←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: 1.242s | 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 #
hugs ◴[14 Jul 25 20:45 UTC] No.44565035[source]▶
I'm easily getting $10K/month of value from my Anthropic subscription. (Rough estimate of how much I would have paid someone else to create the things I've (co)created with Claude Code so far.) If this is a bubble, I just hope I can finish all the projects I want to finish before it pops (or before they raise their prices to $9K/month because they read this comment.)
replies(3): >>44565123 #>>44565591 #>>44569434 #
bakugo ◴[14 Jul 25 21:31 UTC] No.44565591[source]▶
> I'm easily getting $10K/month of value from my Anthropic subscription.

Are those things created by Claude actually making you that much in real money every month? Because the amount of money it would cost to pay someone to create something, and the value that something brings to you once it's made are largely unrelated.

replies(1): >>44565719 #
hugs ◴[14 Jul 25 21:47 UTC] No.44565719[source]▶
They are tools I want/need for my business (like creating software libraries for various things). My $10K number is how much I would have paid a contractor in the past to code it for me.
replies(1): >>44567536 #
lelanthran ◴[15 Jul 25 03:12 UTC] No.44567536[source]▶
> I'm easily getting $10K/month of value from my Anthropic subscription. (Rough estimate of how much I would have paid someone else to create the things I've (co)created with Claude Code so far.)

I know it's hard to place a value on how much a utility saves a business, but honestly this math is like the piracy math and we didn't buy it back then either.

Some teenager downloading 20k songs does not mean that they saved $20k[1], nor does it mean that the record labels lost $20k.

In your case, the relevant question is "how much did your revenue increase by after you started 10x your utility code?"

[1] Assuming the songs are sold on the market for $1 each.

replies(1): >>44570577 #
bananapub ◴[15 Jul 25 12:47 UTC] No.44570577[source]▶
that seems like a silly way to think about it.

OP wanted a thing. in the past, they've been OK paying $10k for similar things. now they're paying $200/month + a bunch of their time wrangling it and they're also OK with that.

seems reasonable to consider that "$10k of value" in very rough terms which is of course how all value is measured.

replies(2): >>44571632 #>>44573776 #
1. arolihas ◴[15 Jul 25 17:37 UTC] No.44573776[source]▶
When people made studio ghibli versions of themselves for free, were they creating hundreds of dollars worth of value since that's how much it would've cost a freelancer to commission such a picture? I would say rather the value of the pictures themselves became very cheap.