Cognition CEO Scott Wu：Devin已写95%公司代码，客户使用量12倍增长

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

This report is categorized under AITOP's "Industry" desk. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include Devin, Cognition, Scott Wu, Windsurf.

Source attribution: curated from Scott Wu (@ScottWu46).