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Scott Wu

12 statements across 1 episodes · 6 bullish · 1 bearish · 1 people on the record · first statement Jul 18, 2025 by Scott Wu · said 6 times in 4 episodes since 2025 · across every show →

On the record as a speaker too: Scott Wu's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Harry Stebbings (4), Rory O'Driscoll (2)

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2026 5 mentions in 3 episodes 2 per episode
2025 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Scott Wu, oldest first

Jul 18, 2025 bullish
Assertion Supported
Wu: Anthropic has quadrupled its revenue since reaching a $60B valuation
“Well, Anthropic has quadrupled their revenue since they were valued at sixty billion, so it seems like a fair one to pick.”
Scott Wu Jul 18, 2025 ▶ 41:19 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
Prediction Not checkable as stated
Wu: AI will make software engineers 10x faster within three years
“Look, I think in three years, there's no reason that shouldn't be a 10 X.”
Scott Wu Jul 18, 2025 ▶ 18:04 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 18, 2025 bullish
Prediction Open · timeframe Jul 2030
Wu: Private AI foundation labs will far exceed $500B aggregate valuation
“If you add all their valuations today, what is that? Like, 500 B, something like that? I think that's gonna go way up in the next five years.”
Scott Wu Jul 18, 2025 ▶ 40:27 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 18, 2025 neutral
Insight
Wu: AI application layer talent competition is fiercer than at foundation labs
“I think the level of talent and the fierceness of competition is, in many of these is actually like, Greater even in the application layer, which is crazy to say, because I think the competition in the Foundation Labs is extremely strong.”
Scott Wu Jul 18, 2025 ▶ 10:29 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 18, 2025 negative
Opinion
Wu: The decline of founders going down with the ship is disappointing
“I think there's an unspoken covenant that as a founder, you go down with the ship, and I think that for better or for worse, it's changed a bit over the last year, and I think it's a bit disappointing, to be honest.”
Scott Wu Jul 18, 2025 ▶ 0:00 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 18, 2025
Prediction Not checkable as stated
Wu: Future software engineering will replace coding with expressing intent
“At some point, telling your computer what to do is not going to take place with code. It is going to take place with you just expressing your intent.”
Scott Wu Jul 18, 2025 ▶ 31:04 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 18, 2025 positive
Assertion Not checkable as stated
Wu: AI tools currently give software engineers a 1.5x to 2x speedup
“And I would say that something in that range of, you know, 1.5 to two X feels right to me today in aggregate.”
Scott Wu Jul 18, 2025 ▶ 17:56 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 18, 2025 bullish
Prediction Not checkable as stated
Wu: AI will make 30 million global software engineers 10x more efficient
“There are thirty million software engineers in the world. You know, we're going to make them all 10 X more efficient over these coming years. We're going to be writing 10 X more code.”
Scott Wu Jul 18, 2025 ▶ 22:20 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 18, 2025 positive
Opinion
Wu: Reinforcement learning is AI's biggest breakthrough of the last 18 months
“You know, it's RL, for example, is I would say the biggest breakthrough of the last year and a half call it.”
Scott Wu Jul 18, 2025 ▶ 15:07 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 18, 2025 neutral
Insight
Wu: Fewer than 10,000 researchers drive the vast majority of AI progress
“Somewhere in between those two is right. You know, I think there are at least a hundred folks that, that, that, that are, that really matter in making a lot. A lot of differences. Certainly less than 10,000 and probably a good bit less than that, if I had to g…”
Scott Wu Jul 18, 2025 ▶ 9:56 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 18, 2025 neutral
Prediction Open · timeframe Jul 2030
Wu: The AI foundation model market will consolidate to two to six players
“I think the consolidation happens, and I think in total we probably end up with something like Two to six players.”
Scott Wu Jul 18, 2025 ▶ 41:34 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
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