←back to thread

Cognition (Devin AI) to Acquire Windsurf

(cognition.ai)
502 points alazsengul | 1 comments | 14 Jul 25 18:07 UTC | HN request time: 0s | 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. swyx ◴[14 Jul 25 20:23 UTC] No.44564831[source]▶
i advise you to not take marketing lines too literally and be so casually dismissive as a result. you will miss a lot of good investments and startups this way and (worse) be lulled into a false sense of comfort and security.