Co-founder of Cognition, an AI coding agent company. Former founder hired by Joe Lonsdale in a previous venture. Leads a team of 20+ Olympiad gold medalists building autonomous software engineering agents.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
OpenAI, Anthropic, and Google will vertically integrate into the highest-value application layers (legal, coding, professional services) by tracking token usage and attacking those surfaces, similar to Google capturing high-value search verticals.