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谷歌挖人,Cognition收产品:Windsurf被“一拆二卖”
3 6 Ke·2025-07-15 10:38

Core Insights - Cognition has officially signed an agreement to acquire AI programming company Windsurf, known for its integrated development environment (IDE) [2] - The acquisition aims to integrate Cognition's AI engineer Devin with Windsurf's IDE to enhance developer workflows [2][8] - Windsurf continues to experience significant growth, with quarterly revenue doubling and hundreds of thousands of daily active users [4] Acquisition Details - The financial terms of the acquisition remain undisclosed, and Cognition will gain Windsurf's core products, brand, and remaining team [2] - Prior to the acquisition, Windsurf's CEO and co-founders joined Google through a $2.4 billion technology and licensing deal, which did not include equity investment in Windsurf [5] - Google has hired key members of Windsurf's team, while Windsurf will continue to operate independently under Jeff Wang's leadership [5][9] Strategic Implications - The acquisition is seen as a strategic move to enhance product offerings and market reach, with a focus on automating repetitive tasks while allowing developers to maintain control over core decisions [8] - The integrated platform will compete directly with AI programming platforms like GitHub Copilot, Replit, and Cursor, as well as Google's Gemini and Microsoft's VS Code [8][9] - Cognition's revenue growth has surpassed that of Windsurf, supported by $300 million in funding and a valuation of $4 billion, indicating strong financial backing for future developments [10]