@ScottWu46 Thx Scott for creating Devin AI that created $Devin autonomously in May 2024 ๐๐๐
First real AI token & Financial Product ๐
7gbEP2TAy5wM3TmMp5utCrRvdJ3FFqYjgN5KDpXiWPmo
@mreiffy@cognition@ScottWu46 Agree!! Same with solana:7gbEP2TAy5wM3TmMp5utCrRvdJ3FFqYjgN5KDpXiWPmo
Created 2 years ago autonomously by Devin AI ๐๐๐ค
@LouisWinthrpe@DEVINSOLAI True! Cognition is valued with 26b and has already major clients! The valuation will be hundreds of billions very soon !
Embraced by solana:7gbEP2TAy5wM3TmMp5utCrRvdJ3FFqYjgN5KDpXiWPmo
@AndrewGSugrue@ScottWu46@russelljkaplan True! Thatโs why I think Devin AIโs autonomously created financial product is a relict and definitely of value. Created in May 2024: Scott Wuโs solana:7gbEP2TAy5wM3TmMp5utCrRvdJ3FFqYjgN5KDpXiWPmo
cognition is now the largest independent agent lab in the world. take the 200% utilization that everyone is hitting from this chart and run out the sales growth from this, i encourage you to go thru the exercise if you are new to investing
a lot of you have read my cog initation post, but when i talk to people they do not sufficiently appreciate that this is the perfect storm of all the trends:
- first* koding agent
- first* cloud dev infra
- best reviewed code review/security guy
- first* llm wiki knowledge base
- s-tier GTM
- most IOI golds
- somehow also cracked at Smash Bros and Poker
agent lab gets you:
- long model diversity
- long reasoning/toolcalling models
- long harnesses
- long domain specific RLFT
- long coding data/expertise/evals
- long full agentic SDLC
- chief partner to CIOs in combating tokenmaxxing slop from humans and from agents
- SOTA foodbench from house chefs
and this is why you can see this is Peter Thiel's biggest AI bet
*i dont like "first" as an adjective, but "first + 2 years of serious scaling" really serves as a shorthand for "most enterprise battle tested" - see customer list in screenshot - literally 10s of thousands of devs, 10s of thousands of repos, PER CUSTOMER is the kind of weight I put on the simple word "first"
@swyx Apart from being the largest independent agent lab. Devin AI agents launched solana:7gbEP2TAy5wM3TmMp5utCrRvdJ3FFqYjgN5KDpXiWPmo 2 years ago completely autonomously ๐คฉ๐คฏ no financial advice though ๐ค