Devin 的收入暴涨证明智能体编程已从概念走向商业验证，做自动化开发工具的团队值得关注其模型无关架构的设计思路。
Cognition AI 完成新一轮融资，估值达 260 亿美元，融资额超 10 亿美元。其旗舰产品 Devin 的年化收入从 3700 万美元飙升至 4.92 亿美元，客户包括高盛和梅赛德斯-奔驰，表明 Devin 正从演示阶段进入生产环境。Devin 定位为自主初级工程师，能规划、测试和部署代码，并整合 OpenAI 和 Anthropic 的模型，形成模型无关的智能体层。去年，Cognition 还收购了编程初创公司 Windsurf 的剩余资产。
Another great win for agentic coding. Cognition …
Another great win for agentic coding.
Cognition AI just raised over $1B at a $26B pre-money valuation.
Revenue reportedly climbed from $37M in annualized run-rate to $492M, while customers like Goldman Sachs and Mercedes-Benz suggest Devin is moving from demo rooms into production workflows.
Cognition's progress is driven by its flagship product, Devin, which aims to function as an autonomous junior engineer, going beyond typical coding assistants. Devin can plan, test, and deploy code through multi-step workflows in secure environments.
Cognition combines its own models with OpenAI and Anthropic rather than relying on one model.
Cognition is basically pitching Devin as a model-agnostic agent layer: the LLM does the reasoning and code generation, while Devin supplies the engineering workspace, repo context, terminal access, file edits, tests, and model choice around it.
Last July, Cognition agreed to buy the remains of coding startup Windsurf after Google struck a $2.4 billion deal for Windsurf’s top talent and licensing rights.