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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: 0.208s | 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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spongebobstoes ◴[14 Jul 25 22:14 UTC] No.44565921[source]▶
that's not the market they're thinking of, they're thinking of the total amount of money spent on developers per year, globally, and capturing a percentage of that
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1. citizenpaul ◴[15 Jul 25 05:02 UTC] No.44567958[source]▶
They are doing what they've always done skirting the edges of antitrust laws by buying up competitors before they become competitors so that they can shut them down.