Cognition
自主规划并执行软件开发任务的Coding Agent
成立年份2023
国家United States
一级垂类Coding
二级垂类Autonomous Coding Agent
AI Native：confirmed。核心产品以Agent完成软件工程任务 · 官网
1. 商业数据
收入历史
| 口径 | 金额 | 期间 | 属性 | 日期 | 状态 | 置信度 |
|---|---|---|---|---|---|---|
| Revenue | $492m | calendar_year | Est. | 2026-12-31 | reported | 0.6 |
| ARR | $492m | point_in_time | Est. | 2026-05-31 | reported | 0.6 |
| ARR | $73m | point_in_time | 正式/报告 | 2025-06-30 | confirmed | 0.95 |
融资与估值历史
| 估值 | 类型 | 轮次 | 属性 | 日期 | 状态 | 置信度 |
|---|---|---|---|---|---|---|
| $25.0bn | primary_round_pre_money | 未披露 | 正式/报告 | 2026-05-27 | reported | 0.75 |
| $26.0bn | funding_round_unspecified | Series C | Est. | 2025-12-31 | reported | 0.6 |
| $10.2bn | reported_valuation | 未披露 | Est. | 2025-09-08 | reported | 0.75 |
| $10.2bn | primary_round_post_money | Growth Round | 正式/报告 | 2025-08-09 | confirmed | 0.95 |
| $10.2bn | primary_round_post_money | 未披露 | 正式/报告 | 2025-08-09 | reported | 0.75 |
| $4.0bn | reported_valuation | 未披露 | Est. | 2025-07-14 | reported | 0.75 |
2. 模型与技术路线
| 路线 | 修饰 | 供应商 | 模型 | 关系 | 用途 | 日期 | 状态 | 置信度 |
|---|---|---|---|---|---|---|---|---|
| 自研+外采混合 | 编程模型+开源基模 | 自研 / 未披露开源基模 | SWE-1.5 | Custom Model | Software engineering agent | 2025-10-29 | confirmed | 0.95 |
3. 算力与云
| 供应商 | 类型 | 用途 | 日期 | 状态 | 置信度 |
|---|---|---|---|---|---|
| Cerebras | neocloud | inference_compute | 2025-10-29 | confirmed | 0.95 |
| NVIDIA GB200 NVL72 集群 | unknown | training_compute | 2025-10-29 | confirmed | 0.95 |
4. 来源与证据
估值估算：funding_round_unspecified reported · 置信度 0.6
Cognition AI Revenue 2026: $492M ARR, $26B Valuation · 2026-07-03 · 原始来源
Cognition AI reached a $26B valuation in 2025, set during its Series C round.
收入：revenue reported · 置信度 0.6
Cognition AI Revenue 2026: $492M ARR, $26B Valuation · 2026-07-03 · 原始来源
In 2026, Cognition AI's revenue reached $492M. The company previously reported $80M in 2025. Since its launch in 2023, Cognition AI has shown consistent revenue growth.
收入：arr reported · 置信度 0.6
Cognition revenue, valuation & funding · 2026-07-01 · 原始来源
Sacra estimates that Cognition hit $492M in ARR in May 2026.
估值：primary_round_pre_money reported · 置信度 0.75
AI coding startup Cognition raises $1B at $25B pre-money valuation | TechCrunch · 2026-05-27 · 原始来源
Cognition, the makers of the autonomous AI software engineer named Devin, has raised more than $1 billion at a $25 billion pre-money valuation ($26 billion post money), the company announced on Wednesday.
模型：自研 / 未披露开源基模 confirmed · 置信度 0.95
Introducing SWE-1.5: Our Fast Agent Model · 2025-10-29 · 原始来源
After careful evals and ablations, we selected a strong open-source model as the base for our post-training.
技术：post_training confirmed · 置信度 0.95
Introducing SWE-1.5: Our Fast Agent Model · 2025-10-29 · 原始来源
We use reinforcement learning (RL) on the Cascade agent harness in our high-quality coding environments to optimize the model for our product and task distribution.
算力/云：NVIDIA GB200 NVL72 集群 confirmed · 置信度 0.95
Introducing SWE-1.5: Our Fast Agent Model · 2025-10-29 · 原始来源
SWE-1.5 is trained on our state-of-the-art cluster of thousands of GB200 NVL72 chips.
算力/云：Cerebras confirmed · 置信度 0.95
Introducing SWE-1.5: Our Fast Agent Model · 2025-10-29 · 原始来源
It also sets a new standard for speed: we partnered with Cerebras to serve it at up to 950 tok/s – 6x faster than Haiku 4.5 and 13x faster than Sonnet 4.5.
估值估算：reported_valuation reported · 置信度 0.75
Cognition AI defies turbulence with a $400M raise at $10.2B valuation | TechCrunch · 2025-09-08 · 原始来源
Cognition AI, the startup behind AI coding agent [Devin](https://techcrunch.com/2025/04/03/devin-the-viral-coding-ai-agent-gets-a-new-pay-as-you-go-plan/), has hit a $10.2 billion valuation after raising $400 million, marking a jump from the company’s $4 billion valuation earlier this year, reports [Bloomberg](https://www.bloomberg.com/news/articles/2025-09-08/cognition-ai-cinches-10-billion-valuation-with-new-funding).
估值：primary_round_post_money reported · 置信度 0.75
Funding, growth, and the next frontier of AI coding agents · 2025-08-09 · 原始来源
Cognition has raised over $400M at a $10.2B post-money valuation led by Founders Fund. Other existing investors are similarly doubling down including Lux Capital and 8VC (who jointly led our previous round), Neo, Elad Gil, Definition Capital, and Swish VC. We’re also joined by new investors including Bain Capital Ventures, Hanabi Capital, and D1 Capital.
估值：primary_round_post_money confirmed · 置信度 0.95
Funding, growth, and the next frontier of AI coding agents · 2025-08-09 · 原始来源
Cognition has raised over $400M at a $10.2B post-money valuation led by Founders Fund.
收入：arr confirmed · 置信度 0.95
Funding, growth, and the next frontier of AI coding agents · 2025-08-09 · 原始来源
Before acquiring Windsurf, Cognition’s Devin ARR grew from $1M ARR in September 2024 to $73M ARR in June 2025, as usage increased exponentially.
估值估算：reported_valuation reported · 置信度 0.75
How Windsurf went from OpenAI's target to Cognition's win in just a few days · 2025-07-14 · 原始来源
Cognition, which is backed by Khosla Ventures and Founders Fund, raised a $175 million round last year, only six months after launching. [Cognition](https://www.bloomberg.com/news/articles/2025-03-18/cognition-ai-hits-4-billion-valuation-in-deal-led-by-lonsdale-s-firm) was last valued at $4 billion, Bloomberg reported, raising hundreds of millions more this year.