Frankly I think this is the reason Devin is having such a comeback Nobody is really doubting the productivity gains of AI, and I would guess that companies would still be willing to pay the exponential if they must... But token spend is scaled and open source is now really good. It makes sense we are now spending energy to curb the runaway train Extreme high-growth startups are only now thinking about token spend, but this has been an enterprise (read: Publicly Traded Company) concern since day 1 Want to understand how Cognition so quickly grabbed all the big banks and giant Fortune 100 enterprises as customers? Aligned incentives is the answer. 1. Being an independent company Because we are not a model lab with $100B+ raised and $1T+ of data center commitments, we don't need to "catch up" by selling increasingly more expensive tokens Nor do we need to push a specific model family to make margins. Our only calculus is - "Is this the best model for the job?" - "Can we make the user more productive?" - "Can we save the user money?" (increasingly) This comes in the form of post-training research (building cheap + specifically tuned coding models) + new coding evals (FrontierCode benchmarks) + model routing (a lot behind-the-scenes of Devin's cloud harness). You should be skeptical of an Italian restaurant pushing the expensive market price specials. Just like you should be skeptical of a model lab pushing the newest most expensive model 2. Enterprise cost controls As a pre-requisite to selling enterprise contracts to the biggest companies in the world, you need really good spend controls. These banks and big conglomerates have been token-sensitive since day 1. They saw the writing on the exponential. For this reason, Devin has the most complete & robust spend controls of any coding agent on the market. The boring stuff of orgs, users, scopes, limits. But it matters. 3. AI Productivity alignment Cognition has an "AI Productivity Guarantee" That means if Devin delivers less engineering value than you’re paying for, Cognition will fund your usage until it does, up to $10 million. This is the tip of the iceberg and the one thing about Cognition that has been most novel to me since joining. Everything (and I mean everything) in our GTM motion is oriented around ROI. Every conversation is rooted in the actual engineering tickets we are taking off the backlog. I can only imagine what it would be like if instead conversations were rooted in "how can we entice users to burn through tokens"