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Cognition AI

also referred to as: cognition

14 statements across 4 episodes · 9 bullish · 0 bearish · 4 people on the record · first statement Jul 23, 2025 by Rune Kvist · said 42 times in 14 episodes since 2025 · across every show →

Mentions by year

brought up most by Molly O'Shea (18), Scott Wu (4), Justin Fishner-Wolfson (4), Ev Randle (3), Elad Gil (3), CJ Desai (2), Trae Stephens (1), Rune Kvist (1)

tap a year for its mentions
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002541020252026episodesmentions per episode
2026 36 mentions in 10 episodes 4 per episode
2025 6 mentions in 4 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Cognition AI, oldest first

Jul 23, 2025 positive
Disclosure
AIUC is collaborating with AI agent unicorns Ada and Cognition
“So that's where we're starting to work with AI agent unicorns, like ADA, like cognition, solving their problems.”
Rune Kvist Jul 23, 2025 ▶ 49:57 Nat Friedman Leads $15M in Superintelligence Insurance Company | AIUC · Sourcery with Molly O'Shea
Dec 18, 2025 bullish
Disclosure
Stephens: Founders Fund holds a large position in Cognition
“Cognition, the AI coding company is a large position for us.”
Trae Stephens Dec 18, 2025 ▶ 28:56 Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA · Sourcery with Molly O'Shea
Jul 20, 2026 positive
Assertion Not checkable as stated
O'Shea: Cognition AI's Devin Spun Up MongoDB as Its First Task
“The first task that Devin did was spin up MongoDB.”
Molly O'Shea Jul 20, 2026 ▶ 1:47 Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea
Jul 27, 2026 bullish
Assertion Not checkable as stated
Wu: Devin customer usage grew 11x to 12x in six months
“Our customers in the last six months or so, I've also grown their usage in something in the range of like, 11 to 12 acts, and of Devin.”
Scott Wu Jul 27, 2026 ▶ 4:23 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
Jul 27, 2026 bullish
Insight
Scott Wu: The real AI unlock in software is capacity, not efficiency
“I think the real unlock is not in efficiency, but in capacity, right? It's like, what can we do if we can build so much more?”
Scott Wu Jul 27, 2026 ▶ 38:32 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
Jul 27, 2026
Assertion Not checkable as stated
Wu: Roughly 30 of Cognition's First ~50-60 Employees Were Former Founders
“Our first, like, you know, 56 people, I think like 30 of us were, had founded a company before this”
Scott Wu Jul 27, 2026 ▶ 17:46 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
Jul 27, 2026 bullish
Assertion Not checkable as stated
Wu: Cognition's shipped code increased roughly 7x in six months
“Even in the last six months, I think the number for us was like, our total amount of code shipped is roughly seven X in that time. And so it's like the number of PRs we've shipped, the amount of code”
Scott Wu Jul 27, 2026 ▶ 2:13 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
Jul 27, 2026 positive
Assertion Not checkable as stated
Wu: Devin's breakthrough first task was autonomously fixing a MongoDB setup
“And, like, Devin just ran a bunch of stuff for a few minutes, and then fixed it. And then, like, sent Walden a message, like, hey, I got it, it's up now. Walden didn't really, he didn't really believe it at first. I think we still have the video recording of t…”
Scott Wu Jul 27, 2026 ▶ 36:24 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
Jul 27, 2026 neutral
Insight
Wu: Rapid model leadership shifts deter enterprises from single-vendor lock-in
“Obviously, the way enterprises work is they want to have long-term partnerships, and frankly, it's just hard to know what's going to happen in the long term, right? Like, who even is going to have the best model in six months, or 12 months, or whatever, and I …”
Scott Wu Jul 27, 2026 ▶ 25:40 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
Jul 27, 2026
Assertion Not checkable as stated
Wu: Cognition Offered to Play Thiel's Firm in Poker for 1% Equity
“Since you're such a big fan of poker, you know, we can just play a heads-up poker match for that, and we can have the winner decide whose terms we actually sign. It would have been for, in retrospect, it would have been for, like, one percent of the company or…”
Scott Wu Jul 27, 2026 ▶ 40:53 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
Jul 27, 2026 bullish
Assertion Not checkable as stated
Wu: Cognition writes roughly 95% of its code using Devin
“Obviously we use a ton of Devon to build Devon. In fact, we almost exclusively use Devon to build Devon at this point, like, 95% of the code or something's written by Devon.”
Scott Wu Jul 27, 2026 ▶ 2:00 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
Jul 27, 2026
Assertion Not checkable as stated
Cognition Had $70M–$80M ARR and 35–40 People When Buying Windsurf
“Cognition at the time was all of 35 or 40 people and we had a meaningful business with, you know, real traction. We were doing in the range of 70 or eighty million of revenue run rate at the time but it was a very small team. Windsurf, on the other hand becaus…”
Scott Wu Jul 27, 2026 ▶ 13:28 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
Jul 27, 2026 bullish
Insight
Scott Wu: Coding IDEs and AI agents must share persistent codebase context
“The really good coding IDE products, you know, the tool that you're kind of like sitting in and like using to look at the code itself versus the agent product, which is kind of that almost the engineer that you can delegate. You obviously want this to be very …”
Scott Wu Jul 27, 2026 ▶ 9:49 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
Jul 27, 2026
Assertion Supported
Cognition completed the Windsurf acquisition over a single weekend
“We got in touch with the Windsurf team that evening, so it was Friday evening, and then basically over the course of that weekend we, Worked out the entire acquisition together. So, by Monday morning, we had the announcement ready to go.”
Scott Wu Jul 27, 2026 ▶ 10:49 Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
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