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Cognition (Devin AI) to Acquire Windsurf

cognition.ai

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Re: Cognition (Devin AI) to Acquire Windsurf

#391

Post by hn_throwaway_99 »

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.

This was my answer as well. And I think it just highlights all the serious dangers for the "API wrapper companies" compared to the foundation model companies.

User experience is definitely worth something, and I think Cursor had the first great code integration, but then there is very little stopping the foundation model companies from coming in and deciding they want to cut out the middleman if so desired.

Re: Cognition (Devin AI) to Acquire Windsurf

#392

Post by SJC_Hacker »

hn_throwaway_99 wrote: post #219
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.

"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…

> It also brought you Pets.com, Webvan, and the bajillion other companies chronicled in "Fucked Company".

The irony with Webvan, they had the right idea about 15 years too early. Now we have InstaCart, DoorDash, etc. You really needed the mobile revolution circa 2010 for it to work.

Pets.com is essentially Chewy (successful pet focused online retailer)

So, neither of those ideas were really terrible in the same vain as say Juicera, or outright frauds like Theranos. Overvalued and ill-timed, sure

Re: Cognition (Devin AI) to Acquire Windsurf

#393

Post by acdha »

infecto wrote: post #354
acdha wrote: post #349

Earlier quoted context omitted.

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…

How does that refute the statement you quoted? I said the vast majority of companies during the bubble had no business, were run on hype dollars and had insane P/E ratios. That supports a handful of companies making it through the bloodbath, but also a cherry picked examples that neither refutes my claim or supports yours.

You said “largely” and I think that’s painting with too broad a brush. The dotcom world included a bunch of companies which are still around (or were acquired later after surviving the collapse), and it wasn’t hard to tell who those were even at the time. There was a lot of lazy boosterism and criticism painting the whole field as the same, and that was a disservice to readers who could’ve used a more thoughtful triage approach. That’s especially the case for companies like Kozmo which actually had a popular idea and had the potential to be profitable (they were in most urban markets) but made the mistake of expanding too quickly or taking on more debt than they could service.

Re: Cognition (Devin AI) to Acquire Windsurf

#394

Post by freejazz »

infecto wrote: post #292
hn_throwaway_99 wrote: post #219

Earlier 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.

>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.

I'm an attorney that got pitched the leading legal AI service and it was nothing but junk... so I'm not sure why you think that's different from what's going on right now.

Re: Cognition (Devin AI) to Acquire Windsurf

#395

Post by bilater »

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 problem you don't know which innings we are on and it may very well be the 4th/5th. More often than not you lose more by not participating in the run up and waiting for the collapse. I'd rather ride the wave (as intelligently as I can) than be on the sidelines just so I can say I told ya so.

Re: Cognition (Devin AI) to Acquire Windsurf

#396

Post by mkozlows »

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 is weirdly bad, and all the alternatives are better. Sometimes people think "they have the same model, must be the same," but it's not.

Re: Cognition (Devin AI) to Acquire Windsurf

#397

Post by ewoodrich »

greggh wrote: post #389
ewoodrich wrote: post #283

Earlier quoted context omitted.

I use Roo Code (Cline fork) and spend roughly $15-30/mo by subscribing to Github Copilot Pro for $10/mo for unlimited use of GPT-4.1 via the VS Code LM API, and a handful of premium credits a month (I use Gemini 2.5 Pro for the most part). Once I max out the premium credits I pay-as-you-go for Gemini 2.5 Pro via OpenRouter, but always try to one shot with GPT 4.1 first for regular tasks, or if I am certain it's askin…

Looking at Cline, wondering what the real selling points for Roo Code are. Any chance you can say what exactly made you go with Roo Code instead of Cline?

Cline has two modes (Plan and Act) which work pretty well but Roo Code has 5 modes by default. (Code, Ask, Architect, Orchestrator, Debug) and it's designed so that users can add custom modes. e.g. I added a Code (simple) mode with instructions about the scale/complexity of tasks it can handle or decide to pass it to Code for a better model. I also changed the Architect mode to evaluate whether to redirect the user to Code or Code (simple) after generating a plan.

Roo Code just has a lot more config exposed to the user which I really appreciate. When I was using Cline I would run into minor irritating quirks that I wished I can change but couldn't vs. Roo where the odds are pretty good there are some knobs you could turn to modify that part of your workflow.

Re: Cognition (Devin AI) to Acquire Windsurf

#398

Post by closeparen »

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 should be an LSP integration that lets Cursor look up symbols and definitions the same way I do, instead of trying and failing to use grep / its fuzzy vector index thing!

Re: Cognition (Devin AI) to Acquire Windsurf

#399

Post by t0mas88 »

BiggerChungus wrote: post #147
_jab wrote: post #60

Let this be a learning lesson in judging these deals based on partial information. Kudos to the Google, Windsurf, and Cognition teams for keeping all of these deals under wraps until announcement (OpenAI could learn something...), but even so it's likely that we the public will never learn every detail of what transpired. I've seen a lot of harsh, misguided takes over the past few days, like that the Windsurf founder…

You're talking like the founders orchestrated this deal to cognition all along. that's absolutely not the case. they ejected and the remaining executive team dealt with the sale over the weekend.

I can't imagine this deal was done over just the weekend. It takes time to set this up, check the financials etc.

Re: Cognition (Devin AI) to Acquire Windsurf

#400

Post by arolihas »

bananapub wrote: post #356
lelanthran wrote: post #305

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.) 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 save…

that seems like a silly way to think about it. OP wanted a thing. in the past, they've been OK paying $10k for similar things. now they're paying $200/month + a bunch of their time wrangling it and they're also OK with that. seems reasonable to consider that "$10k of value" in very rough terms which is of course how all value is measured.

When people made studio ghibli versions of themselves for free, were they creating hundreds of dollars worth of value since that's how much it would've cost a freelancer to commission such a picture? I would say rather the value of the pictures themselves became very cheap.
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