
Introducing Devin 2.0: a new agent-native IDE experience. Generally available today starting at $20. 🧵👇
Arjun Mishra
1.3K posts

@Colhodm
refuse to join any club that would have me as a member pay to see building @ cognition

Introducing Devin 2.0: a new agent-native IDE experience. Generally available today starting at $20. 🧵👇

Scott Wu is the co-founder of Cognition AI, one of the fastest-growing companies in history. He’s also the greatest competitive programmer the US has ever produced. You may have seen him doing impossible card tricks and mental math. You’ve never seen him asked about weed, Michael Jordan, cancer, and human consciousness over a punnet of strawberries. That is what Colossus editor-in-chief Jeremy Stern did on a recent visit to San Francisco. For those less familiar with @ScottWu46: In 2nd grade, he entered a math competition for 7th graders, lost, and was so furious he still fumes about it 20 years later. The next year he entered the 9th-grade division as a 3rd-grader and got a perfect score. Then he won first place at the US national middle-school math competition and three straight gold medals at the International Olympiad in Informatics, where he became the greatest American gold-medalist and coach in history. Most of the people running the biggest AI companies met as teenagers, competing for their countries on international math and science teams. OpenAI’s Greg Brockman, Anthropic’s Dario Amodei, Meta’s Alexandr Wang, to name just a few. Most agree that the von Neumann among them was Scott Wu. In November 2023, a few weeks after his mother died of lung cancer, on the day Sam Altman was fired from OpenAI, Wu founded his own AI company: Cognition. He was 26 and saw earlier than almost anyone that AI would converge on agents that work in the background, 24/7, like coworkers. He shipped Cognition’s AI software engineer Devin in March 2024. It worked poorly, and he took intense public criticism for it. Now, in its first 18 months of service, Devin has generated $445 million of revenue run rate and usage has doubled every eight weeks. The US Army, Goldman Sachs, and Mercedes-Benz are all customers. Cognition is raising at a valuation around $25 billion. @JeremySternLA sat down with Wu, the emperor of the nerds, to ask the questions we’d all ask one of the smartest people in America—building the most consequential technology of our generation—if we ever got the chance. As well as MJ and weed, they talk about the cluster of competitive math prodigies behind so much of AI, what makes us human when AGI arrives, and why Wu believes he was put on this earth to teach AI how to code. Read the piece below.


Scott Wu is the co-founder of Cognition AI, one of the fastest-growing companies in history. He’s also the greatest competitive programmer the US has ever produced. You may have seen him doing impossible card tricks and mental math. You’ve never seen him asked about weed, Michael Jordan, cancer, and human consciousness over a punnet of strawberries. That is what Colossus editor-in-chief Jeremy Stern did on a recent visit to San Francisco. For those less familiar with @ScottWu46: In 2nd grade, he entered a math competition for 7th graders, lost, and was so furious he still fumes about it 20 years later. The next year he entered the 9th-grade division as a 3rd-grader and got a perfect score. Then he won first place at the US national middle-school math competition and three straight gold medals at the International Olympiad in Informatics, where he became the greatest American gold-medalist and coach in history. Most of the people running the biggest AI companies met as teenagers, competing for their countries on international math and science teams. OpenAI’s Greg Brockman, Anthropic’s Dario Amodei, Meta’s Alexandr Wang, to name just a few. Most agree that the von Neumann among them was Scott Wu. In November 2023, a few weeks after his mother died of lung cancer, on the day Sam Altman was fired from OpenAI, Wu founded his own AI company: Cognition. He was 26 and saw earlier than almost anyone that AI would converge on agents that work in the background, 24/7, like coworkers. He shipped Cognition’s AI software engineer Devin in March 2024. It worked poorly, and he took intense public criticism for it. Now, in its first 18 months of service, Devin has generated $445 million of revenue run rate and usage has doubled every eight weeks. The US Army, Goldman Sachs, and Mercedes-Benz are all customers. Cognition is raising at a valuation around $25 billion. @JeremySternLA sat down with Wu, the emperor of the nerds, to ask the questions we’d all ask one of the smartest people in America—building the most consequential technology of our generation—if we ever got the chance. As well as MJ and weed, they talk about the cluster of competitive math prodigies behind so much of AI, what makes us human when AGI arrives, and why Wu believes he was put on this earth to teach AI how to code. Read the piece below.

Cognition is partnering with @MercedesBenz to accelerate software engineering across their global engineering teams, representing one of the most extensive deployments of AI software engineering in the automotive industry to date. @ScottWu46 sat down with Katrin Lehmann, Mercedes-Benz CIO, to discuss the work:



Reupping the @devinai explainer now that everyone is suddenly loving kloud koding because @ryancarson said so (btw devin usage has grown >50% MoM every month this year, it has shocked even scott)



We’ve raised over $400M at a $10.2B post-money valuation to advance the frontier of AI coding agents. The round was led by Founders Fund with other existing investors including Lux, 8VC, Neo, Elad Gil, Definition Capital, and Swish VC all doubling down. We’re also joined by new investors including Bain Capital Ventures and D1 Capital. Two of our early investors, Christian Lawless of Conversion Capital and Emily Cohen of Neo, have even joined our team full-time.


We raised $85M. It's taken 4 years to get to this moment. Exa began as a gnawing itch. What if Google was outdated? What if you could use transformers to build perfect search over all the world’s information? What if we were the ones who did it? In 2021, this sounded crazy to most people I talked to. So we did YC, bought a million dollar GPU cluster, trained transformer models for years, made some serious breakthroughs, built a search API, grew our customer base to thousands, grew our team to 35 people, shipped the highest quality search for LLMs in the world (Exa API), shipped the most comprehensive search in the world (Websets), shipped the fastest search API in the world (Exa Fast), and now raised a Series B. Exa doesn’t sound so crazy to people anymore. With this funding, that original itch has turned into a feeling of duty. It’s not just a dream anymore. Exa is well-positioned to completely transform the way we find information as a society. The stakes could not be higher. As our species plunges headfirst into an increasingly chaotic AI world, misinformation will be rampant and quality information will become ever harder to find. Social media, news orgs, and traditional search engines are not equipped to handle the information overload from this new era. Exa is. Exa was built to be search infrastructure for this AI world. Unlike incumbents, we have no ads, meaning our incentives are purely to serve our users with the highest quality information. And unlike other startups, we spent years building our own search engine from scratch and making it customizable, meaning our users can get customized control over the world’s information. The next stage of Exa will be achieving the dream of perfect search. What this means is that we will handle literally any information request. Ex. “What’s the total number of articles about web search that came out in the past year”. To truly organize the world’s information, we’ll need to: 1. Gather all the world’s information 2. Develop methods to preprocess it such that it can be retrievable with any query no matter how complex The first step is building 10x larger scale indexing/processing infrastructure, training/researching novel embedding models on a 5x bigger GPU cluster, and customizing our product for tens of thousands of new customers around the world. Does this all sound crazy? Exactly. It’s the crazy ones who'll do it.

Would Lovable have grown nearly as fast if the term “vibe coding” hadn’t entered the zeitgeist? I don’t think so. Some of the fastest-growing startups create or attach themselves to culturally relevant language.
