Cognition AI 12小时前
Cognition’s acquisition of Windsurf
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Cognition 宣布收购 agentic IDE Windsurf,此次收购包括 Windsurf 的知识产权、产品、商标、品牌以及强大的业务。更重要的是,Cognition 迎来了 Windsurf 的优秀团队。Windsurf 团队将继续运营,同时 Cognition 将专注于通过 Devin 加速工程。未来几个月,Cognition 将大力投资,将 Windsurf 的功能和独特 IP 整合到 Cognition 的产品中。此次收购将加速 Cognition 构建软件工程未来的使命。

🤝 收购内容:此次收购包括 Windsurf 的知识产权、产品、商标、品牌和业务,以及 Windsurf 的优秀团队。

🚀 整合计划:Windsurf 团队将继续运营,Cognition 将专注于将 Windsurf 的功能和 IP 整合到 Cognition 的产品中。

💰 交易细节:Windsurf 拥有 8200 万美元的 ARR(年度经常性收入),且季度环比翻番,用户群包括 350 多家企业客户和数十万日常活跃用户。所有 Windsurf 员工将参与此次交易,并获得相应的权益。

🌟 未来展望:通过此次收购,Cognition 旨在加速构建软件工程的未来,工程师将从“砌砖人”转变为“建筑师”,专注于系统设计的创造性工作。

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 modelsWindsurf'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-quarterA 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 deal100% of Windsurf employees will have vesting cliffs waived for their work to date100% 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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Cognition Windsurf 收购 软件工程
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