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Cognition (Devin AI) to Acquire Windsurf

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Re: Cognition (Devin AI) to Acquire Windsurf

#431

Post by justinclift »

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…

We still use Windsurf at work, but I've cancelled my personal subscription as (frankly) the code which Claude Sonnet 3.7 (thinking) generates is just not good enough, and much of the time its analysis of issues is also not correct. :(

That being said _sometimes_ its analysis is actually correct, so it's not a total miss. Just not something I'm willing to pay for when Ollama and free models exist.

Re: Cognition (Devin AI) to Acquire Windsurf

#432

Post by infecto »

freejazz wrote: post #394
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.

>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.

Never heard Vincent to be leading in the legal space but I know vlex is more popular outside of the US so perhaps that’s why.

I am not sure why you would think your single anecdote is defensible or evidence to prove much. My perspective is valuations that are going on right now don’t have multiples that are that wild especially if we aren’t compare it to the com bubble.

Re: Cognition (Devin AI) to Acquire Windsurf

#433

Post by infecto »

acdha wrote: post #393
infecto wrote: post #354

Earlier quoted context omitted.

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 tria…

You’re sidestepping the core point. Of course some companies had fundamentals, even Kozmo had product market fit in a narrow sense. But the broader ecosystem was bloated with capital chasing flimsy ideas, and most dot-coms had no viable path to profit. That’s not “too broad a brush”, it’s backed by the collapse itself.

Kozmo is a great case study: decent demand, terrible unit economics, and zero pricing power. They didn’t just scale too fast, they scaled a structurally unprofitable model. There was no markup, thin margins, and they held inventory without enough throughput.

Many of these companies may fail but it’s a much different environment and the path to profitability is moving a lot quicker.

Re: Cognition (Devin AI) to Acquire Windsurf

#434

Post by leguy »

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…

>there are now better options.

Care to share your opinions on which options are better?

Re: Cognition (Devin AI) to Acquire Windsurf

#435

Post by AceJohnny2 »

fuzzieozzie wrote: post #412
SJC_Hacker wrote: post #392

Earlier quoted context omitted.

> 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…

Don't forget that Amazon's market cap was higher in 1999 than 2009!

What

March 1999: ~$27.7B

Jan 2009: ~$25B (back to $27.7B & rising by Feb)

Huh.

Re: Cognition (Devin AI) to Acquire Windsurf

#436

Post by meta_ai_x »

cakeface wrote: post #177
meta_ai_x wrote: post #120

Earlier quoted context omitted.

The dot-com was a bubble because investors pulled money and belief at the first sign of trouble. The landscape has changed dramatically now. Investors and VCs have learnt if we stick with winners and growth companies, the payoffs are massive. We also have more automatic, retail and foreign money flowing into the market. Buy the dip is a phenomenon that didn't exist at the scale it is now. Pre-2015 if Big Money pulled…

dot-com bubble companies were not good companies. They either built something that was not novel so it could be copied, or had insufficient value to monetize. We'll see the same with current AI. Similar to the invention of the web, AI is not a bubble. Real value has been created.

how so? Many internet companies that went bust like Webvan and Pets.com have successful equivalents in Instacart and Chewy?

I'm pretty sure many internet companies would be given a longer rope to survive now. E.g OpenAI and Anthropic will probably take years to get profitable but investors are OK with it

Re: Cognition (Devin AI) to Acquire Windsurf

#437

Post by lizardking »

danudey wrote: post #419
lizardking wrote: post #402

Earlier quoted context omitted.

Cursor isn't my preferred environment for development, but for me, it yields much better results than Copilot. Continue and Cline bugged out on me so badly, and so frequently, that I didn't find them worth using. YMMV

If you're interested, I recommend checking out Kiro from Amazon. Every time I've tried Copilot or Cursor, it's happily gone off and written or rewritten code into a state it seemed very proud of, and which didn't even work, let alone solve the problem I put to it. Meanwhile, Kiro: 1. Created a requirements document, with user stories and acceptance criteria, so that we could be on the same page about the goals 2. Onc…

What you are describing is effectively my work flow with any LLM tooling, it's just not formalized by the tooling itself. Sounds interesting, I will take it for a spin.

Re: Cognition (Devin AI) to Acquire Windsurf

#438

Post by freejazz »

infecto wrote: post #432
freejazz wrote: post #394

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. 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.

Never heard Vincent to be leading in the legal space but I know vlex is more popular outside of the US so perhaps that’s why. I am not sure why you would think your single anecdote is defensible or evidence to prove much. My perspective is valuations that are going on right now don’t have multiples that are that wild especially if we aren’t compare it to the com bubble.

>I am not sure why you would think your single anecdote is defensible or evidence to prove much.

Evidence? Prove? What are you talking about. This is just a discussion between people, not some courtroom melodrama you are making it out to be.

>My perspective is valuations that are going on right now don’t have multiples that are that wild especially if we aren’t compare it to the com bubble.

Okay, I could be equally rude to you, but I wont.

Re: Cognition (Devin AI) to Acquire Windsurf

#440

Post by pointmatic »

pointmatic wrote: post #439

Great news...saw Windsurf vibing on YC podcast several months ago...and it's my go-to now. Google Gemini Pro 2.5 works best for me (Python, C++, Fortran).

Just finished a weather analytics code translation test from Fortran to C++ and Python. It was simple temperature high/low averaging, so to amp up the processing, I worked with Gemini to add a Monte Carlo simulation for a 7-day weather forecast, and a 2D heat diffusion/advection physics model to calculate the temperatures across a NxN grid over T time divisions.
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