Recent posts
This is not true. Huge respect for the SpaceX team but Cognition is not for sale and we haven't been talking.
Scoop: SpaceX tried to acquire Cognition. On the heels of its $60B deal with Cursor. w @nmasc_ @EdLudlow https://www.bloomberg.com/news/articles/2026-08-19/spacex-attempted-to-acquire-ai-coding-startup-cognition
At Cognition, one of our values is to go for it all: when faced with a tradeoff, pick the ambition-maximizing direction. When we launched Devin in 2024, we envisioned a future where every team had an infinite army of junior engineers. We were early and Devin wasn't good enough. Now it is! The only constraint left is how ambitious you're willing to be.
Congratulations to the Cursor team on an exciting next phase! Have always admired the incredible work you all have done in a few short years. One of the best teams in Silicon Valley today.
Cursor is now part of @SpaceX. Today, we have officially closed our acquisition. We will join the @SpaceXAI team to help make Grok the world's most useful AI and improve Grok Build, Grok Bot, Grok API, Cursor, and more. SpaceX has built some of the most inspiring and impressive technology in the world, and we’re grateful for the opportunity to become part of such a special company. Onwards.
Exceptional team, enormous market, great founder-market fit. Sometimes you just know. Congrats to @moritz_stephan and the whole Hone team - this will be one to watch!
Announcing Hone Intelligence has become abundant. Yet the world looks remarkably similar to how it did five years ago. With every model release, the gap between what frontier AI can do and the economic value derived from it widens. Closing the gap requires re-organizing work around organizational outcomes, not individual tasks. Hone builds AI that creates, orchestrates, and improves agents and software continuously to own organizational outcomes over weeks and months. We are ex-founders and early core contributors to Cognition, Mercor, Ramp, and OpenAI. We obsess over real-world value, not theoretical benchmarks. Our core beliefs on closing the gap in the thread below.
Art was a legend at Brex. Thrilled to have him at Cognition!
I've spent the last decade getting deals done. I’m now going to do them at one of the most important AI companies in the game. I am joining @cognition as VP of Global Partnerships. Eight years at Brex taught me how to sprint at what I do best. Grateful to the team that bet on me. Cognition’s insane talent density and ambition made it the obvious next move. The dealmaking opportunity is real. Time to get back in the arena. 🚀
One of the things I’m most proud of is the people I get to work with every day. Our goal is to find the #1 person for any role, and Paul is simply the best at what he does. Welcome to Cognition!
Devin just got new counsel. Today I’m joining @cognition as Chief Legal and Global Affairs Officer.
Incredible price/performance by the GPT-5.6 series on FrontierCode. All Devin users should see the cost decreases reflected automatically!
We've updated FrontierCode 1.1 to reflect new discounts for GPT-5.6 Terra and GPT-5.6 Luna. With these new costs, the GPT-5.6 series sits on the pareto curve of price/performance efficiency.
Great review by @htaneja!
How can venture better serve founders in an era of extremely concentrated outcomes? This question runs through my Q2 review and my conversation with @packyM: The Great Concentration Fixing the K-shaped Economy Buying a Hospital What a VC Is Actually For (and capital entrepreneurship) The Stack as the Antidote My answer, across all of it: innovate on capital so more companies can thrive, and transform legacy institutions so the benefits of intelligence reach everyone. read here: https://t.co/Vk7hTV1Rj8
rumor is you get one of these after your 10,000th merged devin pr
Fun convo in Paris with @MollySOShea!
BREAKING: Devin now writes ~95% of Devin's code Scott Wu (@ScottWu46), CEO of @cognition says the abundance era of AI is real & coming soon.. FULL INTERVIEW Cog Stats: › $2.5B raised, $26B valuation › $500M+ run rate, up from $37M LY › Customer usage is up 11x-12x in 6 months › Total code shipped inside Cognition has grown 7x › Devin writes ~95% of Cog's code, up from 89% at May Series D › The entire Windsurf acquisition was negotiated over 1 weekend, ~40 people buying a 200 person company with $82M of ARR › Goldman Sachs, Mercedes-Benz, Citi, Dell, Santander, NASA, the US Navy & the US Army all run Devin R I P : "The tokenmaxx era lasted from January to May of 2026, roughly." "I'm excited to have AI that allows me to spend all of my time & focus on the things that I care about & take care of the rest. I think the abundance era is real, & I think we'll be there pretty soon." Recorded 7 July 2026. On 23 July 2026 Cognition acquired Poke maker The Interaction Company 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Scott Wu, Co-Founder & CEO at Cognition (01:00) The Identity crisis of building Devin (01:42) How Cognition 7X-ed its output in 6 months (02:55) The Metric every AI company gets wrong (04:18) Cognition's 12x growth curve (07:46) The Windsurf acquisition (13:26) Scaling overnight: Cognition's hardest week (15:11) The strategy behind the integration of Cognition products (17:23) Cognition's M&A playbook (20:01) Why the DMV is Cognition's next big target (22:59) Why Cognition bet against AI centralization (25:09) Why enterprises refuse to bet on a single AI lab (28:32) Scott's honest take on Superintelligence (32:36) Is Silicon Valley losing its mind over the AI gold rush? (33:26) Devin's origin story (37:17) The question Scott thinks nobody's asking yet (39:59) Poker with Peter Thiel & Napoleon ? (41:24) Scott's vision for the next year
Fun fact: @marvinvonhagen was on set for the original Devin launch video back in 2024. Really excited to work with this team - it’s been two years in the making :)
Cognition is acquiring @Interaction, the makers of Poke. If you've ever used Poke, you know why we're so excited.
