and the share price will reflect the igniting value in their multiple.

As a bystander and outsider it is hard to isolate the value igniting behaviour from the moonshot behaviour. Shareholders love to gut a business of its risk taking and excess behaviour for predictable and inflated margins (and dividends) but the past 20+ years of our megacap companies is that they have continued to "innovate" in spite of all their inefficiencies.

I always have a chuckle when I recall how shareholders tried to oust Zuck for buying Instagram for 1B...

These vanity hires do seem frothy and reminiscent of dotcom style behaviour. But "AI" clearly will be game changing much like the internet was, and who at this stage can say what is worth recruiting people at the forefront of commercialising the tech right now

Re: Cognition (Devin AI) to Acquire Windsurf

#338

Post by ForHackernews »

infecto wrote: post #294
ForHackernews wrote: post #275

Earlier quoted context omitted.

I genuinely don't understand what value Cursor itself brings. It's like a wrapper for some APIs, right? As far as I can tell there's like four actual AI firms in the world and everyone else is trying to whitelabel. It reminds me of the hosting industry in the early 2000s.

Amazing how folks make comments without even trying it and especially making a comment similar to how Dropbox is simply rsync, right? It is a lot less trivial than people like yourself make it out to be to get an effective tool chain and especially do it efficiently.

That's why Dropbox is a trillion dollar company and not a feature called iCloud, right?

Re: Cognition (Devin AI) to Acquire Windsurf

#339

Post by resize2996 »

OccamsMirror wrote: post #290
jfim wrote: post #244

Earlier quoted context omitted.

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.

This has nothing to do with AI, but might help: All complex software programs are compositions of simpler programs.

Re: Cognition (Devin AI) to Acquire Windsurf

#340

Post by infecto »

ForHackernews wrote: post #338
infecto wrote: post #294

Earlier quoted context omitted.

Amazing how folks make comments without even trying it and especially making a comment similar to how Dropbox is simply rsync, right? It is a lot less trivial than people like yourself make it out to be to get an effective tool chain and especially do it efficiently.

That's why Dropbox is a trillion dollar company and not a feature called iCloud, right?

Are you trying to make a point or just being defensive for no reason? You called out something without having any experience or knowledge and then did the classic “it’s just a wrapper”.
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