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Cognition (Devin AI) to Acquire Windsurf

(cognition.ai)
502 points alazsengul | 1 comments | 14 Jul 25 18:07 UTC | HN request time: 0.211s | source
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rwyinuse ◴[14 Jul 25 20:02 UTC] No.44564598[source]▶
I don't see a justification for high valuations of companies that aim to build an "AI Software engineer". If something like Devin really succeeds, then anyone can use their product to simply build their own competing AI engineer. There's no moat, it's just another LLM wrapper SaaS.
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1. adamoshadjivas ◴[14 Jul 25 20:20 UTC] No.44564802[source]▶
I don't see this. The ai software engineer that succeeds, maybe it's because of a mixture of very complicated architecture derived from novel research etc. You can't replicate that with just hiring more human engineers, it takes time and effort and elite hiring. Plus enterprise support etc.

Devin etc will give you let's say 10x more engineering power, but not necessarily elite one.