Most active commenters

    ←back to thread

    Cognition (Devin AI) to Acquire Windsurf

    (cognition.ai)
    502 points alazsengul | 11 comments | 14 Jul 25 18:07 UTC | HN request time: 1.154s | source | bottom
    Show context
    pm90 ◴[14 Jul 25 19:38 UTC] No.44564397[source]▶
    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.
    replies(13): >>44564436 #>>44564444 #>>44564507 #>>44564837 #>>44564856 #>>44564871 #>>44565061 #>>44566422 #>>44568840 #>>44570092 #>>44570792 #>>44571345 #>>44572790 #
    meta_ai_x ◴[14 Jul 25 19:50 UTC] No.44564507[source]▶
    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 out, the market was guaranteed to fail, but now retailers sometimes have longer views and belief (on people like Musk, Altman) than institutions and they continue to prop it.

    So, it's foolish to apply 2000 parallels to now. Yes, history repeats, but doesn't with the exact time or price points

    replies(5): >>44564523 #>>44564640 #>>44564780 #>>44564981 #>>44565632 #
    1. asadotzler ◴[14 Jul 25 20:05 UTC] No.44564640[source]▶
    It is foolish to compare to the dot com boom and bust. At least when that bubble burst we still had the global broadband internet that it built. When this bubble bursts, we'll have next to nothing to show for it.
    replies(3): >>44564691 #>>44564729 #>>44564868 #
    2. sealeck ◴[14 Jul 25 20:10 UTC] No.44564691[source]▶
    We will have a mountain of GPUs!
    3. ghc ◴[14 Jul 25 20:14 UTC] No.44564729[source]▶
    Nothing except massive data centers full of GPU compute resources paid for by VC money. Wait, that's actually pretty similar...
    replies(2): >>44564809 #>>44564834 #
    4. fnord77 ◴[14 Jul 25 20:20 UTC] No.44564809[source]▶
    gpus go obsolete faster than fiber backbone equipment
    replies(1): >>44570687 #
    5. threetonesun ◴[14 Jul 25 20:23 UTC] No.44564834[source]▶
    I'm starting to think that making a bunch of tech companies the most valuable companies on Earth, and tying their value to everyone's ability to retire so the number must always go up was perhaps not the wisest thing to have done.
    replies(1): >>44565629 #
    6. silentsea90 ◴[14 Jul 25 20:26 UTC] No.44564868[source]▶
    We have AI, a marvel that might change the arc of humanity and an epoch in our timeline. Fire, wheel etc. and AI.
    replies(1): >>44565030 #
    7. namesbc ◴[14 Jul 25 20:45 UTC] No.44565030[source]▶
    I'll choose the wheel over using a country's worth of electricity to parrot unusable AI slop to gullible fools.
    replies(1): >>44565736 #
    8. rightbyte ◴[14 Jul 25 21:35 UTC] No.44565629{3}[source]▶
    They could close shop and you could print the money and give to the retirements fonds and everyone would be better off. Maybe Apple would be missed.
    9. silentsea90 ◴[14 Jul 25 21:49 UTC] No.44565736{3}[source]▶
    Is AI not useful to you? I've sped up my SWE work significantly (10x). Not sure why the cynicism.
    replies(1): >>44574832 #
    10. ghc ◴[15 Jul 25 13:01 UTC] No.44570687{3}[source]▶
    Do they? I figured each speed increase requires new optical equipment, but I guess I was just making assumptions.
    11. SJC_Hacker ◴[15 Jul 25 19:18 UTC] No.44574832{4}[source]▶
    If you're just talking about SWE work, thats only one segment of an economy and is the "virtual world". But humans have to live in the real world.

    I believe the true revolution is going to be when AI can start living / interacting with the physical world. Driverless cars might be the start here.