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Cognition

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Cognition develops Devin, an autonomous AI software engineer, and the Windsurf coding environment.

sentiment mix
bull 91%bear 0%neu 9%

funding rounds

private markets
latest round
Primary
Mar 2025 | not disclosed
post-money valuation
$4B post-money
+100% vs 2024 round
total raised
$196M+ disclosed
2 disclosed rounds | updated 2026-07-09
round progression
Primary
Apr 2024
$175M
Primary
Mar 2025
not disclosed
lead investors
  • 8VClead
dateroundamountvaluationinvestors
Mar 2025Primarynot disclosed$4B post-money8VC
Apr 2024Primary$175M$2B post-moneyFounders Fund

signal summary

latest high-conviction thesis
South Park Commons GP: 'Back up the truck' on Cognition, will write biggest possible checks across rounds▾

Scott Wu's Cognition represents the kind of ambitious AI-native company South Park Commons' new fund is designed to back aggressively, with Aditya Agarwal committing to maximum follow-on investment and deep ecosystem support.

aditya agarwalT1Bloomberg Tech2026-08-10
confidence 88 / 100impact High
key themes
  • AI Economics & Business Models71%
  • AI Agents63%
  • AI Infrastructure63%
  • Venture Capital54%
  • Enterprise AI Adoption46%

bull thesis · 30

90 / 100
  • •Cognition's Devin agent moves from prototype to production with orchestration focus
  • •Lonsdale: Cognition is one of the most important AI companies, three funding rounds in a year since 8VC investment
  • •Cognition CEO argues independence enables model-neutral AI coding agent platform

bear thesis · 0

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  • — none —

company research · 3 videos

mentions · 33

TBPNGG Navier Stokes, Math Wars, Greg Brockman Joins, Scott Wu Joins, The Seufenator Joins1 mentions · 1▲ 0▼ 0○ · 17 days ago
0:0032:001:05:001:37:002:10:00
Bloomberg TechNvidia Nears $14 Billion Hugging Face Deal | Bloomberg Tech 09/02/20261 mentions · 1▲ 0▼ 0○ · 23 days ago
0:005:0010:0015:0020:00
TBPNWE'RE BACK: Meta Addiction, Jalapeño, Tim Cook's Last Day, Flocked1 mentions · 0▲ 0▼ 1○ · 25 days ago
0:0012:0025:0037:0050:00
Bloomberg TechAlibaba's AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/20262 mentions · 2▲ 0▼ 0○ · last month
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Bloomberg TechIntel Raises Cash, Apple Gets Downgraded | Bloomberg Tech 8/10/20263 mentions · 3▲ 0▼ 0○ · 2 months ago
0:0012:0025:0037:0050:00
20VCThe AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:0011:0022:0033:0045:00
Invest Like The BestWhy the Markets Are Pricing AI Wrong | Gavin Baker3 mentions · 3▲ 0▼ 0○ · 2 months ago
0:0018:0037:0056:001:15:00
TBPNSpoon = Bent, Apple vs OpenAI, Snap Rips, Ads in BMW, The Most Feared (John B. Quinn) Live2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0036:001:12:001:48:002:25:00
Joe LonsdaleWhy AI Creators Keep Panicking (They're Wrong)2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
Sourcery VCInside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
TBPNAMD CEO Lisa Su Live on TBPN1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:0020:0040:001:00:001:20:00
Sourcery VCData is Back: MongoDB, Databricks, Snowflake1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
Bloomberg TechAI Selloff, Apple vs. OpenAI & the Future of Defense Tech | Bloomberg Tech 7/13/20262 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0012:0025:0037:0050:00
Joe LonsdaleWhy AI is Bigger Than the Industrial Revolution1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:005:0010:0015:0020:00
Sourcery VCBenchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:008:0017:0026:0035:00
TBPNJake Paul Thinks We'll Live Forever1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:007:0015:0022:0030:00
20VCInside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:0011:0022:0033:0045:00
20VCAnthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:0010:0020:0030:0040:00
Limitless PodcastIt's Time to Stop Ignoring Meta1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:005:0010:0015:0020:00
Joe LonsdaleHow AI Agents Are Creating 12X Productivity Gains1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:008:0017:0026:0035:00
Joe LonsdaleHow to Use AI in 2026: Opendoor Founder's Advice1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:007:0015:0022:0030:00
Joe LonsdaleTop Tech Investors: This AI Wave Is 10X Bigger Than SaaS1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:007:0015:0022:0030:00
Invest Like The BestInside General Atlantic: How a $100B Growth Equity Firm Invests1 mentions · 1▲ 0▼ 0○ · 10 months ago
0:005:0010:0015:0020:00
Invest Like The BestThe Future of AI Agents | Jesse Zhang Interview1 mentions · 1▲ 0▼ 0○ · last year
0:0018:0037:0056:001:15:00