Cognition AI develops Devin, an autonomous AI software engineer capable of completing end-to-end coding tasks.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 host view on record comes from guest Joe Lonsdale, who holds a medium-conviction bullish stance on Cognition, the maker of AI coding agent Devin, disclosing he is personally invested in the company. His thesis rests on rapid, compounding month-over-month performance gains — he estimates 10–15% improvement per month — and firsthand adoption across his portfolio companies. No other hosts offered a view on Cognition, so there is neither agreement nor disagreement to note among the regular panel.
Joe Lonsdale discloses he is invested in Cognition (maker of AI coding agent Devin) and cites its rapid month-over-month improvement as evidence it is a strong bet in the AI code-generation space.
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