Chan Kwon

gtm @cognition | prev @scale_AI

[Chan Kwon @chan_kwon]

This is sick. I don't even need to go outside anymore

[david lietjauw @davidfromkansas]

This live simulation of SF was built with @DevinAI !

Shoutout to @dabit3 from @cognition for the support (and tokens) in making this project possible!

In my experience, most coding agents do their work in piecemeal fashion, leaving humans to be the manual glue that stitch everything together.

@DevinAI solves the "last mile" problem by acting like a real software engineer that can autonomously build full-fledged working features/products end-to-end!

Bullish on @cognition + cloud agents 😤

[Chan Kwon @chan_kwon]

@MattSchrage @theodormarcu Devin isn’t just an agent - it’s an AI software engineer that knows how to work in like any other dev, including in Slack.

[Chan Kwon @chan_kwon]

The most ambitious teams in the world use @DevinAI

[Chan Kwon @chan_kwon]

@beffjezos Elon buys every company he follows on X, so yes this tracks

[Chan Kwon @chan_kwon]

Highly underrated - Devin VM initiation and orchestration is literally magic

[nader dabit @dabit3]

Every Devin Cloud Agent gets a brand-new computer from a pre-built snapshot in as little as 3 seconds.

Your repos, tools, and dependencies are already there, so setup time is effectively zero.

I've been onboarding dozens of new startups @cognition and this has been one of the biggest misconceptions and "aha" moments for them, so thought I'd share what this actually looks like:

[Floro S. @sflorimm]

If you join a startup and they give you:

- a MacBook
- Codex and Claude subscriptions
- your job offer on a Sunday night
- a random urgent task on your first day
- a founding team with kids

you’re probably in the right place.

If they give you:

- a Windows laptop
- one responsibility for the next six months
- Outlook
- PowerPoint decks
- an office on the outskirts of town

good luck. You’re going to need it.

[nader dabit @dabit3]

A @cognition competitive advantage: we're 100% laser focused on building the best agentic software engineering product in the world @DevinAI. Aren't distracted by anything else.

[Chan Kwon @chan_kwon]

📜⌛🏛️🏺

[nader dabit @dabit3]

can't believe we used to have to keep our laptops open so our agents wouldn't die 💀

[Chan Kwon @chan_kwon]

@jacobtpl @alexkaplan0 @aidanblumlevine @premqnair Is @DevinAI paying for this too?

[Chan Kwon @chan_kwon]

@dedene Or just use @DevinAI

[Chan Kwon @chan_kwon]

@eunifiedworld Except this one actually happened 🤘

[Sandeep Shah @sandeepDshah]

Mythos-level intelligence is changing the security landscape fast. @DevinAI’s Security Swarm has already helped some of our largest customers stay ahead of the curve. @cognition is continuously supercharging Devin to tackle the challenges of this new normal.

[Aakash Gupta @aakashgupta]

Devin's numbers just came out. And they're wild.

$1 million in ARR in September 2024. $445 million run rate today. Usage doubling every eight weeks.

Cursor held the all-time SaaS record at $1M to $100M in 12 months. Devin crossed that line in roughly 10. Cursor reached $100M through 360,000 individual developers at $276 ACV. Devin reached it through the US Army, Goldman Sachs, Mercedes-Benz, Citi, Dell, Cisco, and Palantir. The United States military pays production rates for an autonomous coding agent.

Cognition is now raising at $25 billion. That's 56x run rate. Cursor cleared $9.9B at a similar multiple last May, and the multiple held because the curve hadn't bent. The unusual part isn't the price. The unusual part is that the doubling is still happening at $445M.

The buried number is the burn. Cognition has spent under $20 million cumulatively since founding two years ago. Most Series B companies spend that in a single year. Devin's $445 million was built on Series A money.

Then the Windsurf paragraph. Google paid $2.4 billion in licensing fees in July to pull Windsurf's founders out the door. The remaining company sold to Cognition inside 72 hours for a fraction of that. Combined enterprise ARR rose more than 30% in seven weeks post-close. Less than 5% customer overlap pre-acquisition. Google paid two and a half billion dollars to hand Cognition the IDE distribution layer.

In March 2024, independent testers said Devin completed 3 of 20 tasks. The internet called it a fake demo.

Two years later, that product codes for the US Army.

[Chan Kwon @chan_kwon]

@mattbergland You might be the tallest person in the country ATM

[Chan Kwon @chan_kwon]

@FiredUpFantasy He’s on line 3…Colton is with Nelson and Nichuskin

[Cognition @cognition]

We’ve raised over $400M at a $10.2B post-money valuation to advance the frontier of AI coding agents.

The round was led by Founders Fund with other existing investors including Lux, 8VC, Neo, Elad Gil, Definition Capital, and Swish VC all doubling down. We’re also joined by new investors including Bain Capital Ventures and D1 Capital.

Two of our early investors, Christian Lawless of Conversion Capital and Emily Cohen of Neo, have even joined our team full-time.

[Alex Kaplan @alexkaplan0]

@russelljkaplan Thanks for the explanation :)

[Cognition @cognition]

Cognition has signed a definitive agreement to acquire Windsurf.

The acquisition includes Windsurf’s IP, product, trademark and brand, and strong business. Above all, it includes Windsurf’s world-class people, whom we’re privileged to welcome to our team.

We are also honoring their talent and hard work in building Windsurf into the great business it is today. This transaction is structured so that 100% of Windsurf employees will participate financially. They will also have all vesting cliffs waived and will receive fully accelerated vesting for their work to date.

At Cognition we have focused on developing robust and secure autonomous agents, while Windsurf has pioneered the agentic IDE. Devin + Windsurf are a powerful combination for the developers we serve. Working side by side, we’ll soon enable you to plan tasks in an IDE powered by Devin’s codebase understanding, delegate chunks of work to multiple Devins in parallel, complete the highest-leverage parts yourself with the help of autocomplete, and stitch it all back together in the same IDE.

Cognition and Windsurf are united behind a shared vision for the future of software engineering, and there’s never been a better time to build. Welcome to our new colleagues from Windsurf!

[Walden @walden_yan]

Two years ago, agents were just a research experiment. Now, many devs use them daily. For us and the teams we work with, there was a LOT of trial & error along the way.

We're sharing our main lessons in "Agents 101"
https://t.co/rS33VlFe5i

[Cognition @cognition]

Project DeepWiki

Up-to-date documentation you can talk to, for every repo in the world.

Think Deep Research for GitHub – powered by Devin.

It’s free for open-source, no sign-up!
Visit deepwiki com or just swap github → deepwiki on any repo URL: