Cognition AI buys rest of Windsurf after Google deal

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  • Days after Google (NASDAQ:GOOG) brokered a $2.4B deal to license AI technology from Windsurf as well as hiring away the latter’s top talent, AI lab Cognition Labs is acquiring Windsurf.
  • Cognition gains Windsurf’s IP, product, trademark and brand in the deal. Financial terms were not disclosed.
  • According to a blog post from Cognition CEO Scott Wu, Windsurf has $82M of annual recurring revenue and enterprise ARR doubling quarter-over-quarter. It also has a user base of more than 350 enterprise customers.
  • “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 [Integrated Development Environment] product and scaled [Go-to-Market] machine will be a massive unlock,” Wu wrote.
  • Cognition is known for Devin AI, considered the first autonomous software engineer.
  • In a post on X, Windsurf CEO Jeff Wang wrote, “Windsurf built the leading in-IDE agentic experience, and Cognition pioneered the leading autonomous coding agent. Together, we’re going to redefine the future of software development.”

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