(cognition.ai)

502 points alazsengul | 1 comments | 14 Jul 25 18:07 UTC | HN request time: 0s | 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. taejavu ◴[14 Jul 25 20:22 UTC] No.44564819[source]▶

>>44564598 #

There are any number of tools that already make that promise. Turns out it’s still hard to complete projects and bring them to market.

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Cognition (Devin AI) to Acquire Windsurf