Cognition

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• bullish assessment Delian Asparouhov

  with something like Devon, that, you know, sort of moat in the subways, there has been the sort of team and, you know, product they've been able to build before they'd really raised anything, right? Like, you know, that is just a fundamentally different group of, you know, sort of thinkers, you know, I know Scott Neil Wu, you know, sort of decently, you know, well, I was, you know, in audience when they were in seventh and eighth grade, you know, you know, winning math counts in front of everybo

• bullish assessment Delian Asparouhov

  the second investment after that is cognition labs with, you know, Devon, the, you know, basically only, you know, sort of truly functional AI agent, you know, to, you know, replace software engineers.

• neutral fact_claim Unattributed

  we've seen players like cognition codium all hands come about

• bullish endorsement Unattributed

  if people offer you money at a great valuation as an entrepreneur you take it as long as it doesn't come with non-traditional terms okay if it's clean terms and you're a good steward of capital and somebody wants to dump a bag on you you take the bag

• bullish endorsement David Friedberg

  make hay while the sun shines

• bearish criticism Unattributed

  i'm just confused why why why do they need this much money because cognition raised a half billion i think last year so yeah it's just i'm just confused why why why do they need this much money

• bullish assessment Unattributed

  i think these two rounds into two less brand name companies bringing together a billion dollars in capital shows that the ai push is not slowing down

• neutral fact_claim Unattributed

  cognition which bought windsurf recall that after the windsurf google deal happened there was a company left remaining they picked it up they just raised 500 million dollars

• mixed assessment David Sacks

  in the example that you gave, Jason, this new product was only at 13%. So there's still a long way to go, but the potential is clearly there. ... Devin is, I guess you could call it an agent-first approach, and I think that's very cool for generating new software projects.

• bullish endorsement Chamath Palihapitiya

  Oh, I think this is so powerful. I mean, it's incredible because we're measuring this progress in like, what, week over week? It feels like that. Yeah. I think the point that you should take away is that the most of these very difficult in, in, in penetrable job types for the average person. If you said to them, Hey, become a developer, that's like a complicated journey, right? It's just going to be now like a command line interface where you just kind of describe in English what you want to do.

1. 2024-04-08 series_a · $175M · Led by Founders Fund

VentureSignalScore 44.9/100 for cognition, composed from 2 of 4 components (emerging formula), discounted ×0.85 for 50% signal coverage