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$COGNITION · Bullish on Cognition's elite team of Olympiad winners competing in AI coding agents despite foundational model competition
now playing · $COGNITION
$OPEN···bullish· high· posjd ross
Opendoor becoming most AI-intensive company outside labs, meme stock enables talent transformation
New CEO Cass is deploying AI at every level of Opendoor, making it the most AI-pilled company outside AI labs; the meme stock moment attracted top talent that creates real value.
$WITH-COVERAGEbullish· high· posjd ross
AI-native insurance brokerage replacing traditional brokers, targeting $200-400B fee pool with profitable growth
With Coverage replaces insurance brokers with AI-driven risk management, automating data-entry work done by $100-200k employees; already profitable while growing, saving clients 1…
$COGNITIONbullish· mediumjd ross
Bullish on Cognition's elite team of Olympiad winners competing in AI coding agents despite foundational model competition
Cognition's team of 20+ gold medal Olympiad winners in physics/math could build a defensible AI coding agent even as foundational model companies attack the space; only teams with…