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VC Funds for RIAs @AaronGDillon on x 1633 followers
Created: 2025-07-23 20:00:28 UTC
Cognition Acquires Windsurf with $82M ARR | Download full report = • Cognition ($4B primary March 2025, $196M funding) buys Windsurf IP/200+ staff post-Google $2.4B acquihire/OpenAI $3B bid • Windsurf $82M ARR July 2025 (from $100M April/$40M prior); enterprise 2x QoQ, XXX clients, 1.3M paid users • Integrates Devin (13.86% GitHub fixes vs XXXX% peers); strengthens AI code market • Vs Cursor ($500M ARR, $9B val), Copilot (45% share, 1.3M users); AI to XX% coding by 2026
XXX engagements
