Cognition成为全球最大独立智能体实验室
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Cognition 成为全球最大的独立智能体实验室，其企业使用量同比增长超10倍，估值达260亿美元。
Key Takeaways
- Cognition 估值达260亿美元
- 企业使用量同比增长超10倍
- Devin作为首个AI软件工程师已运行两年
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- Cognition 成为全球最大的独立智能体实验室
Highlights
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Cognition is now the largest independent agent lab in the world.
Our enterprise usage has grown >10x since the start of this year, and our run-rate revenue grew to $492 M.
We launched Devin two years ago as the first AI software engineer.
a lot of you have read my cog https://t.co/EHeu7ImUZm" / X
cognition is now the largest independent agent lab in the world. take the 200% utilization from this chart and project the sales growth, I encourage you to go through this exercise if you are new to investing. many of you have read my cog initiation post, but when I talk to people they do not fully appreciate that this is the perfect storm of all the trends:
- first* koding agent
- first* cloud dev infra
- best-reviewed code review/security guy
- first* llm wiki knowledge base
- s-tier GTM
- most IOI golds
- somehow also excels at Smash Bros and Poker
agent lab gives you:
- long model diversity
- long reasoning/tool-calling models
- long harnesses
- long domain-specific RLFT
- long coding data/expertise/evals
- long full-agentic SDLC
- chief partner to CIOs in combating tokenmaxxing slop from humans and agents
- SOTA foodbench from house chefs
this is why you can see this is Peter Thiel's biggest AI bet
*i don't like "first" as an adjective, but "first + 2 years of serious scaling" really serves as a shorthand for "most enterprise battle-tested" - see customer list in screenshot - literally 10s of thousands of devs, 10s of thousands of repos, PER CUSTOMER is the kind of weight I put on the simple word "first"
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Cognition
@cognition
8h
1/ We’ve raised over $1B at a $26B valuation, led by @Lux_Capital, @generalcatalyst, and @8vc. Our enterprise usage has grown >10x since the start of this year, and our run-rate revenue grew to $492M. We launched Devin two years ago as the first AI software engineer. Since
