There's a reason @cognition keeps winning deals against companies 10x their size.
@vvkgopalan sat down with @theodormarcu, @bryceehunt and @moritz_stephan (all former founders!) to discuss hiring philosophy, infinity stories, enterprise coding agents, and what it actually takes to compete.
(00:00) Introduction
(03:45) Cognition team & hiring philosophy
(06:00) Infinity stories
(13:15) Product surface area and future goals
(17:20) Activation energy, experimentation, and customer-driven innovation
(19:00) Adoption, operational changes, and ownership
(22:05) Vibe coding hot takes
(24:15) AI-first engineering organizations and managing AI agents
(28:40) Future of software engineering roles and misconceptions about Devin
(30:00) Model development, learnings, and Cognition's journey in vertical integration
(38:10) What should you do as a new grad?
Today, @Saronic announced its $1.75B Series D, at a $9.25B valuation.
Four years ago, @JTlonsdale, Alex Moore, and the 8VC team were exploring a new defense prime. Across the Hill and Pentagon, our DC partners were sounding alarms about America’s maritime future.
We enlisted remarkable leaders, headlined by @MavrookasD (frmr Navy Seal) and @Vbob202 (frmr 8VC Fellow/Anduril), and we started building. The result was Saronic.
Hundreds of vessels and 1000+ crew members later, the shipyards are humming, and the age of naval autonomy is underway.
After more than a decade building @QuietCapital, I've decided to step into my next chapter as an entrepreneur and investor.
Grateful for the partners, teammates, and LPs I’ve had the privilege to work alongside, and proud of what we built together, especially the Access strategy and the broader platform around it. 🙏
For now, I want to say thank you to everyone who’s been part of the journey.
Excited for what’s ahead. I’ll share more soon. 🚀
added a special edition t-shirt to tomorrow morning’s drop.
> salt + mineral overdye
> relaxed fit
> 8.5oz cotton
> embroidered chevron on front
> made in 🇺🇸
9:30am est. link in bio
We wrote the first check into Quince and never shared our thesis publicly
At the time, D2C was radioactive and 'affordable luxury' sounded like an oxymoron. Today they raised at $10B. We couldn't be more excited.
Here's why we believed — and why we think it's still early!
https://t.co/p1y8oeuzX7
🇺🇸Chief Design Officer @jgebbia recently joined 8VC PixelEight to share how the @ndstudio is revolutionizing the US Gov web experience for millions of users. We rounded out the evening revisiting retro games as a treasury of design inspiration.
the world is in chaos with AI playing a pivotal role on the battlefield and @FortuneMagazine is focused on clickbait “tobacco products” at Palantir stories.
nicotine pouches made by @Seshproducts, Lucy, and others contain ZERO tobacco. the author even states “although the pouches are considered a tobacco product, they don’t contain any tobacco.”💀
lmao how tf is it considered a tobacco product if there’s no tobacco? it’s synthetic nicotine. that’s like me saying my can of sparkling water is a beer product because it comes in the same can as a bud light.
you can’t take these ppl seriously. it’s all a game of clicks