Scott Wu聊Devin自己写95%代码、客户11倍增长、周末拿下Windsurf，数据很硬核，值得一看。
Cognition CEO Scott Wu在访谈中透露，其AI编程助手Devin现已编写公司约95%的代码，高于5月时的89%。公司运行率已达5亿美元，较去年的3700万美元增长超12倍。客户使用量在6个月内增长了11-12倍，总代码产出增长7倍。Cognition还在一个周末内完成了对Windsurf的收购，以40人团队收购了拥有200名员工和8200万美元ARR的公司。企业客户包括高盛、梅赛德斯-奔驰、花旗、NASA等。
Fun convo in Paris with @MollySOShea!
Fun convo in Paris with @MollySOShea ! Molly O’Shea @MollySOShea 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 Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 2 🔄 3 ❤️ 23 👀 2906 📊 4 ⚡