If it was actually working for anyone, then they would be selling software engineering time at the same but slightly cheaper price as existing software engineering time costs today so they could capture those sweet margins.
This is a company spending investor money selling pickaxe hand grips during a gold rush.
For real evidence, look for companies selling engineering time much greater than the amount of their total engineer count who have good customer retention across projects.
It's hilarious. If Devin were any good, they wouldn't be selling access to it to random SWEs, they would be replacing Microsoft, Apple, Google, etc for that sweet sweet trillions of dollars!
Where's the app they built in an afternoon using Devin? Where's the software product that Devin actually built a month ago and was being used by thousands of people?
Their actual business seems to be closer to "Lets milk some of that sweet sweet high income from SWEs with FOMO about AI"
This is a company spending investor money selling pickaxe hand grips during a gold rush.
For real evidence, look for companies selling engineering time much greater than the amount of their total engineer count who have good customer retention across projects.