Windsurf's New Chapter

Cognition, a San Francisco–based AI company, has finalised an agreement to acquire Windsurf, including its IP, product, trademark, and remaining workforce:
We’re delighted to share that Windsurf is being acquired by Cognition. Our world-class team will be joining forces with the iconic company that created Devin, the world’s first autonomous software engineering agent. Our users and customers will remain in steady hands and enjoy better product innovation than ever. And finally, Windsurf’s unique IP will also become integrated into Cognition, helping the joint team continue to push the frontier of AI coding capabilities.
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This is the note Jeff, CEO of Windsurf, shared with the team:
Team,
First, I want to acknowledge that it’s been a really volatile time at Windsurf. Last week, we lost our founders and our research team. I want to thank you all for being professional in how you have navigated this, because I know it wasn’t easy.
Despite the turbulence, so much of what makes us great is intact. Our momentum is insane, we are doubling our enterprise revenue every quarter, we are creating some of the best channels with Partners and Federal, and we have hundreds of thousands of daily active users.
Today I’m absolutely delighted to share with you that Windsurf is being acquired by Cognition. Our world-class team will be joining forces with the iconic company that created Devin, the first autonomous software engineer. Our customers, as well as our robust pipeline, will remain in steady hands and enjoy better product innovation than ever. And finally, Windsurf’s unique IP will also become integrated into Cognition, helping the joint team continue to push the frontier of AI coding capabilities.
While our options were excellent (again, thanks to your talent and hard work in getting us to this point), Scott and his team were the obvious right choice for us. As you may have heard me (only half jokingly) say before, they were the only team we were scared of. Among all the teams in the AI space, Cognition was literally the one we have respected the most, and they are a perfect fit to bring Windsurf to the next phase.
Cognition is the leading applied AI company, and its flagship agent Devin is already deployed in production-grade codebases at some of the world’s largest companies. Their revenue growth is extraordinary: even faster than our own breakneck pace. Cognition has raised over 300M from Founders Fund and others, and was most recently valued 4B, with a strong balance sheet and even stronger customer book and pipeline.
This combined with last week's news about the OpenAI deal being called off and the exit of their former CEO and other founding members for Google just leaves you wondering how long Windsurf has left to live doesn't it?