Cognition宣布已成为全球最大的独立智能体实验室。公司完成超10亿美元融资，估值达260亿美元，由Lux Capital、General Catalyst等领投。其企业使用量自年初增长超10倍，年化收入增至4.92亿美元。Cognition于两年前推出Devin，定位为首个AI软件工程师。公司强调其拥有多项领先优势，包括首个编码智能体、顶级代码审查能力等，并得到了Peter Thiel的重大投资。
Devin 母公司 Cognition 完成 10 亿美元融资，估值 260 亿，年度经常性收入近 5 亿美元，这是 agent 赛道从故事走向现金流的拐点，swyx 对「first mover 加两年规模化」的分析比数据本身更有看点。
cognition is now the largest independent agent lab in the world. take the 200% utilization that everyone is hitting from this chart and run out the sales growth from this, i encourage you to go thru the exercise if you are new to investing
a lot of you have read my cog initation post, but when i talk to people they do not sufficiently appreciate that this is the perfect storm of all the trends:
- first* koding agent
- first* cloud dev infra
- best reviewed code review/security guy
- first* llm wiki knowledge base
- s-tier GTM
- most IOI golds
- somehow also cracked at Smash Bros and Poker
agent lab gets you:
- long model diversity
- long reasoning/toolcalling models
- long harnesses
- long domain specific RLFT
- long coding data/expertise/evals
- long full agentic SDLC
- chief partner to CIOs in combating tokenmaxxing slop from humans and from agents
- SOTA foodbench from house chefs
and this is why you can see this is Peter Thiel's biggest AI bet
*i dont like "first" as an adjective, but "first + 2 years of serious scaling" really serves as a shorthand for "most enterprise battle tested" - see customer list in screenshot - literally 10s of thousands of devs, 10s of thousands of repos, PER CUSTOMER is the kind of weight I put on the simple word "first"
1/ We’ve raised over $1B at a $26B valuation, led by @Lux_Capital, @generalcatalyst, and @8vc. Our enterprise usage has grown >10x since the start of this year, and our run-rate revenue grew to $492 M. We launched Devin two years ago as the first AI software engineer. Since then, cloud agents have gone from niche to mainstream, and today they are the fastest growing way to create software.在 X 查看被引用的帖子
来源：swyx · x.com