Joe Lonsdale

Guest on the All-In podcast · commentary only

Commentary — not scored

Joe Lonsdale weighed in on the companies below but never made an explicit position call, so there’s nothing to score — these takes are recorded as commentary.

In their words

Cognition / Devin→Bullish

“I'm in Cognition. I think a lot of my companies using Devin. It's actually just crushing it. This stuff's getting 10, 15% better every month.”

E218· Mar 8, 2025