Cognition AI, every mention

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every year anyone Molly O'Shea 18Scott Wu 4Justin Fishner-Wolfson 4Ev Randle 3Elad Gil 3CJ Desai 2Trae Stephens 1Rune Kvist 1Michael Barton 1

Verbatim, from the transcripts: the passages where Cognition AI comes up

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AssemblyAI Now Handles 4x YouTube's Daily Volume Jul 31, 2026 · 1 mention

  • ▶ 45:39 Molly O'Shea If you enjoyed this conversation, you're gonna love the rest of the RAISE series with Tony Kim from BlackRock, Scott Wu from Cognition, Andrew Feldman from Cerebrus, Rodrigo Liang from Salmonova, Michael Hurlston from Lumentum, CJ Desai…

Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea Jul 29, 2026 · 1 mention

  • ▶ 23:08 Molly O'Shea If you enjoyed this conversation, you're gonna love the rest of the RAZED series with Tony Kim from BlackRock, Scott Wu from Cognition, Andrew Feldman from Cerebrus, Rodrigo Liang from Salmanova, Michael Hurlston from Lumentum, CJ Desai…

Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea Jul 27, 2026 · 18 mentions

  • ▶ 0:00 unnamed speaker Cognition has raised over a billion dollars. 5 times in the scene
  • ▶ 1:45 Molly O'Shea I'm excited to talk through, um, the state of cognition and autonomous coding agents today.
  • ▶ 8:12 Molly O'Shea I want to go back in time because cognition played a pretty big role 4 times in the scene
  • ▶ 12:19 Scott Wu The old Cognition, or the old Windsurf, or do they join after, you know, that time, and it's kind of like, yeah, it's, it's been, it's been really nice in that time.
  • ▶ 13:28 Scott Wu Yeah, um, no, that was a real process, and by the way, one of the things that was tricky about that process is cognition at the time was all of 35 or 40 people, um, and we had a meaningful business with, you know, real traction. 2 times in the scene
  • ▶ 20:15 Molly O'Shea Cognition remains independent, so much so that you spent Independence Day at D.C., in D.C.? 3 times in the scene
  • ▶ 40:18 Scott Wu There was a round that, it was one of the earliest rounds of Cognitive, so this is, like, this is, like,
  • ▶ 42:39 Molly O'Shea With Tony Kim from BlackRock, Scott Wu from Cognition, Andrew Feldman from Cerebrus, Rodrigo Yang from Salmonova, Michael Hurlston from Lumentum, CJ Desai from MongoDB, and many, many more like our hot takes that we did at a secret…

BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea Jul 24, 2026 · 1 mention

  • ▶ 1:07:55 Molly O'Shea If you enjoyed this conversation, you're going to love the rest of the RAISE series with Tony Kim from BlackRock, Scott Wu from Cognition, Andrew Feldman from Cerebris, Rodrigo Yang from Salmonova, Michael Hurlston from Lumentum, CJ Desai…

Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea Jul 20, 2026 · 3 mentions

  • ▶ 1:34 CJ Desai Scott at Cognition, and we were talking and we said, next week, should we meet in California?
  • ▶ 18:35 CJ Desai Being with customers who are driving innovation, like even just today, we talked about cognition, but just talking to Scott and understanding what's his vision and how he's helping with migrations with financial services company, whether…
  • ▶ 42:22 Molly O'Shea If you enjoyed this conversation, you're gonna love the rest of the RAISE series with Tony Kim from BlackRock, Scott Wu from Cognition, Andrew Feldman from Cerebris, Rodrigo Liang from Salmonova, Michael Hurlston from Lumentum, CJ Desai…

Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea Jul 17, 2026 · 1 mention

  • ▶ 59:07 Molly O'Shea If you enjoyed this conversation, you're gonna love the rest of the RAISE series with Tony Kim from BlackRock, Scott Wu from Cognition, Andrew Feldman from Cerebrus, Rodrigo Liang from Salmonova, Michael Hurlston from Lumentum,

Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea Jul 13, 2026 · 1 mention

  • ▶ 32:11 Molly O'Shea If you enjoyed this conversation, you're going to love the rest of the RAISE series with Tony Kim from BlackRock, Scott Wu from Cognition, Andrew Feldman from Cerebrus, Rodrigo Liang from Salmonova, Michael Hurlston from Lumentum,

Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · Sourcery with Molly O'Shea Jun 29, 2026 · 3 mentions

  • ▶ 24:30 Ev Randle Um, decoding agents in Cloud Code, Codex, or Cognition, or any of these other products.
  • ▶ 29:31 Ev Randle Um, and so I think what you're seeing, uh, and, you know, Cognition published some work on this as well, where 2 times in the scene

SpaceX IPO: Inside the Firm That Owns 1% · Sourcery with Molly O'Shea Jun 14, 2026 · 6 mentions

  • ▶ 0:09 Molly O'Shea You invested into SpaceX, Palantir, Uber, Andrel, Gusto, Cognition, Ramp, and Hadrian.
  • ▶ 1:53 Molly O'Shea So, you invested into SpaceX, Palantir, Uber, Andrel, Gusto, Cognition, Ramp, and Hadrian.
  • ▶ 17:05 Justin Fishner-Wolfson I mean, I think Cognition's in a really interesting spot right now because they're sort of the last independent, you know, company in the space, and I think there's a lot of value, right? 3 times in the scene
  • ▶ 17:45 Justin Fishner-Wolfson I mean, there's a lot of reasons to be excited about cognition, but that's one of them.

Inside Jake Paul’s Empire: $200M Boxing Earnings to $65M+ Tech Investing · Sourcery with Molly O'Shea Feb 11, 2026 · 1 mention

  • ▶ 20:45 Molly O'Shea To the fund and have a portfolio of names like physical intelligence, open AI, cognition, etc, etc.

Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA · Sourcery with Molly O'Shea Dec 18, 2025 · 1 mention

Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea Oct 23, 2025 · 1 mention

  • ▶ 26:16 Michael Barton You have these companies that are generating a lot of revenue today, uh, Curser, um, you know, Windsor, before they got acquired, like, there are companies, cognition, like, there are companies generating a lot of revenue, and that's sort…

Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea Oct 17, 2025 · 3 mentions

  • ▶ 16:51 Elad Gil Um, or something that industry shifts and then it, it sort of crystallizes and you're like, oh wow, like Cognition is now competing with Cursor. 2 times in the scene
  • ▶ 32:23 Elad Gil You look at ChatGPT, you look at cursor, you look at cognition, you look at all these things.

Nat Friedman Leads $15M in Superintelligence Insurance Company | AIUC · Sourcery with Molly O'Shea Jul 23, 2025 · 1 mention

  • ▶ 49:57 Rune Kvist So that's where we're, we're starting to work with AI agent unicorns, like ADA, like cognition, solving their problems.
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