Cognition AI

also referred to as: cognition

27 statements across 6 episodes · 24 bullish · 0 bearish · 3 people on the record · first statement Mar 14, 2025 by Joe Lonsdale · said 51 times in 9 episodes since 2025 · across every show →

Mentions by year

brought up most by Joe Lonsdale (34), Scott Wu (4), Jack Moskovich (4), Russell Kaplan (3), Alex Kolicich (2), Aaron Levie (1)

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2026 41 mentions in 7 episodes 6 per episode
2025 10 mentions in 2 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about Cognition AI, oldest first

Mar 14, 2025 bullish
Assertion Not checkable as stated
Lonsdale: Cognition AI agents are becoming top programmers at his companies
“These genius, you know, young, young people I work with are building like programmers that are actually becoming the top programmers in my company is a cognition, right?”
Joe Lonsdale Mar 14, 2025 ▶ 18:44 Exercise Scientist: How AI & “Miracle Drugs” Can Make You Superhuman · Joe Lonsdale
Jun 12, 2025 positive
Opinion
Wu: Students should still study computer science despite AI coding advances
“People ask me all the time, you know, it's my son or daughter is, 16, you know, should they even be studying computer science? And I always say, yeah, absolutely. And I think the reason is because these are, you know, the concept level things that actually all…”
Scott Wu Jun 12, 2025 ▶ 22:54 From Math Prodigy to AI Genius: How Scott Wu Built Devin · Joe Lonsdale
Jun 12, 2025 bullish
Assertion Not checkable as stated
Wu: The duration of autonomous AI coding tasks doubles every three months
“And the crazy thing is over the last like three, four years, that number has basically, it's doubled approximately every three months.”
Scott Wu Jun 12, 2025 ▶ 37:50 From Math Prodigy to AI Genius: How Scott Wu Built Devin · Joe Lonsdale
Jun 12, 2025 bullish
Assertion Not checkable as stated
Wu: Devin routinely delivers 6x to 20x efficiency gains for enterprise customers
“We pretty routinely see spots where we can make things like anywhere from six X to 20 X more efficient.”
Scott Wu Jun 12, 2025 ▶ 17:27 From Math Prodigy to AI Genius: How Scott Wu Built Devin · Joe Lonsdale
Jun 12, 2025 bullish
Prediction Not checkable as stated
Wu: Lowering barrier to coding will drastically increase total software built
“And I think we're going to see something similar here where it's, you know, imagine, imagine the w w w what we will do, you know, when we get to the point where everyone can just build products and websites and apps and whatever it is of that level of quality …”
Scott Wu Jun 12, 2025 ▶ 24:13 From Math Prodigy to AI Genius: How Scott Wu Built Devin · Joe Lonsdale
Jun 12, 2025 bullish
Prediction Not checkable as stated
Wu: Within five years, software engineering will just be describing what to build
“And I think that's kind of what we're going to get to over the next, I'll call it like five or so years is a point where Software engineering. We might even still call it software engineering or programming or whatever, but it's, it really is just you telling …”
Scott Wu Jun 12, 2025 ▶ 20:39 From Math Prodigy to AI Genius: How Scott Wu Built Devin · Joe Lonsdale
Jun 12, 2025 positive
Assertion Not publicly verifiable
Wu: Cognition Co-Founders Were First Engineers at Scale AI and Cursor
“You know, one of my co-founders, Stephen, was the first engineer at a company called Scale AI, which is doing incredibly well. My other co-founder, Walden, was the first engineer at a company called Cursor.”
Scott Wu Jun 12, 2025 ▶ 10:21 From Math Prodigy to AI Genius: How Scott Wu Built Devin · Joe Lonsdale
Jun 12, 2025 bullish
Insight
Wu: AI coding agents need full environment access, not just text interfaces
“We had the view that instead of pure text interfaces, there was going to be A lot more full interaction where, you know, AI systems could not just read texts and answer questions, but actually just go and interact with the real world and encode. Obviously that…”
Scott Wu Jun 12, 2025 ▶ 2:51 From Math Prodigy to AI Genius: How Scott Wu Built Devin · Joe Lonsdale
Feb 17, 2026 bullish
Assertion Supported
Lonsdale: Cognition Raised Three Funding Rounds Last Year at Major Markups
“Cognition, which we talked about earlier, you know, raised three rounds last year, each like at a more than, you know, each of big, big markups.”
Joe Lonsdale Feb 17, 2026 ▶ 38:21 Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale
Feb 27, 2026 bullish
Opinion
Lonsdale: Cognition will succeed due to its elite Olympiad-level engineering team
“I think I'm pretty bullish on cognition because I think Scott and like these like, 20 other like gold medal, like Olympiad winners, like probably could do something that's very, very valuable despite everyone going after it. But if you don't have 20 other Glob…”
Joe Lonsdale Feb 27, 2026 ▶ 24:15 How to Use AI in 2026: Opendoor Founder's Advice · Joe Lonsdale
Mar 27, 2026 positive
Disclosure
Wu: Cognition lets engineering candidates use unlimited AI during interviews
“For us, and this has always been the case for us, you know, our interview process has always been, you can use as much AI as you want to use. You know, it's just like, we're going to give you a few hours, just build, build your whole own product surface, right…”
Scott Wu Mar 27, 2026 ▶ 51:01 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Mar 27, 2026
Assertion Not checkable as stated
Wu: Cognition engineering team's average age is about 25
“So, so on engineering, it's about 25. And then obviously on go-to-market's a little bit older”
Scott Wu Mar 27, 2026 ▶ 2:10 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Mar 27, 2026 positive
Assertion Not checkable as stated
Kaplan: Devin became top contributor to own codebase by Summer 2024
“It took us until Summer of 2024 for Devon to become the number one contributor to its own code base, like which was like the first real milestone.”
