Cognition AI, every mention
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every year anyone Harry Stebbings 58Jason Lemkin 11Scott Wu 5Ariel Cohen 5Guy Podjarny 4Nikesh Arora 3Jason Calacanis 3Sarah Tavel 1Rory O'Driscoll 1Mike Krieger 1
Verbatim, from the transcripts: the passages where Cognition AI comes up
Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
- ▶ 2:44 Harry Stebbings You know, I'm invested in many companies, and they're just like, God, we're getting eaten alive by OpenAI, Anthropic, Cognition, you name these hot companies.
- ▶ 3:11 Harry Stebbings We mentioned Cognition a couple of times.
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 37:11 Harry Stebbings I think I definitely see that in terms of, as we said about coding agents, which to me, one of the fascinating ones was cognition. 10 times in the scene
- ▶ 42:27 Jason Lemkin Well, you, you listen, I mean, it's, if you're not shipping this, then this was the cognition.
- ▶ 1:08:18 Jason Lemkin And much like we, the three of us made a mistake not going early into cognition because we thought the TAM was too small.
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 1:06:06 Harry Stebbings Cognition placed a lot of emphasis on like the chess champion and like the math prodigy.
- ▶ 1:21:58 Harry Stebbings Codex, Cursor, Cognition, Claw Code. 2 times in the scene
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 12:16 Harry Stebbings Do you think Amazon or Meta go, eh, we'll take cognition instead? 2 times in the scene
- ▶ 14:59 Jason Lemkin It doesn't actually get everyone else to say, Hey, I've got to go buy cognition.
- ▶ 1:05:47 Rory O'Driscoll You got the cognition style, you got the cursor style, you got the Lovable kind of replica style.
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 29:51 Alex Atallah Like, Cognition has a model.
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 34:16 Harry Stebbings You know, we have McCaw at 20, we have Cognition at 26, Cursor gets sold for 60.
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 1:16:47 Nikesh Arora Hey, Winsurf sold to Cognition, right?
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 36:48 Harry Stebbings Lovables at five hundred million error, Cognition is, Rapplet is, you know, Anthropocodex is crushing.
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 1:13:56 unnamed speaker 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 and laying off half of windsurf when you acquired them because they weren't willing to work hard enough.
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 47:10 Nikesh Arora I think we had Windsurf, we had Devon, we had, which is now Cognition. 2 times in the scene
Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
- ▶ 24:54 Harry Stebbings But then you would say that we are not seeing the productivity gains in logistics that we are seeing in software creation, because if we were, you'd be seeing revenue scaling in logistics like you have done for a Cognition or a Cursor.
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 1:02:43 Harry Stebbings I would love just your thoughts on some market composition that I'm struggling with, which is like when you look at cognition, you look at Claw Code, you look at Kodak, you look at Cursor now with Grok.
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
- ▶ 41:53 unnamed speaker Uh, uh, when we see this, uh, uh, trajectories of some companies like Anthropic and Cursor and Cognition and Coding, and now we see, start seeing in other verticals as well, uh, some
Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
- ▶ 37:17 unnamed speaker I respectfully disagree, and that's why I actually think both Cognition and Factory will do very well, because they're model independent, but if you...
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 0:18 Harry Stebbings We have Cognition raising a billion dollars at a twenty six billion dollar valuation.
- ▶ 30:07 Harry Stebbings Cognition raised a billion dollars at a twenty six billion dollar valuation. 3 times in the scene
- ▶ 52:30 unnamed speaker If I were building a, I mean, I don't like to call the cognitions the curses of this, or the harness company, but having something that was great for the engineers, but gave peace, some kind of peace of mind,
- ▶ 1:31:51 Jason Calacanis And, um, I just think while many folks think it's toxic, if you're trying to build, I remember what the cognition guy said, what's the CEO's name? 3 times in the scene
Jake Paul: Traditional VC is Toast & Attention is More Valuable than Cash · 20VC with Harry Stebbings
- ▶ 0:20 Harry Stebbings They've backed the likes of Ramp, Cognition, Chronosphere, and many others.
- ▶ 26:09 Jake Paul You know, cognition, or any of these things, and develop my own game that's personally tailored for me with a couple clicks of a button.
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
- ▶ 25:55 Ariel Cohen 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. 5 times in the scene
20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman
- ▶ 11:55 Harry Stebbings Is it Cognition?
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 10:23 unnamed speaker Calci, cognition, ok?
- ▶ 33:32 Harry Stebbings The three days when WindSurf was being bought by Cognition, and I interviewed Varun the day before.
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 17:06 Harry Stebbings And then, sorry, you've also got the cognitions, and the cursors, and the Pro Tools there. 3 times in the scene
- ▶ 55:22 Harry Stebbings You can invest in Cursor at 29.3 billion, or you can invest in Cognition at 12. 3 times in the scene
- ▶ 1:03:47 Harry Stebbings Replit, Cursor, Cognition, all very Silicon Valley businesses.
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 9:46 Harry Stebbings OpenAI and Anthropica placing on Codex and on Claw Code, and then your alternative players like Cognition.
