Cognition
An AI company developing Devin, an AI software engineer that can autonomously write and debug code.
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How Cognition compares
5 creators weighed in
Claude Code
Direct rival
Anthropic's AI coding tool
Both are AI coding tools people choose between. Harry says Cognition is on track for $1.6B in yearly revenue.
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3 creators
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3 creators
Both are AI coding tools people choose between. Harry says Cognition is on track for $1.6B in yearly revenue.
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"We saw Claude Code and Codex and Cursor and a bunch of other companies, Cognition, really define that era."
Mentioned alongside Claude Code, Codex, and Cursor as defining the AI coding era
"Cognition raising round at $46 billion reportedly. They will end the year at 1.6 billion in ARR, currently doing 800 to 900."
Compared to Cursor and Claude Code as players in the coding AI market; compared to Postmates as the category's #3 player that still achieved large scale
"Some people use Codex, some people use Claude Code, some people use Cursor, some people use Cognition. We let a thousand flowers bloom — let people select the tools they want to use, and then we learn from all of that."
One of several coding agent tools used at NVIDIA alongside Codex, Claude Code, and Cursor
Cursor
Direct rival
AI-powered code editor
Cognition focuses on autonomous AI agents that work independently. Harry sees it as the second-place coding AI after Cursor.
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3 creators
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3 creators
Cognition focuses on autonomous AI agents that work independently. Harry sees it as the second-place coding AI after Cursor.
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"Cognition was a phenomenal company, actually making real waves with agents, and they've done a great job with that."
Competitor to Cursor focused on the agentic approach to coding
"Do you think Amazon or Meta will take Cognition instead? Is there a knock-on effect for the second player in the market, which I think arguably now would be Cognition?"
Mentioned as the second-place player in AI coding after Cursor was acquired by SpaceX
"Cognition has a model, Cursor has a model. Does Lovable have a model yet? I don't think so. The agent labs are going to develop models."
Grouped with Cursor and Lovable as agent labs that may develop their own models
What creators say
"Scott Wu went on to start Cognition, very successful."
More from Alexandr Wang →
"There's a picture of me, him, and one of his co-founders the week before Cognition launched."
More from David Senra →+1 more mention from David
"Me and you were at a dinner with Scott Wu, founder of Cognition. I just recorded an episode with him. I've spent a bunch of time with Scott over th..."
"There's a lot of exciting stuff happening between folks like Cognition, post-training their own model with a lot of their own data."
More from Chase Lock Miller →"It kind of reminds me of what happened with coding and with Cursor and Cognition in the face of the labs."
More from Jack Altman →
"Both these businesses have been growing so quickly. Cognition is much larger, but Factory has also been growing very quickly."
More from Jordi Hays →"Many enterprises are really excited when they buy Cursor or Cognition for the first time, but the reality is that's just like the beginning of the journey."
More from Alex Immerman →"I actually met with one of the founders of Cognition yesterday — very interesting company. Their AI enables banks, big financial institutions that spend a ton of money dealing with legacy systems, to rewrite the COBOL into modern code in a matter ..."
More from Bill Ackman →
"We saw Claude Code and Codex and Cursor and a bunch of other companies, Cognition, really define that era."
More from John Coogan →+3 more mentions from John
"We just had Scott Wu on the show. Brilliant mathematician. Cognition's on a tear."
"We should be able to like send specs to Cognition, let them go build it, right? And that's like really something that's happening."
"You really only have these guys and Cognition at this point who are basically going to the enterprise and saying, 'What enterprises love — I'm coming to you, Mr. Corporate Customer, and I will make this go away.'"
More from Rory O'Driscoll →
"There's been many companies on this trajectory where the product was — Cognition is very famous for, like, literally their ads now say 'Remember Devin' — like it's good now."
More from Invest Like The Best →"We mentioned Cognition a couple of times. We were talking earlier about your angel investing as well."
More from Harry Stebbings →+3 more mentions from Harry
"Cognition raising round at $46 billion reportedly. They will end the year at 1.6 billion in ARR, currently doing 800 to 900."
"Do you think Amazon or Meta will take Cognition instead? Is there a knock-on effect for the second player in the market, which I think arguably now..."
"If you ask like, you know, the Ramp guys or Scott at Cognition, like they're going to be like, 'Yeah, Zack can invest.'"
More from Brian Singerman →"You have Cognition, which is just another LLM company raising a $26 billion valuation. That means that company has to go public, because who's buying a company at $26 billion other than Elon Musk?"
Sponsored mentions
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