BREAKING: Devin now writes ~95% of Devin's code
Scott Wu (
@ScottWu46), CEO of
@cognition says the abundance era of AI is real & coming soon..
FULL INTERVIEW
Cog Stats:
› $2.5B raised, $26B valuation
› $500M+ run rate, up from $37M LY
› Customer usage is up 11x-12x in 6 months
› Total code shipped inside Cognition has grown 7x
› Devin writes ~95% of Cog's code, up from 89% at May Series D
› The entire Windsurf acquisition was negotiated over 1 weekend, ~40 people buying a 200 person company with $82M of ARR
› Goldman Sachs, Mercedes-Benz, Citi, Dell, Santander, NASA, the US Navy & the US Army all run Devin
R I P : "The tokenmaxx era lasted from January to May of 2026, roughly."
"I'm excited to have AI that allows me to spend all of my time & focus on the things that I care about & take care of the rest. I think the abundance era is real, & I think we'll be there pretty soon."
Recorded 7 July 2026. On 23 July 2026 Cognition acquired Poke maker The Interaction Company
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Scott Wu, Co-Founder & CEO at Cognition
(01:00) The Identity crisis of building Devin
(01:42) How Cognition 7X-ed its output in 6 months
(02:55) The Metric every AI company gets wrong
(04:18) Cognition's 12x growth curve
(07:46) The Windsurf acquisition
(13:26) Scaling overnight: Cognition's hardest week
(15:11) The strategy behind the integration of Cognition products
(17:23) Cognition's M&A playbook
(20:01) Why the DMV is Cognition's next big target
(22:59) Why Cognition bet against AI centralization
(25:09) Why enterprises refuse to bet on a single AI lab
(28:32) Scott's honest take on Superintelligence
(32:36) Is Silicon Valley losing its mind over the AI gold rush?
(33:26) Devin's origin story
(37:17) The question Scott thinks nobody's asking yet
(39:59) Poker with Peter Thiel & Napoleon ?
(41:24) Scott's vision for the next year