Cognition (Devin AI) to Acquire Windsurf

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.

> 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.

Or so you think..

[1] https://metr.org/blog/2025-07-10-early-2025-ai-experienced-o...

[2] https://futurism.com/companies-fixing-ai-replacement-mistake...

Your first link is (in my opinion) highly biased in the samples they choose, they hired maintainers from open-source repos (people with multi years of experience, on their specific repo).

So indeed, IF you are in that case: Many years on the same project with multiple years experience then it is not usefull, otherwise it might be. This means it might be usefull for junior and for experienced devs who are switching projects. It is a tool like any other, indeed if you have a workflow that you optimized through years of usage it won't help.