AI software development company; portfolio holding of Anti Fund.
“These are the only guys who can give you access to all the underlying models without the lock-in.”
“SWE-Bench was introduced in October 2023 and has probably recently aged out of usefulness due to saturation. How long might FrontierCode last? I predict we'll see systems getting 70%+ on Diamond by June 2027.”
Source→“FrontierCode is the benchmark for the next generation of coding agents. We are confident developers, enterprises, and researchers can trust it to evaluate the production readiness of their strongest models.”
Source→“Cursor, Clay, Harvey, Cognition, Sierra, Baseten, Fireworks, and Lovable all went from roughly $0 to $100M ARR in the past two years, compressing what used to be a 6-10 year journey.”
“When we see these trajectories of some companies like Anthropic and Cursor and Cognition and in coding, and now we start seeing in other verticals as well.”
Source→“I respectfully disagree and that's why I actually think both Cognition and Factory will do very well because they're model independent.”
Source→“Devon doesn't argue. Devon doesn't only want to work on interesting problems like most of your best engineers.”
Source→“Devin Desktop — Manage fleets of local and cloud agents from one surface (98 votes)”
Source→“Ribbit Capital, known for fintech and lately in hot deals everywhere — from AI coding startups like Cognition to neoclouds like Crusoe.”
Source→“Devin, the company's AI coding agent, is meant to augment programmers rather than replace them, even though Devin already commits 89% of its own engineers' code.”
Source→“Cognition boasts a billion-dollar fundraise.”
“Cognition, an SF-based AI coding company, raised $1b at a $26b valuation.”
“Raised over $1 billion in a round led by Lux Capital, General Catalyst and 8VC at a $26 billion valuation.”
“Raised over $1 billion in a round led by Lux Capital, General Catalyst and 8VC at a $26 billion valuation.”
“Two-year-old SF startup developing autonomous AI software engineering agents”
“Raised $1+ billion at a $25 billion pre-money valuation co-led by Lux Capital and General Catalyst”
“Devin on Cerebras is a really magical experience. It's cool. Coding on Cerebras is like high performance at massive speed is really special.”
Source→“At the application layer, forget value accruing, just value has been destroyed. AI has net destroyed, even if you count cursor cognition, the most successful AI natives. Trillions of dollars of value has been destroyed by AI at the application layer.”
Source→“Windsurf, Cognition, Factory, Goose, and Cline all adopt SKILL.md.”
“Anti Fund already in Ramp, Anduril, and Cognition with a $30M fund and 70M+ followers”
“San Francisco-based Cognition, an AI coding startup, is in talks to raise new funding at a $25 billion valuation.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.