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rebecca

T3 · host / generalist

Covers venture capital and startup funding, broke the Cognition AI funding round at $47B valuation.

1 call·1 name·100% bull·last heard 23 days ago·Bloomberg Tech
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$COGNITIONCognition

Cognition AI coding startup raises at $47B valuation, 2x in 3 months with $900M ARR

Cognition's annualized revenue surged from $492M to over $900M in three months, driving massive investor interest ($10B+ demand for $1B round) and a valuation jump from $26B to $47B, while rejecting SpaceX acquisition offer to remain independent.

Bloomberg Tech2026-09episode →

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$COGNITION
Cognition
HIGHrebecca·Bloomberg Tech·23 days ago·Nvidia Nears $14 Billion Hugging Face Deal | Bloomberg Tech 09/02/2026
Cognition AI coding startup raises at $47B valuation, 2x in 3 months with $900M ARR
Cognition's annualized revenue surged from $492M to over $900M in three months, driving massive investor interest ($10B+ demand for $1B round) and a valuation jump from $26B to $47B, while rejecting SpaceX acquisition offer to remain independent.
"COGNITION JUST RAISED A $26 BILLION VALUATION IN MAY. THIS IS A MASSIVE JUMP FROM THAT YOWFSLY AND THERE HAS BEEN A TON OF INVESTOR INTEREST IN THIS ROUND. THE ROUND IS LOOKING TO…"
14:44
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