AI lab building autonomous software engineering agents.
Public company, workplace, funding, and market signals
Updated Aug 2, 2026
Cognition (Cognition AI, Inc.) is a privately held applied-AI lab building end-to-end software agents for software engineering. Its flagship product, Devin, is positioned as an autonomous/collaborative AI software engineer that can plan, write, test, and ship code inside a customer’s tools and codebase. Cognition also owns the Windsurf AI-native IDE following its July 2025 acquisition.
Primary product
Devin: an autonomous AI software engineer and cloud-based coding agent; the broader product suite includes Windsurf, Devin Desktop, DeepWiki, Devin Review, and Cognition’s SWE coding models.
Founded
2023
Headquarters
San Francisco, California, United States
Team size
300–400 (third-party LinkedIn-derived estimate; approximately 343 reported in July 2026)
Work style
Flexible
Industry
Software development / artificial intelligence
Sub-industry
AI coding agents, developer tools, generative AI software, enterprise software automation
Offices
Business model
Stage
Late-stage private / Series D; generating revenue
Total raised
$1.6B
Latest round
Series D · May 2026
Latest amount
$1B
May 2026 · Lux Capital, General Catalyst and 8VC
Sep 2025 · Founders Fund
Series B follow-on / reported financing
Mar 2025 · Lux Capital and 8VC
Apr 2024 · Founders Fund
Apr 2024 · Founders Fund
Mar 2024 · Founders Fund
Mar 2024 · Founders Fund
Leadership
Co-founder and CEO
Co-founder and CTO
Co-founder and Chief Product Officer
President
VP and General Manager, APAC
Head of Research
Senior leadership; exact current title not independently confirmed
Investors
Cognition presents itself as a talent-dense, highly ambitious team working on difficult AI problems. Public reporting describes an unusually intense “extreme performance culture,” with late nights and weekend work common in parts of the company; this is a material work-life-balance consideration. The company offers a mixture of onsite, hybrid and remote roles by location and function.
Work style
Flexible
Compensation
Public job postings indicate competitive compensation and benefits, but a company-wide compensation philosophy or reliable current salary bands were not found. Third-party visa/LCA data shows limited historical H-1B activity, not a current sponsorship commitment.
Benefits
Pricing
Tiered self-serve plus usage-based and custom enterprise pricing. Public third-party reporting describes Free, Pro around $20/month, Max around $200/month, Teams plans, and custom Enterprise contracts; heavier agent use is metered through compute/usage units. Exact current enterprise pricing is not public.
Differentiators
Technology
Customers
Competitors
Estimated revenue
Approximately $400M–$600M annualized run-rate; Cognition disclosed $492M run-rate revenue in May 2026. This is run-rate/ARR, not audited annual revenue.
Estimated monthly visits
206.2K
Cognition acquired Windsurf’s IP, product, brand and operations/employees not hired by Google. Integration creates execution and product-convergence risk, although it also materially expanded Cognition’s platform and customer base.
SourceThe San Francisco Standard reported an extreme-performance culture involving very long work hours and limited work-life balance; this may create retention and recruiting risk.
SourceThe $1B Series D raised the valuation to approximately $26B post-money. The resulting valuation and growth expectations create execution, competition and valuation risk in a rapidly converging AI-coding market.
SourceCognition · May 2026
Announced a $1B financing at a $26B valuation, with Lux Capital, General Catalyst, and 8VC as lead investors and a broad mix of returning and new backers.
TechCrunch · May 2026
Cognition raised more than $1B at approximately $25B pre-money/$26B post-money, disclosed $492M annualized run-rate revenue and named major enterprise customers.
Cognition · May 2026
Cognition’s primary announcement of its Series D, investor roster, $26B valuation and enterprise-usage growth.
The San Francisco Standard · Mar 2026
Profile of Cognition’s growth, offices, headcount after Windsurf and unusually intense operating culture.
Cognition · Sep 2025
Cognition’s announcement of its $400M-plus Series C, $10.2B post-money valuation, investor participation, customer list and Devin ARR growth.
98 jobs at Cognition