AI startup developing autonomous software engineering agents, notably the Devin AI coding assistant.cognition.ai ↗
1 take · first discussed Mar 8, 2025
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
The only view represented comes from guest Joe Lonsdale, an investor in Cognition, who holds a bullish, medium-conviction stance on the company's AI coding agent, Devin. He argues that Devin is performing strongly in practice — with portfolio companies actively using it — and is compounding in capability at roughly 10–15% improvement per month. No other hosts offered views on Cognition, so there is no agreement or disagreement to note; the synthesis reflects Lonsdale's perspective alone.
Joe Lonsdale, an investor in Cognition (maker of Devin), says its AI coding agent is 'crushing it' and improving 10-15% monthly, expressing high conviction in its trajectory.
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.”1:31:28