Cognition

"Scott Wu went on to start Cognition, very successful."

David Senra

mentioned

"There's a picture of me, him, and one of his co-founders the week before Cognition launched."

"There's a lot of exciting stuff happening between folks like Cognition, post-training their own model with a lot of their own data."

"It kind of reminds me of what happened with coding and with Cursor and Cognition in the face of the labs."

Jordi Hays

mentioned

"Both these businesses have been growing so quickly. Cognition is much larger, but Factory has also been growing very quickly."

"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."

"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 ..."

John Coogan

mentioned

"We saw Claude Code and Codex and Cursor and a bunch of other companies, Cognition, really define that era."

"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.'"

Invest Like The Best

mentioned

"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."

"We mentioned Cognition a couple of times. We were talking earlier about your angel investing as well."

"If you ask like, you know, the Ramp guys or Scott at Cognition, like they're going to be like, 'Yeah, Zack can invest.'"

"Cognition, because they're basically the only other model-independent vendor in the enterprise. They're building this cloud offering — it's very futuristic on the idea of imitating a software engineer as a human."

a16z

mentioned

"Cognition was a phenomenal company, actually making real waves with agents, and they've done a great job with that."

"We also seen the cases of really hot companies in Silicon Valley like Cognition where their early go-to-market was actually Brazil and it represented a really high share of their revenue early on."

"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."

"Our friend Scott Wu — Cognition is kind of a dark horse in this game of thrones."

Joe Lonsdale

mentioned

"One of the biggest success stories we're in right now called Cognition. The guy who started it used to work for me at Addepar. He won the gold medal in programming three years in a row. This is the fastest growing company I've ever been in."

"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."

"We're just solving all of code. And the idea for us was let's make this one the big one. We're going to go for it all. We're going to go for the most ambitious — and even the play of solving software engineering feels like a big enough one that we..."

"You see some NPS score go down, you go interview people with the AI moderated researcher, you synthesize the data, you put together a presentation, and then those tickets go into something like Cognition, which actually just goes and fixes the thing."

"I over the past couple years have just gotten deeply frustrated watching Cognition and Cursors of the world completely transform how a back-end software engineer at a Ramp or a Meta significantly improve their productivity."

Jason Lemkin

mentioned

"When we started this podcast 60 weeks ago, it was toxic to be running Cognition and telling folks they had to run seven days a week."

"Anduril, Etched, Cognition, SpaceX, OpenAI, Anthropic, Seronic, Modal. So yeah, the list goes on."

"I think we had Windsurf, we had Devin, which is now Cognition. You've got Factory doing SDLC, you've got Cognition doing SDLC."

"Great companies, Anthropic, OpenAI, SpaceX, Cognition, Cursor, and on and on and on. Every one of those companies is private, multiple trillion dollars of value and yet most investors have zero exposure to them."

"Cognition is training uh coding models using reinforce reinforcement learning"

20VC with Harry Stebbings

mentioned

"They've backed the likes of Ramp, Cognition, Chronosphere, and many others."

TBPN

mentioned

"Obviously everyone here on the show is familiar with Cognition, the makers of Devon."

"Cognition is growing really well that we're obviously big investors in and cognition shows you that last mile gap where like a lot of the revenue is enterprise right and servicing large enterprises."