Pioneered the async autonomous coding agent category. $10.2B valuation, ~$900M total funding, $150M+ ARR (incl. Windsurf). Enterprise customers: Goldman Sachs, Santander, Nubank. Independent eval (Answer.AI): 15% success on complex tasks.
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Devin 2.2 enters coding-clis at #9
SaaS autonomous agent with 67% PR merge rate (up from 34% YoY), GUI computer use, and Devin Review self-QA. Different workflow (web dashboard + Slack) but addresses the same problem space. · 2026-03-25
Where it wins
$10.2B valuation, ~$900M total funding — highest-funded in category
$150M+ combined ARR (incl. Windsurf acquisition)
Enterprise customers: Goldman Sachs, Santander, Nubank
67% PR merge rate on well-defined tasks
530 HN pts on launch + 502 pts on Windsurf acquisition — high engagement
Where to be skeptical
No public benchmark scores — red flag for transparency
Answer.AI independent eval: 15% success rate (3/20 tasks) — only rigorous independent test
HN sentiment predominantly skeptical ('overhyped,' 'demo-driven')
Windsurf acquisition caused customer exodus (pricing changes, trust erosion)
ACU pricing model is opaque and potentially expensive
96% price cut ($500→$20) signals massive competitive pressure
Editorial verdict
Highest-funded pure-play, but the gap between self-reported (67% merge rate) and independent results (15% success) is the defining data point. Business metrics are strong; product evidence on complex tasks is weak.
Videos
Reviews, tutorials, and comparisons from the community.
Devin AI Explained for Beginners (AI Coding Assistant for Software Engineers)
Devin 2.0: First-Ever AI Software Engineer IS TRULY INSANE! (Devin IDE, CLI Coder, & More!)
I Tried Devin (AI Software Engineer) — Full Review vs Cursor & Copilot
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Public evidence
14 failures, 3 successes, 3 inconclusive across 20 tasks. 'Tasks it can do are so small and well-defined that I may as well do them myself.'
Highest-valued player in the autonomous coding category. Windsurf acquisition adds IDE and 350+ enterprise customers.
$150M+ estimated ARR including Windsurf's $82M ARR. Goldman Sachs piloting 'hundreds to thousands of Devins.'
67% PR merge rate on well-defined tasks. Contradicted by Answer.AI's 15% on complex tasks. Gap suggests capability limited to narrow, well-scoped work.
Core $20/mo (~9 ACUs at $2.25/ACU), Teams $500/mo (250 ACUs at $2.00/ACU). The old $500/mo was untenable against Claude Code and Cursor. Largest price cut in the category.
Raw GitHub source
GitHub README could not be fetched right now.