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Cognition (Devin AI) to Acquire Windsurf

(cognition.ai)
502 points alazsengul | 1 comments | 14 Jul 25 18:07 UTC | HN request time: 0.245s | 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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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.
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smith7018 ◴[14 Jul 25 20:37 UTC] No.44564959[source]▶
I hope both of you know that you're in the extreme minority, right?
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jarredkenny ◴[14 Jul 25 20:40 UTC] No.44564984[source]▶
A very productive minority.
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acmj ◴[14 Jul 25 21:46 UTC] No.44565715[source]▶
Are there studies to show those paying $200/month to openai/claude are more productive?
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1. grogenaut ◴[15 Jul 25 04:39 UTC] No.44567868[source]▶
I work at an Amazon subsidiary so I kinda have unlimited gpu budgets. I agree with siblings, I'm working on 5 side projects I have wanted to do as a framework lead for 7 years. I do them in my meetings. None of them are taking production traffic from customers, they're all nice to haves for developers. These tools have dropped the costs of building these tools massively. It's yet to be seen if they'll also make maintaining them the same, or spinning back up on them. But given AI built several of them in a few hours I'm less worried about that cost than I was a year ago (and not building them).