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Cognition (Devin AI) to Acquire Windsurf

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Re: Cognition (Devin AI) to Acquire Windsurf

#341

Post by infecto »

overfeed wrote: post #304
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, 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…

For sure but unlike then we are in a very different buying environment. Investors are more discerning even though folks here would like tot think differently. Cisco had something at peak like a 179x pe. That is a vastly different world than what we see Nvidia at today. I am not saying it cannot fail or collapse but to say this feels like the .com bubble is wrong.

Re: Cognition (Devin AI) to Acquire Windsurf

#342

Post by ForHackernews »

infecto wrote: post #340
ForHackernews wrote: post #338

Earlier quoted context omitted.

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”.

Sorry, I thought the point was clear: Dropbox (file sync) is a feature, not a product. Cursor (AI in your IDE) likewise, is a feature, not a product.

I am old and I remember when you could make a lot of money offering "Get Your Business On The Information Superhighway" (HTML on Apache) and we're in that stage of LLMadness today, but I suspect it will not last.

Re: Cognition (Devin AI) to Acquire Windsurf

#343

Post by cft »

g42gregory wrote: post #261
ttrmw wrote: post #242

Earlier quoted context omitted.

what're you finding better than cursor now?

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.

My problem with Claude code versus Cursor is that with Cursor I could "shop around" the same context with different foundational model providers, often finding bugs this way or or getting insights.

Sometimes one model would get stuck in their thinking and submitting the same question to a different model would resolve the problem

Re: Cognition (Devin AI) to Acquire Windsurf

#344

Post by infecto »

ForHackernews wrote: post #342
infecto wrote: post #340

Earlier quoted context omitted.

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”.

Sorry, I thought the point was clear: Dropbox (file sync) is a feature, not a product. Cursor (AI in your IDE) likewise, is a feature, not a product. I am old and I remember when you could make a lot of money offering "Get Your Business On The Information Superhighway" (HTML on Apache) and we're in that stage of LLMadness today, but I suspect it will not last.

“It's like a wrapper for some APIs, right?”

Don’t be sorry it shows your true colors. The point stands that you continue to step around. Cursor and other tools like it are more than a trivial wrapper but of course you have never used them so you have no idea. At least give yourself some exposure before projecting.

Dropbox is still a $5+bn business. Cursor is still growing, will it work out, I don’t know but lots of folks are seeing the value in these tools and I suspect we have not hit peak yet with the current generation. I am not sure what a service business like a small biz website builder has to do with Cursor or other companies in adjacent spaces.

Re: Cognition (Devin AI) to Acquire Windsurf

#345

Post by sebastiennight »

Terr_ wrote: post #182
joe_the_user wrote: post #137

Earlier quoted context omitted.

Well, LLMs are themselves very broad. They encompass everything from web search to everything that you could automate yourself but don't have the time. I don't LLM capacities have to reach human-equivalent for their uses to multiply for years to come. I don't LLM technology as it exists can reach AGI by the simple addition of more compute power and moreover, I don't think adding computer necessarily is going to provi…

> Well, LLMs are themselves very broad. I think overstating their broad-ness is core to the hype-cycle going on. Everyone wants to believe—or wants a buyer to believe—that a machine which can grow documents about X is just as good (and reliable) as actually creating X.

Since APIs exist (including APIs that allow you to get a human to execute the task), a machine which can grow specs about X is able to create real-world X in many, many situations.

A machine which can define a valid CAD document can get the actual product built (even if the building requires manual assembly).

Re: Cognition (Devin AI) to Acquire Windsurf

#346

Post by [deleted] »

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.

[deleted]

Re: Cognition (Devin AI) to Acquire Windsurf

#347

Post by mort96 »

joe_the_user wrote: post #137
theappsecguy wrote: post #119

Earlier quoted context omitted.

“Web” is such a broad category. Quite a leap from LLM wrappers.

Well, LLMs are themselves very broad. They encompass everything from web search to everything that you could automate yourself but don't have the time. I don't LLM capacities have to reach human-equivalent for their uses to multiply for years to come. I don't LLM technology as it exists can reach AGI by the simple addition of more compute power and moreover, I don't think adding computer necessarily is going to provi…

LLMs don't seem very broad. You're literally just talking about predictive text engines.

Re: Cognition (Devin AI) to Acquire Windsurf

#348

Post by acdha »

macrolime wrote: post #331
acdha wrote: post #295

Earlier quoted context omitted.

> 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.

That’s what people predicted bit, for example, on Amazon’s case it was less than 3 years because they just kept posting solid numbers. The thing which all of those companies have in common is that they stood out from the Pets.com types in having profitable revenue - they didn’t need a miracle to be profitable, only for customers to keep buying.

Re: Cognition (Devin AI) to Acquire Windsurf

#349

Post by acdha »

infecto wrote: post #298
acdha wrote: post #295

Earlier quoted context omitted.

> 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…

You’re right that many .com companies lacked fundamentals but you’re cherry-picking survivors. For every Amazon, there were dozens of Pets.coms. The current AI wave does feel different in terms of revenue traction (e.g., Cursor’s $500M ARR), but the broader lesson still applies: hype cycles don’t discriminate between good and bad execution in the short term. Cursor’s growth is impressive, but sustained dominance isn’…

My point in listing survivors was simply to make the point that while there were plenty of doomed businesses, there were also many giants which were big at the time and could be told apart by looking at their fundamentals — they had real people paying them money for tangible things at a price which could be profitable. Amazon famously reported low numbers due to reinvestment but they were profitable in most business segments a few years after entering, which was quite different from the “lose money on every sale, make it up on volume” plays many dotcoms made.

Re: Cognition (Devin AI) to Acquire Windsurf

#350

Post by lowsong »

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 possibility that we’re in a massive bubble thats quite divorced from any kind of fundamentals

I'm astounded that anyone still genuinely believes we're not in a massive bubble. Of course AI company CEOs are going to say we're not and that AGI is just around the corner, it's deeply in their financial interest to keep inflating the bubble as long as possible.

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