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Cognition (Devin AI) to Acquire Windsurf

(cognition.ai)
502 points alazsengul | 3 comments | 14 Jul 25 18:07 UTC | HN request time: 0.681s | source
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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.
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nikcub ◴[14 Jul 25 20:26 UTC] No.44564871[source]▶
> divorced from any kind of fundamentals

Anthropic ARR went $1B -> $4B in the first half of this year. They're getting my $200 a month and it's easily the best money I spend. There's definitely something there.

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1. Keyframe ◴[14 Jul 25 21:16 UTC] No.44565422[source]▶
For sure, but then again - Nvidia $4T?! I can't shake the feeling though that with Nvidia we're looking at another Sun type of situation from _the bubble_. Remember the dot in dot com?
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2. mark_l_watson ◴[15 Jul 25 13:34 UTC] No.44571002[source]▶
NVidia is being propped up by the US government. Huawei’s new chips are lower tech but would probably hit a good ‘practical sweet spot’ for AI data centers in many countries around the world but our current administration is threatening economic violence against any countries who choose to use more cost effective Huawei AI chips.

I don’t want to descend into talking politics, but I want to say that geopolitics, the rising geopolitical ‘south’, etc., is fascinating stuff - much more interesting and entertaining than anything fictional on Netflicks or HBO!

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3. SJC_Hacker ◴[15 Jul 25 19:08 UTC] No.44574740[source]▶
Then why didn't DeepSeek use the Huawei chips, and as opposed to the H800s ?