There's a reason
@cognition keeps winning deals against companies 10x their size.
@vvkgopalan sat down with
@theodormarcu,
@bryceehunt and
@moritz_stephan (all former founders!) to discuss hiring philosophy, infinity stories, enterprise coding agents, and what it actually takes to compete.
(00:00) Introduction
(03:45) Cognition team & hiring philosophy
(06:00) Infinity stories
(13:15) Product surface area and future goals
(17:20) Activation energy, experimentation, and customer-driven innovation
(19:00) Adoption, operational changes, and ownership
(22:05) Vibe coding hot takes
(24:15) AI-first engineering organizations and managing AI agents
(28:40) Future of software engineering roles and misconceptions about Devin
(30:00) Model development, learnings, and Cognition's journey in vertical integration
(38:10) What should you do as a new grad?