Cognition用72小时拿下Windsurf，一年后收入翻近7倍、团队扩8倍，看看他们怎么用并购补齐短板整合产品。
Cognition在72小时内闪电收购Windsurf，弥补自身GTM短板并获取IDE入口。收购后一年，自研模型从SWE-1.5迭代至SWE-1.7，Devin从初级工程师升级为可调度其他Devin的中高级工程师。团队规模从44人扩张到350人，年化收入从7300万美元飙升至超过5亿美元。产品品牌统一为Devin Desktop，形成任意Agent+任意模型+任意终端的平台。
Cognition 收购 Windsurf 一周年？！ 时间过得真快，总觉得还是前几个月的事。这么说，WIndsurf 创始人加入 Google 也有一年了，可 Antigravity 好像真的没什...
Cognition 收购 Windsurf 一周年？！ 时间过得真快，总觉得还是前几个月的事。这么说，WIndsurf 创始人加入 Google 也有一年了，可 Antigravity 好像真的没什么声音了。。。 跑题了！看看 @ScottWu46 分享的 72 小时火速收购 Windsurf 的惊心动魄的过程，和收购后这一年都发什么什么变化，不得不说，判断力、执行力，太强！ 为什么收购？ Cognition 缺 GTM，Windsurf 缺工程组织；Cognition 做云端 Agent，Windsurf 做 IDE——双方短板与长板恰好对位，产品不重叠。72 小时签约的本质，是用并购一次性补齐"市场 + 本地开发入口"两块拼图，把分散的 AI 编程能力收拢为一个完整栈。 收购后一年的自研模型 + 品牌统一 + 商业跃迁 · 模型：SWE-1.5 → 1.7 自研迭代，主打高效与开放评测 · 产品：Devin 从初级工程师进化为可调度其他 Devin 的中高级工程师，并以 Devin Desktop 统一所有入口，形成"任意 Agent + 任意模型 + 任意终端"的平台 · 商业：团队 44 → 350 人，收入 run rate $73M → $500M +，进入政府、汽车等新行业，战略定位升级为"自动驾驶式软件开发" cognition.com/blog/one-year-… Scott Wu @ScottWu46 One year ago today, Cognition acquired Windsurf, capping off one of the crazier weekends in our company's history. The outline has been told many times: the first call on Friday evening, the rush through Saturday and Sunday to figure out the plan together, and then the signed agreement by Monday morning. On the Cognition side, we knew we had to move fast — Windsurf had millions of users, a brand developers loved, and a great team. We printed an LOI and headed to their offices on Saturday morning ready to sign on the spot. When we got in a room with Jeff and Graham, things clicked: they had built one of the best GTM orgs in Silicon Valley and needed engineering; we had the engineering org that needed GTM. They were building an IDE, we were building a cloud agent. Everything lined up. When we welcomed the team, we said “there's only one boat and we're all in it together.” Then we got to work. Three days after close, we shipped Wave 11: "Just Keep Shipping" – and that set the tone for everything to come. In the year since, we’ve launched our own models (including SWE1.7 just last week), Devin Review, Devin CLI, and unified everything into one brand with Devin Desktop. Along the way our team wrote 20M+ lines of code and grew revenue run rate from $73M to >$500M. Thankful for the last year and excited to keep building the future of software engineering together! 🔗 View Quoted Tweet 💬 3 🔄 1 ❤️ 3 👀 1652 📊 3 ⚡