←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: 0.353s | source
Show context
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.
replies(13): >>44564436 #>>44564444 #>>44564507 #>>44564837 #>>44564856 #>>44564871 #>>44565061 #>>44566422 #>>44568840 #>>44570092 #>>44570792 #>>44571345 #>>44572790 #
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.

replies(22): >>44564952 #>>44564962 #>>44565035 #>>44565278 #>>44565374 #>>44565387 #>>44565422 #>>44565447 #>>44565517 #>>44565637 #>>44565761 #>>44565844 #>>44566449 #>>44567425 #>>44568353 #>>44569351 #>>44569976 #>>44570595 #>>44571349 #>>44572134 #>>44575913 #>>44579934 #
benjaminwootton ◴[14 Jul 25 20:36 UTC] No.44564952[source]▶
I’ve always dwelled over $5 a month subscriptions for iPhone apps due to subscription fatigue. I find myself signing up for $200 AI subscriptions without a moments hesitation.
replies(4): >>44564959 #>>44565436 #>>44565470 #>>44566163 #
smith7018 ◴[14 Jul 25 20:37 UTC] No.44564959[source]▶
I hope both of you know that you're in the extreme minority, right?
replies(4): >>44564984 #>>44565017 #>>44565258 #>>44565386 #
christina97 ◴[14 Jul 25 20:43 UTC] No.44565017[source]▶
The point is that if a minority is prepared to pay $200 per month, then what is the majority prepared to pay? I also don’t think this is such an extreme priority, I also know multiple people in real life with these kinds of selections.
replies(1): >>44565072 #
jrflowers ◴[14 Jul 25 20:48 UTC] No.44565072[source]▶
>if a minority is prepared to pay $200 per month, then what is the majority prepared to pay?

Nothing. Most people will not pay for a chat bot unless forced to by cramming it into software that they already have to use

replies(2): >>44565411 #>>44565592 #
swat535 ◴[14 Jul 25 21:31 UTC] No.44565592[source]▶
Forget chat bots, most people will not pay for Software, period.

This is _especially_ true for developers in general, which is very ironic considering how our livelihood is dependent on Software.

replies(3): >>44565915 #>>44566623 #>>44574672 #
1. oytis ◴[14 Jul 25 22:13 UTC] No.44565915[source]▶
Yeah, cause we want to be in control of software, understandably. It's hard to charge for software users have full control of - except for donations. That's #1 reason for me to not use any gen AI at the moment - I'm keeping an eye on when (if) open-weight models become useful on consumer hardware though.