Cognition 购并 Windsurf

发布时间：2025-07-15 12:23:11 | 责任编辑：字母汇 | 浏览量：16 次

Cognition 购并 Windsurf

我们很高兴地宣布，Cognition 已签署最终协议，收购代理 IDE Windsurf。

此次收购涵盖Windsurf的知识产权、产品、商标和品牌，以及强劲的业务。最重要的是，收购涵盖了Windsurf的世界级人才，他们是我们行业中的佼佼者，我们非常荣幸地欢迎他们加入我们的团队。

短期内，Windsurf 团队将继续保持现有运营，我们将继续专注于与 Devin 携手加速您的工程开发。未来几个月，我们将大力投资，将 Windsurf 的功能和独特 IP 集成到 Cognition 的产品中。

通过这笔交易，我们将加倍致力于构建软件工程的未来。

以下是我今天早上发给认知团队的说明：

团队，

正如我们在全体会议上讨论的那样，我们正在收购Windsurf。我们现在已经签署了最终协议，我们对此兴奋不已。以下是简要回顾，再次声明，此信息将高度保密，直至太平洋时间上午11点Windsurf全体会议结束后。Windsurf团队应该以正确的方式从Jeff和我那里了解此事，因此出于对我们新同事的尊重，请在此期间保持沉默。

那么，这笔交易到底是怎么回事呢？通过此次收购，Cognition 将拥有 Windsurf 备受青睐的产品和强大的业务：

• Windsurf IDE 现已全面支持最新的 Claude 模型
• Windsurf 的知识产权，包括其商标和他们打造的强大品牌
• 8200 万美元的 ARR 和快速增长的业务，企业 ARR 环比翻番
• 用户群包括 350 多家企业客户和数十万每日活跃用户

最重要的是，我们欢迎业内一些最令人印象深刻的人才，包括世界一流的 GTM、工程和产品团队。

我们一直钦佩Windsurf团队及其所取得的成就。在构建这笔交易时，我的首要任务之一就是表彰他们的才华、辛勤工作和成就，正是这些成就，才成就了Windsurf如今的辉煌。

为此，我和 Jeff 共同努力，确保每一位员工在此次交易中都能得到尊重和妥善照顾。具体来说：

• Windsurf 全体员工将以财务形式参与此次交易
• 100% 的 Windsurf 员工将免除迄今为止的工作
• Windsurf 100% 的员工将获得迄今为止工作的全部加速归属

Cognition 的每一位新员工都将享受与现有员工同等的待遇：透明、公平，并充分尊重他们的能力和价值。从今天开始，我们将以一个团结一致的团队共同努力。我们同舟共济，共克时艰。

对 Cognition 来说，这意味着我们将能够更快地推进构建软件工程未来的使命。众所周知，过去几个月我们发展势头强劲，应用范围不断扩大。对于许多企业工程团队来说，Devin 已经是顶尖的贡献者。随着我们客户群的不断增长，Devin 作为领先的完全自主代理的快速应用，与 Windsurf 的 IDE 产品和可扩展的 GTM 机器相结合，显然将带来巨大的变革。

现在是建筑领域最激动人心的时代。在我们有生之年，工程师将从泥瓦匠转型为建筑师，专注于设计系统的创造力，而不是组装系统的体力劳动。

我很荣幸能担任这个职位，正是你们的辛勤工作才让我们走到今天。未来还有很多工作要做，工作起来并不容易，但今天对于我们所有人来说，都是这场正和博弈中巨大的胜利。感谢你们一路同行。现在，让我们准备好热烈欢迎我们的新同事。

斯科特

Cognition’s acquisition of Windsurf

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 models
• Windsurf'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-quarter
• A user base that includes 350+ enterprise customers and hundreds of thousands of daily active users

Above 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 business it is today.

To that end, Jeff and I worked together to ensure that every single employee is treated with respect and well taken care of in this transaction. Specifically:

• 100% of Windsurf employees will participate financially in this deal
• 100% of Windsurf employees will have vesting cliffs waived for their work to date
• 100% of Windsurf employees will receive fully accelerated vesting for their work to date

Every new employee of Cognition will be treated the same way as existing employees: with transparency, fairness, and deep respect for their abilities and value. After today, our efforts will be as a united and aligned team. There’s only one boat and we’re all in it together.

What this means for Cognition is that we’ll be able to move even faster on our mission of building the future of software engineering. As you all know, we’ve had strong momentum and adoption over the last few months. For many enterprise engineering teams, Devin is already a top contributor. 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 IDE product and scaled GTM machine will be a massive unlock.

There’s never been a more exciting time to build. Within our lifetime, engineers will go from bricklayers to architects, focusing on the creativity of designing systems rather than the manual labor of putting them together.

It’s a privilege to be in this position, and it’s your hard work that has brought us here. There’s much more to do ahead, and the work won’t be easy, but today is a huge win for all of us in the positive-sum game we’re playing. Thank you for being on this journey together. Now let’s get ready to give our new colleagues a warm welcome.

Scott