Cognition (Devin AI) to Acquire Windsurf

Summary

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 usersAbove 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 busi...