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AI Coding Startup Cognition Raises Over $1 Billion at $26 Billion Valuation

aiai-fundraisingai-productsai-agents-coding 15 posts · 13 accounts

Cognition AI, the startup behind coding agent Devin, raised more than $1 billion in a funding round valuing the company at $26 billion. Lux Capital, General Catalyst and 8VC led the round, and Cognition said its annualized revenue run rate reached $492 million.

The company said enterprise usage has grown more than 10-fold since the start of the year, and its run-rate revenue rose from $37 million in May 2025. Cognition launched Devin two years ago and has said cloud-based coding agents have moved from a niche tool toward a more mainstream way to build software.

From the sources (15 posts)

@firstsquawk

AI STARTUP COGNITION APPROACHES $500 MILLION IN RUN RATE REVENUE.

@firstsquawk

AI CODING COMPANY COGNITION SECURES $1 BILLION FUNDING WITH A VALUATION OF $26 BILLION.

@business

Cognition AI has raised more than $1 billion in a new funding round at a $26 billion valuation.

@mtslive

SITUATION DETECTED: Cognition AI has raised more than $1B at a $26B valuation, per Bloomberg. Lux Capital, General Catalyst, and 8VC co-led the round.

@techmeme

AI coding startup Cognition AI raised more than $1B at a $26B valuation, and says its revenue run rate has increased to $492M from $37M in May 2025 (@rebeccatorrenc5 / Bloomberg) (Visit Techmeme dot com for the link and full context!)

@dabit3

RT @cognition: 1/ We’ve raised over $1B at a $26B valuation, led by @Lux_Capital, @generalcatalyst, and @8vc. Our enterprise usage has gro…

@scottwu46

Grateful for our customers, investors, partners, and most of all for our incredible team. Hard to believe it's only been two years. Still a long way to go to build the future of software engineering - we are hard at work every day on makin

@krandiash

RT @cognition: 1/ We’ve raised over $1B at a $26B valuation, led by @Lux_Capital, @generalcatalyst, and @8vc. Our enterprise usage has gro…

@jtlonsdale

RT @cognition: 1/ We’ve raised over $1B at a $26B valuation, led by @Lux_Capital, @generalcatalyst, and @8vc. Our enterprise usage has gro…

@rohanpaul_ai

Another great win for agentic coding. Cognition AI just raised over $1B at a $26B pre-money valuation. Revenue reportedly climbed from $37M in annualized run-rate to $492M, while customers like Goldman Sachs and Mercedes-Benz suggest Dev

@imjaredz

RT @ScottWu46: Grateful for our customers, investors, partners, and most of all for our incredible team. Hard to believe it's only been two…

@russelljkaplan

Big milestone today. But still very early for self-driving software. When I was working on Autopilot at Tesla, we had an internal infra project called "Operation Vacation" - the goal being that the entire Autopilot engineering team could t

@swyx

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

@shiringhaffary

RT @RebeccaTorrenc5: Cognition just raised over $1 billion at a $26 billion valuation. Business is booming as companies rush to adopt AI c…

@rohanpaul_ai

"There's about 30-35mn software engineers in the world today. We wanna make all of them 10 times more efficient, and then we think there is a lot more than 10 times more software to build." ~ Cognition CEO Scott Wu Talking about their $1 B

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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