Russell Kaplan Mar 27, 2026 ▶ 9:55 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Mar 27, 2026 bullish
Insight
Wu: AI agents enable software engineers to focus 10x more on architecture
“10% of that job is basically this really fun part of just pure problem solving, thinking about what you want to build, being creative, like understanding the different solutions, deciding, okay, what architecture makes sense here? How exactly am I going to, yo…”
Scott Wu Mar 27, 2026 ▶ 17:58 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Mar 27, 2026 positive
Assertion Not checkable as stated
Kaplan: Major regulated firm automatically resolves 70% of security alerts with Devin
“One of the largest regulated firms in the world, they do very thorough sort of security vulnerability scanning on their code... And they're remediating 70% of these automatically now in production with Devon.”
Russell Kaplan Mar 27, 2026 ▶ 25:24 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Mar 27, 2026 positive
Disclosure
Kaplan: Cognition has dozens of FedRAMP deployments across military and primes
“Right now we have dozens of kind of fed ramped deployments of cognition both with agencies and with primes. You know, we work with US Army, US Navy, the Treasury we work with folks like Palantir, with Andrel and other primes”
Russell Kaplan Mar 27, 2026 ▶ 34:14 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Mar 27, 2026 positive
Assertion Not checkable as stated
Kaplan: Cognition measured 6x to 12x productivity gains with Devin in 2024
“And, you know, relatively quickly by like late 20, 24, we were measuring You know, somewhere between a six to 12 x productivity gain for those types of projects. Meaning that, you know, one hour of human time spent managing Devin was worth like six to 12 hours…”
Russell Kaplan Mar 27, 2026 ▶ 24:15 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Mar 27, 2026 bullish
Prediction Not checkable as stated
Kaplan: Software will enter hyper-deflation and output will jump 1000x
“We're going to enter this like hyper deflationary cycle of software where it's so easy to build. It's so abundant. That doesn't mean that people are going to, you know, stop producing software. They're actually going to produce thousands of times more software…”
Russell Kaplan Mar 27, 2026 ▶ 22:21 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Mar 27, 2026 positive
Disclosure
Kaplan: Cognition hires 17- and 18-year-olds for engineering
“The engineering team, we have seventeen-year-olds, we have eighteen-year-olds, we have really young folks, and then but we'll take anyone at any age as long as they're ready to grind and ready to have a big impact.”
Russell Kaplan Mar 27, 2026 ▶ 2:21 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Mar 27, 2026 bullish
Disclosure
Scott Wu: Cognition engineers no longer type code
“For us at Cognition, for example, our engineers don't type code anymore.”
Scott Wu Mar 27, 2026 ▶ 14:43 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Mar 27, 2026
Disclosure
Wu: Cognition acquired Windsurf and shares engineers across both products
“We bought Windsurf, you know, seven, eight months ago at this point, but like, we don't have a distinction of like, oh, this person's an engineer working on Devon or this person's engineer working on Windsurf. Like a lot of the same people should be people who…”
Scott Wu Mar 27, 2026 ▶ 8:13 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Mar 27, 2026 positive
Assertion Supported
Wu: Cognition works with Citibank and Santander
“We've been working with a lot of the biggest companies in the world, you know, Citibank, Santander and so on.”
Scott Wu Mar 27, 2026 ▶ 9:20 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Mar 27, 2026
Assertion Not checkable as stated
Kaplan: Every engineer on Cognition's special projects team is a former founder
“We have one team at the company they're called special projects engineers. And basically every person on that team is a former founder, like every single one.”
Russell Kaplan Mar 27, 2026 ▶ 49:41 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Mar 27, 2026 bullish
Assertion Not checkable as stated
Wu: Cognition's early 2026 Devin usage surpassed all of 2025
“Today's March ninth, and we actually, at this point, have already done more Devon sessions in our customers in 2026 than we had in 2025. And so basically over the last like two months and change, we've already done more Devon usage in total than we had in all …”
Scott Wu Mar 27, 2026 ▶ 8:49 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Jul 9, 2026 positive
Assertion Not checkable as stated
Kaplan: Every engineer on Cognition's special projects team is a former founder
“We have one team at the company they're called special projects engineers. And basically every person on that team is a former founder, like every single one.”
Russell Kaplan Jul 9, 2026 ▶ 6:55 Why AI is Bigger Than the Industrial Revolution
Jul 9, 2026 bullish
Prediction Not checkable as stated
Scott Wu: AI coding will shift toward proactive, event-driven autonomous work
“So you're gonna see a lot more, I think, proactive work. You're gonna see a lot more basically like event-driven kickoff work where it's, it doesn't have to be human that's moderating it every step of the way.”
Scott Wu Jul 9, 2026 ▶ 4:14 Why AI is Bigger Than the Industrial Revolution
Jul 9, 2026 bullish
Assertion Not checkable as stated
Scott Wu: Agent-forward engineers see 5x to 10x productivity gains
“I think right now, you know, you have this core group of, we'll call it like agent forward engineers, right? Or agent forward companies that understand how to use this and they are seeing these, you know, five X, 10 X productivity games as a result.”
Scott Wu Jul 9, 2026 ▶ 1:31 Why AI is Bigger Than the Industrial Revolution
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