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Cognition (Devin AI) to Acquire Windsurf

(cognition.ai)
502 points alazsengul | 2 comments | 14 Jul 25 18:07 UTC | HN request time: 0.545s | source
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cheriot ◴[14 Jul 25 20:49 UTC] No.44565090[source]▶
Very curious how we'll look back on Google spending 2 billion dollars to "license IP" and hire a handful of people.

If there's 47m software engineers in the world, at $200/month, and 50% gross profit that's a $56 billion TAM. Not crazy to think it's more if we include the adjacent space of analyst roles that write software (sql, advanced excel, etc).

They'll have to crush it to make a $2 billion acquihire look reasonable, but it's possible.

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1. ivape ◴[15 Jul 25 02:49 UTC] No.44567417[source]▶
It’s more about not getting embarrassed ever again. The breakthrough papers for LLMs came from Google, but not the product. This was embarrassing. Even if you have to spend double on everything from now on you do it, because Google effectively got sucker punched by ChatGPT.
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2. whamlastxmas ◴[15 Jul 25 04:29 UTC] No.44567832[source]▶
It’s sad that the organizational failures that led to that embarrassment will definitely not change. Too much eagerness for subjugation