←back to thread

Cognition (Devin AI) to Acquire Windsurf

(cognition.ai)
502 points alazsengul | 2 comments | 14 Jul 25 18:07 UTC | HN request time: 0.455s | source
Show context
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.
replies(6): >>44564705 #>>44564802 #>>44564806 #>>44564808 #>>44564819 #>>44564831 #
1. UltraSane ◴[14 Jul 25 20:20 UTC] No.44564806[source]▶
This is true for LLMs themselves. If a new LLM is really better than all the other ones then it can be used to help improve other LLMs.
replies(1): >>44575106 #
2. SJC_Hacker ◴[15 Jul 25 19:48 UTC] No.44575106[source]▶
Is it? Last I checked when you trained an LLM on another's output, at best you got the same performance as the original, and it was more likely you significantly degraded usefulness. (I'm not talking about distillation, where that tradeoff is known in return for a smaller, more efficient parameter set)