Cognition

“The bull case, you've seen charts from Cognition, Ramp, and Stripe, that the companies that are spending the most on AI are growing meaningfully faster. Yeah, I love that Cognition Index. The Cognition Index is wild.”

“The company has raised more than $2.5 billion, including a $1 billion round in May 2026 at a $26 billion valuation”

“growing annualized revenue from roughly $37 million to $492 million in a year”