Live data from Hacker News

Cognition (Devin AI) to Acquire Windsurf

cognition.ai

41–50 of 447 posts

Re: Cognition (Devin AI) to Acquire Windsurf

#41
post #36
post #27

> 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

I'm not so sure. No telling what the purchase price was.

Or how much of it is in Cognition stock.

Re: Cognition (Devin AI) to Acquire Windsurf

#43
post #8

I was a bit confused as to what "Cognition" was, but they're the makers of Devin (edit: that just got added to the title, for reference), so that makes sense. Just buying the competition, the only surprise is they had more money to spend than the big ones.

“Had more money to spend” => it could be a little money and a large amount of stock.

Had it been the reverse, they would have announced the purchase price.

Re: Cognition (Devin AI) to Acquire Windsurf

#44
post #35
post #28

Earlier quoted context omitted.

> crazy valuations I haven't seen anything to indicate what was paid for what's left of Windsurf.

I was also referring to the $2.5B Google paid. I can’t imagine what could possibly be the value they’re hoping to get

I'd love to learn more about that arrangement. Maybe Google's terms indicated that the "licensing fees" portion of "$2.4 billion in licensing fees and for compensation" are void if Windsurf gets acquired.

Re: Cognition (Devin AI) to Acquire Windsurf

#47

What's left ???.

The company was intact after key employees moved to Alphabet, and importantly there was a service contract to use Windsurf, so apparently Google will be paying Cognition, ultimately, now.

> there was a service contract to use Windsurf

I wonder what the terms were there. Hard for me to imagine why Google would've included that in the deal.

Re: Cognition (Devin AI) to Acquire Windsurf

#48
post #22
post #3

Is 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?

I suspect it is more a "licence" for the things in the staff's heads for those who were poached.

Re: Cognition (Devin AI) to Acquire Windsurf

#49
Recent and related:

OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google - https://news.ycombinator.com/item?id=44536988 - July 2025 (679 comments))

Attended Windsurf's Build Night 18 hours before founders joined Google DeepMind - https://news.ycombinator.com/item?id=44539884 - July 2025 (1 comment)

Post reply on HN