AI gets more inevitable every day but most companies don't have a clear path to take full advantage of it. Danielle, Leah, and the whole Genius AI team are solving the practical problems that matter. Congratulations on all the progress!
Introducing Genius AI: the platform handling scheduling, payments & admin for service businesses. GlossGenius is now part of Genius AI. We’re nearing $200M ARR, powering over 125K businesses. We’re also announcing our Series D at a $1.15B valuation, with $125M raised to date.
Welcome to Cognition!
Personal update: I’ve joined @Cognition to lead engineering. I’m grateful to @asha_shar and everyone at Xbox for an amazing year. Excited for this next chapter with @ScottWu46 and team.
It's an honor to get to work with Anhang, Yun and the TierZero team. Excited for the next step of self-driving software!
Two years ago, we set out to make software self-driving. Today, TierZero is joining @Cognition to finish the job: make agents write code and keep it running. @yunpark93 and I couldn't be more excited for what's next! 🚀
Great piece on my good friend @saranormous! Grateful for everything you do.
In 2018, Sarah Guo became the youngest general partner in Greylock's 60-year history. She was 28. Four years later, she quit to launch Conviction, a firm staked entirely on AI. Before ChatGPT shipped, she seeded Baseten and Harvey; each is now worth over $11 billion. In Conviction's first year, she wrote early checks into Sierra, Cognition, and Mistral; those three companies are now worth, together, $54 billion. Andrej Karpathy worked out of Conviction's office until Anthropic hired him in May. Guo has been close to Jensen Huang for over a decade. Her first two calls after starting the firm were to Sam Altman and Nat Friedman. And yet the investor closest to the AI frontier is betting against its biggest companies. The two big frontier labs, worth close to a trillion dollars apiece, no longer just want to build the models. They also want to build every product and company on top of them, leaving nothing for anyone else. The market is paying as though they might succeed. Of the $300 billion in venture capital deployed in the first quarter of 2026, the biggest quarter in the history of the trade, 65% went to only four companies: Anthropic, OpenAI, xAI, and Waymo. Guo is betting the labs can't build everything, and she spends her days making sure of it. She won Harvey its first client. She flew across the country to take a single Baseten candidate to a four-hour lunch. On one wedding anniversary, she spent the whole weekend on back-to-back calls, keeping two founders on the line so they couldn't speak to rival firms. Twice a year, she flies the world's brightest young founders to San Francisco and inducts them into the fight. In the months @domcooke spent reporting this piece, @saranormous had her fourth child, walked the Met Gala in 45 pounds of chainmail, and still answered her founders' texts within minutes. Guo's parents arrived from China in 1987 with $50, built a company, and took it public at $1.2 billion. Then it went bankrupt. Guo grew up inside that startup. She built its first website, did her homework in a cubicle, and slept over for bug bashes. She loved it. If two labs build everything, no one gets to do that again. Welcome to Sarah's Wager. Read it below.
One year ago today, Cognition acquired Windsurf, capping off one of the crazier weekends in our company's history. The outline has been told many times: the first call on Friday evening, the rush through Saturday and Sunday to figure out the plan together, and then the signed agreement by Monday morning. On the Cognition side, we knew we had to move fast — Windsurf had millions of users, a brand developers loved, and a great team. We printed an LOI and headed to their offices on Saturday morning ready to sign on the spot. When we got in a room with Jeff and Graham, things clicked: they had built one of the best GTM orgs in Silicon Valley and needed engineering; we had the engineering org that needed GTM. They were building an IDE, we were building a cloud agent. Everything lined up. When we welcomed the team, we said “there's only one boat and we're all in it together.” Then we got to work. Three days after close, we shipped Wave 11: "Just Keep Shipping" – and that set the tone for everything to come. In the year since, we’ve launched our own models (including SWE1.7 just last week), Devin Review, Devin CLI, and unified everything into one brand with Devin Desktop. Along the way our team wrote 20M+ lines of code and grew revenue run rate from $73M to >$500M. Thankful for the last year and excited to keep building the future of software engineering together!
it's a pretty unique experience tbh. i grew up in louisiana where no one knew how to code and now i just show up and get carried by the cog team all day
I asked people which companies have the highest density of talented people they know: 1st. Cognition - 9 votes Equal 1st. Anthropic - 9 votes 2nd. Modal - 5 votes 3rd. OpenAI - 4 votes 4th. Standard Intelligence - 3 votes 4th. Cursor - 3 votes Two votes each: - Ramp - Flapping Airplanes - DeepMind - Long Lake - Applied Compute One vote each: - SpaceXAI - SpaceX (treated separately, one vote was for the AI lab subsidiary and one was for the rocket team) - American Terawatt - Mechanize - Olix - Fluidstack - Chai Discovery - Sail Research - Etched - Core Automation - Specter - Clay - Applied Intuition - Sierra - Hivemind - Bitrig - Retro - Thinking Machines - Decagon - Precigenetics - Pangram - Reflect - Thrive Holdings - Adaption
Benchmark scores are exciting but more importantly we are seeing incredible results so far using this model in Devin! Try it out:
Introducing SWE-1.7, the most capable model we’ve trained yet. It scores within a few points of the strongest frontier models at a fraction of the cost, and is now available at 1000 tok/s. RL is not hitting its limit: after refining our recipe, we keep seeing gains as we scale
Demand for inference compute will grow exponentially at least as fast as the METR curve grows (and arguably faster). Excited to have more great chips on the market - congrats to the @Etched team!
We're coming out of stealth. We've built our first racks after a successful A0 tapeout, $1B+ in customer contracts, and $800m raised. Early customer tests show us achieving SOTA throughput, latency, and power efficiency on inference workloads. Our first racks ship this summer.
