认知对帆板的收购
Cognition (Devin AI) to Acquire Windsurf

原始链接: https://cognition.ai/blog/windsurf

认知正在收购Windsurf,这是一种代理IDE,它带来了其IP,产品,品牌和重要业务,包括8200万美元的ARR和大型用户群,在认知伞下。至关重要的是,这次收购欢迎Windsurf的才华横溢的团队,增强了认知的使命,即建立软件工程的未来。 风流团队最初将像往常一样继续运营,而认知则重点是将Windsurf的能力整合到自己的产品中,尤其是Devin。此次收购旨在通过将Devin与Windsurf的IDE和上市战略相结合来加速采用Devin。 重要的是,该交易优先考虑风浪冲浪员工:100%将在财务上参与,放弃归属悬崖并获得完全加速的归属。认知强调以统一的统一性,公平和尊重来对待所有员工。此次收购标志着迈向授权工程师专注于系统设计和创造力而不是手动任务的重要一步。

在Google与Windsurf达成了单独的许可协议之后,黑客新闻线程讨论了认知(Devin AI)对Windsurf的收购。用户辩论这是否表示AI泡沫,与Dot-Com时代的相似之处,将像Amazon这样的幸存者与Pets.com之类的失败进行了对比。 评论者讨论了Cursor与Claude之类的API等公司的价值主张,突出了生产力的提高以及开源替代方案的潜力。一些用户使用Claude Code和Github Copilot报告,详细介绍了他们的工作流程和经验。人们对AI公司的长期盈利能力和防御性提出了担忧,围绕定价,市场饱和以及公司是否真正属于黑人的问题。一些用户对收购价值表示怀疑,并指出了对Google的关键人才出埃及。该线程总结了对这些交易中员工剥削的可能性的担忧。
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原文

We’re excited to share that Cognition has signed a definitive agreement to acquire Windsurf, the agentic IDE.

The acquisition includes Windsurf’s IP, product, trademark and brand, and strong business. Above all, it includes Windsurf’s world-class people, some of the best talent in our industry, whom we’re privileged to welcome to our team.

In the immediate term, the Windsurf team will continue to operate as they have been, and we will remain focused on our work of accelerating your engineering with Devin. Over the coming months, we’ll be investing heavily in integrating Windsurf’s capabilities and unique IP into Cognition’s products.

With this deal, we’re doubling down on our mission of building the future of software engineering.

Below is the note I sent to the Cognition team this morning:

Team,

As discussed during our all-hands, we are acquiring Windsurf. We have now signed a definitive agreement and we couldn’t be more excited. Here’s a recap and, again, this information is highly confidential until 11am PT, after Windsurf’s all-hands. The Windsurf team deserves to hear this from Jeff and me in the right way, so please keep everything quiet in the interim out of respect for our new colleagues.

So, what exactly is the deal? With this acquisition, Cognition will own Windsurf’s beloved product and strong business:

  • The Windsurf IDE, now with full access to the latest Claude models
  • Windsurf's IP, including their trademark and the strong brand they have built
  • $82M of ARR and a fast-growing business, with enterprise ARR doubling quarter-over-quarter
  • A user base that includes 350+ enterprise customers and hundreds of thousands of daily active users

Above all, we are welcoming some of the most impressive people in our industry, including world-class GTM, engineering, and product teams.

We’ve long admired the Windsurf team and what they’ve built. One of my top priorities in structuring this deal was to honor their talent, hard work, and accomplishments in making Windsurf the great business it is today.

To that end, Jeff and I worked together to ensure that every single employee is treated with respect and well taken care of in this transaction. Specifically:

  • 100% of Windsurf employees will participate financially in this deal
  • 100% of Windsurf employees will have vesting cliffs waived for their work to date
  • 100% of Windsurf employees will receive fully accelerated vesting for their work to date

Every new employee of Cognition will be treated the same way as existing employees: with transparency, fairness, and deep respect for their abilities and value. After today, our efforts will be as a united and aligned team. There’s only one boat and we’re all in it together.

What this means for Cognition is that we’ll be able to move even faster on our mission of building the future of software engineering. As you all know, we’ve had strong momentum and adoption over the last few months. For many enterprise engineering teams, Devin is already a top contributor. As our customer base continues to grow, it’s clear that combining the rapid adoption of Devin as the leading fully autonomous agent with Windsurf’s IDE product and scaled GTM machine will be a massive unlock.

There’s never been a more exciting time to build. Within our lifetime, engineers will go from bricklayers to architects, focusing on the creativity of designing systems rather than the manual labor of putting them together.

It’s a privilege to be in this position, and it’s your hard work that has brought us here. There’s much more to do ahead, and the work won’t be easy, but today is a huge win for all of us in the positive-sum game we’re playing. Thank you for being on this journey together. Now let’s get ready to give our new colleagues a warm welcome.

Scott

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