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Cognition, maker of the AI coding agent Devin, acquires Windsurf

  • Cognition, known for AI coding agent Devin, has acquired AI coding startup Windsurf following Google's hire of Windsurf's CEO and leaders.
  • Windsurf's business around AI-powered integrated development environments (IDEs) attracted significant attention, with Cursor's ARR reaching $500 million and Windsurf displaying impressive growth.
  • Cognition acquired Windsurf's IP and product, with Windsurf reaching $82 million in ARR, having a sizable user base, and will integrate Windsurf's capabilities.
  • Cognition aims to combine Windsurf's talent and IP to compete in the AI coding market with giants like OpenAI and Cursor, building on its existing AI coding agent, Devin.

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