- ▶ 16:20 unnamed speaker And then I don't, the third, you have to, you have to put on tropic in because they're relevant and our cognition just because it's slightly different, which
- ▶ 1:21:50 Harry Stebbings Uh, would you rather invest in Cognition at twelve billion or Cursor at twenty-nine billion?
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 34:25 unnamed speaker I think it emerged Curser, I think it emerged, ah, you know, kind of Winsurf, and then to a different extent Cognition, by the B, and it was obvious that those were the names. 2 times in the scene
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 16:43 Everett Randle And then cloud code came out and then, um, codex came out and now cognition is scaling.
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 12:48 Harry Stebbings Are they using cognition? 3 times in the scene
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 44:25 Harry Stebbings Do you worry about the competitive nature of the landscape when you look across at codex, but then you've also got your cognitions, and then you've also got your cursors, and you've got your kind of on the lower, more consumer, and your,…
Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
- ▶ 39:19 Brendan Foody Like, the amount of utility that our engineers get from Cursor and Cloud Code and Cognition is incredible, and same thing for-
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 11:22 Jason Lemkin Um, when your cognition and you go, and this is amazing, you go from nothing to ten billion in what? 2 times in the scene
20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
- ▶ 12:12 Harry Stebbings I interview a lot of the best product and growth leaders, and a lot say we're going to see the kind of collapsing of skills into one kind of superhuman, where you have kind of product, growth, eng in one person, with kind of…
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- ▶ 39:59 Harry Stebbings Again, I would never ask on timing or anything quite that ludicrous, but you go like, yeah, that's, that's an arena I want to be in, or do you sit and watch cheeky pint with the Collison's and go, that's the fucking arena I want to be in,…
Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt · 20VC with Harry Stebbings
- ▶ 45:11 Harry Stebbings Do you agree then with Scott from Cognition, who clearly said to Winsurf employees after hiring them or buying the company, it's six days a week.
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- ▶ 21:56 Jason Lemkin You know, we talked the last couple of weeks about, um, cognition buying Windsurf, right?
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 1:07:08 Harry Stebbings Cognition is now rumored to have done around at fifteen billion dollars. 4 times in the scene
Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
- ▶ 0:15 Harry Stebbings The only thing that anyone wants to talk about this week is Cognition by Winsurf. 2 times in the scene
- ▶ 1:42 Scott Wu And if anything, I think the, um, you know, what, what we have at Cognition, I would say is especially focused on the, the core engineering and product team.
- ▶ 29:59 Harry Stebbings When you think about that, and you think about, like, developer, where the market shakes out, is it that cursor win bottoms up developer minds, and windsurf win, and cognition now win top-down large enterprise
- ▶ 33:15 Scott Wu Like, I, I think the thing that's been fun, I think throughout the history of cognition is for better or for worse, maybe it's because we're insane.
- ▶ 40:34 Scott Wu And then if you take all the application layer companies, you know, it's, the, the top ones that come to mind are, you know, there's Perplexity, there's Sierra, there's Dekagon, there's Harvey, there's Us, there's Kerser, there's, you know, 3 times in the scene
Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
- ▶ 1:26 Jason Lemkin The, the, the memo that Cognition sent to his employees was that they're buying an eighty-two million dollar AR business, ok? 5 times in the scene
- ▶ 15:57 Harry Stebbings Before we get to the cognition news, I just want to stay on the structure itself. 3 times in the scene
- ▶ 21:21 unnamed speaker When we look at Cognition, in a week ago, they were the ones that were left behind. 10 times in the scene
20Sales: How the Best Sales Teams Use AI to Win Enterprise Deals | Sales Teams Will Be Dramatically Smaller | How to Ramps Sales Reps Way Faster | Why Unpaid Design Partners are BS | Why this Generation of Sales is Soft with Ishan Mukherjee @ Rox
- ▶ 17:04 Ishan Mukherjee What we're seeing with Cursor and Cognition on the building side is the best are going to get better.
Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
- ▶ 42:12 Mike Krieger That's why I think that there is a, there is a role for this sort of in between, uh, IDE and the full on like cognition dev and like full on delegation of tasks within can be used for a certain category of tasks.
Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
- ▶ 14:58 Guy Podjarny Um, and, uh, and I think companies like, uh, uh, Cognition with Devin are trying to do that. 4 times in the scene
- ▶ 16:48 Harry Stebbings When I look at Magic, I look at Cognition, 4 times in the scene
Delian Asparouhov: Inside the Walls of Founders Fund: What the World Does Not See | E1183 · 20VC with Harry Stebbings
- ▶ 20:40 Delian Asparouhov Cognition, you know, sort of AI founders that, you know, crushed it at IOI to, you know, people that, you know, did really well in, you know, sort of college athletics, um, to, you know, Ryan Peterson, you know, sort of running his, you…
Sarah Tavel: Will Foundation Models Be Commoditised? | E1149 · 20VC with Harry Stebbings
- ▶ 27:38 Sarah Tavel Let's take the cognition round.
Mario Schlosser: "How to Deal with a 94% Decline in Market Cap" | E1136 · 20VC with Harry Stebbings
- ▶ 27:16 Mario Schlosser Like, take the guy who, on Twitter now, there's this video of the young, of the Cognition AI guy who won this math competition when he was, like, nine years old or whatever else, like, or four years old, I don't even know, yeah, he looks…