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Cognition AI

also referred to as: cognition

19 statements across 10 episodes · 9 bullish · 3 bearish · 8 people on the record · first statement Nov 29, 2024 by Guy Podjarny · said 117 times in 40 episodes since 2024 · across every show →

Mentions by year

brought up most by Harry Stebbings (58), Jason Lemkin (11), Scott Wu (5), Ariel Cohen (5), Guy Podjarny (4), Nikesh Arora (3), Jason Calacanis (3), Sarah Tavel (1)

tap a year for its mentions
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01020202420252026episodes it came up in
00210420202420252026episodesmentions per episode
2026 48 mentions in 18 episodes 3 per episode
2025 58 mentions in 18 episodes 3 per episode
2024 11 mentions in 4 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Cognition AI, oldest first

Nov 29, 2024 bearish
Assertion Not checkable as stated
Podjarny: Everyone who tested Cognition's Devin says it doesn't really work
“From everybody that I talked to that has tried Devon, they all think it's really cool and that it doesn't really work.”
Guy Podjarny Nov 29, 2024 ▶ 16:42 Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
Jul 17, 2025
Assertion Supported
Lemkin: Cognition memo stated Windsurf had $82 million ARR
“The memo that Cognition sent to his employees was that they're buying an eighty-two million dollar AR business, ok?”
Jason Lemkin Jul 17, 2025 ▶ 1:26 Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
Jul 17, 2025 positive
Assertion Supported
O'Driscoll: Cognition acquired Windsurf with $82M revenue and $100M cash
“Stupendously good optics plus eighty two million of revenue plus a hundred million in cash plus great injury. They win.”
Rory O'Driscoll Jul 17, 2025 ▶ 23:51 Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
Jul 17, 2025
Assertion Not checkable as stated
O'Driscoll: Google deal implicitly valued Windsurf's residual business at $400M
“If open AI was buying for three billion and Google buying everything for three billion and Google pleasingly is buying everything except the revenue on a hundred million bucks for 2.6 billion. Implicitly it's valuing the revenue and the hundred million and the…”
Rory O'Driscoll Jul 17, 2025 ▶ 4:49 Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
Jul 17, 2025 bullish
Prediction Not checkable as stated
Lemkin: Cognition could make Windsurf better in 90 days than pre-deal
“This could be better than it literally in 90 days windsurf could be better than it was before this deal. It is entirely possible. It could be a better company than it was before this deal.”
Jason Lemkin Jul 17, 2025 ▶ 22:35 Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
Jul 18, 2025 bullish
Assertion Not checkable as stated
Wu: Cognition's Devin usage grew 5x to 10x in the past six months
“In the last six months, you know, between January and now, you know, like, even aside from this, you know, obviously the latest deal this week with Windsor The usage of Devon has actually grown something like five to 10 X. And that's been the case in both self…”
Scott Wu Jul 18, 2025 ▶ 25:01 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 18, 2025 neutral
Disclosure
Cognition prices Devin hourly to be 10x cheaper than developer time
“So it's all usage based, but it's essentially by the hour. And we try to make things so that they're about 10 X cheaper than you know, than basically the value of your time and going into it.”
Scott Wu Jul 18, 2025 ▶ 21:39 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 18, 2025 bullish
Assertion Supported
Cognition added roughly $80M in run-rate revenue in six to eight months
“Yeah, look, I don't want to get into exact numbers, but even with the windsurf deal aside, like not including that at all, we are basically, we've done roughly that as well in the last six to eight months.”
Scott Wu Jul 18, 2025 ▶ 27:28 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 18, 2025 neutral
Assertion Supported
Cognition negotiated and signed the Windsurf acquisition over a single weekend
“Get, get to a verbal agreement on Saturday, hash out all the details and the terms and the legal on Sunday, get everything signed and done on Monday morning.”
Scott Wu Jul 18, 2025 ▶ 6:05 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 18, 2025
Assertion Supported
Cognition initiated cold outreach to acquire Windsurf on a Friday night
“We reached out cold Friday evening and our first conversation was Friday night.”
Scott Wu Jul 18, 2025 ▶ 2:04 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 18, 2025 neutral
Assertion Supported
Cognition learned of Windsurf's Google deal at the same time as the public
“We found out, honestly, on Friday, the same time everyone else did, that all of this was happening, and that this was the split, and that it was Google”
Scott Wu Jul 18, 2025 ▶ 1:20 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Aug 7, 2025 negative
Assertion Open · timeframe Aug 2028
Lemkin: Cognition mandated 80-hour weeks and laid off 30% of acquired startup
“Well, I guess today, Cognition laid off 30% of the folks they bought, and they offered to buy out all the other 200 employees. They gave them a nine-month package. They told them they either had to work 80 hours a week, six days a week in the office, or they s…”
Jason Lemkin Aug 7, 2025 ▶ 1:08:15 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Sep 15, 2025 positive
Disclosure
Mercor engineers rely heavily on Cursor, Claude Code, and Cognition
“Like, the amount of utility that our engineers get from Cursor and Cloud Code and Cognition is incredible, and same thing for-”
Brendan Foody Sep 15, 2025 ▶ 39:19 Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
Feb 7, 2026 positive
Disclosure
Cohen: Navan's internal AI routing is shifting significantly toward Google models
“We've seen our agentic platform, Cognition, plays between models based on who will give you the best answer, and actually we saw movement much more to Google recently. A lot of the transactions with Edge, which we didn't release yet, but you know, we have it i…”
Ariel Cohen Feb 7, 2026 ▶ 25:55 20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
Apr 18, 2026 negative
Prediction Not checkable as stated
Jake Paul: AI-Personalized Content Could Divert Viewers Away From Traditional Sports
“If I can put into Cognition, or any of these things, and develop my own game that's personally tailored for me with a couple clicks of a button. Why would I watch, you know, the NBA when, like, this game I made for myself has all my favorite things in it, and …”
Jake Paul Apr 18, 2026 ▶ 26:06 Jake Paul: Traditional VC is Toast & Attention is More Valuable than Cash · 20VC with Harry Stebbings
Jun 6, 2026 bullish
Prediction Open · timeframe Jun 2029
Stebbings: Cognition and Factory will thrive due to model independence
“I respectfully disagree, and that's why I actually think both Cognition and Factory will do very well, because they're model independent”
Harry Stebbings Jun 6, 2026 ▶ 37:17 Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
Aug 7, 2026 bullish
Opinion
Stebbings: The $1 Billion Valuation Has Become the New Series A Standard
“I think a billion dollar valuation is the new series, eh? And you're like, whoa, Harry, whoa, whoa, kiddo, calm down, listen to the facts. We used to do a fifty million post and hope it would become a 1,000,000,020 x, without dilution, blunt. Now, you enter at…”
Harry Stebbings Aug 7, 2026 ▶ 33:58 The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
Sep 3, 2026 bullish
Assertion Open · timeframe Dec 2026
Cognition Reportedly Raising at $46B Valuation With $1.6B Projected ARR
“Cognition raising round at forty six billion dollars reportedly. They will end the year at 1.6 billion in ARR. Currently doing 800 to 900.”
Harry Stebbings Sep 3, 2026 ▶ 37:23 NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
Sep 3, 2026 neutral
Prediction Not checkable as stated
Lemkin: Cognition will never catch Anthropic but needs $5B-$10B ARR
“It's never going to catch anthropic unless, unless the world changes, which it has every, every single week. But unless the world changes, it's not, and it doesn't need to catch them. Just five to ten billion a year a few years out is enough to make cognition …”
Jason Lemkin Sep 3, 2026 ▶ 38:30 NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
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