Cognition (Devin AI) to Acquire Windsurf

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.

> 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.

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.

I hope both of you know that you're in the extreme minority, right?

A very productive minority.

Are there studies to show those paying $200/month to openai/claude are more productive?

Anecdotally, I can take on and complete the side projects I've always wanted to do but didn't due to the large amounts of yak shaving or unfamiliarity with parts of the stack. It's the difference between "hey wouldn't it be cool to have a Monte Carlo simulator for retirement planning with multidimensional search for the safe withdrawal rate depending on savings rate, age of retirement, and other assumptions" and doing it in an afternoon with some prompts.

For curiosity, how complex are these side projects? My experience is that Claude Code can absolutely nail simple apps. But as the complexity increases it seems to lose its ability to work through things without having to burn tokens on constantly reminding it of the patterns it needs to follow. At the very least it diminishes the enjoyment of it.