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@swyx posted what he believes are the first public photos of Cognition’s "Cog…

Brief

@swyx shared purportedly the first public photos of Cognition’s secretive "Cog House" and praises the company’s trajectory, predicting a $100B valuation by end of 2026. The post highlights a Colossus profile of co‑founder Scott Wu—a three‑time IOI gold medalist—who founded Cognition in Nov 2023, launched Devin in Mar 2024, and grew to a $445M run rate with major customers and a ~ $25B raise.

Why it matters

@swyx posted what he believes are the first public photos of Cognition’s "Cog House" and, as an advisor, says the company will be worth $100B by the end of 2026 (his opinion).

Key details

  • Scott Wu, Cognition co‑founder, is a competitive‑programming prodigy: three IOI gold medals, US national middle‑school math champion, widely regarded as America’s top IOI gold‑medalist and coach.
  • Cognition was founded in November 2023 when Wu was 26; it shipped AI engineer "Devin" in March 2024, which after criticism helped the company reach a $445M revenue run rate within 18 months, with usage doubling every eight weeks and customers including the US Army, Goldman Sachs, and Mercedes‑Benz; the company is raising at about a $25B valuation.
Source evidence

the inside story of the legendary Cog House.

i believe there have not been any public photos of this place until now (bc we were explicitly not allowed to lol)

as an advisor its been awe inspiring to see this company grow into a well oiled product and gtm machine that will be worth $100B by EOY (imo)

Colossus (@colossusmag)

Scott Wu is the co-founder of Cognition AI, one of the fastest-growing companies in history. He’s also the greatest competitive programmer the US has ever produced. You may have seen him doing impossible card tricks and mental math.

You’ve never seen him asked about weed, Michael Jordan, cancer, and human consciousness over a punnet of strawberries. That is what Colossus editor-in-chief Jeremy Stern did on a recent visit to San Francisco.

For those less familiar with @ScottWu46: In 2nd grade, he entered a math competition for 7th graders, lost, and was so furious he still fumes about it 20 years later. The next year he entered the 9th-grade division as a 3rd-grader and got a perfect score.

Then he won first place at the US national middle-school math competition and three straight gold medals at the International Olympiad in Informatics, where he became the greatest American gold-medalist and coach in history.

Most of the people running the biggest AI companies met as teenagers, competing for their countries on international math and science teams. OpenAI’s Greg Brockman, Anthropic’s Dario Amodei, Meta’s Alexandr Wang, to name just a few.

Most agree that the von Neumann among them was Scott Wu.

In November 2023, a few weeks after his mother died of lung cancer, on the day Sam Altman was fired from OpenAI, Wu founded his own AI company: Cognition.

He was 26 and saw earlier than almost anyone that AI would converge on agents that work in the background, 24/7, like coworkers. He shipped Cognition’s AI software engineer Devin in March 2024. It worked poorly, and he took intense public criticism for it.

Now, in its first 18 months of service, Devin has generated $445 million of revenue run rate and usage has doubled every eight weeks. The US Army, Goldman Sachs, and Mercedes-Benz are all customers. Cognition is raising at a valuation around $25 billion.

@JeremySternLA sat down with Wu, the emperor of the nerds, to ask the questions we’d all ask one of the smartest people in America—building the most consequential technology of our generation—if we ever got the chance.

As well as MJ and weed, they talk about the cluster of competitive math prodigies behind so much of AI, what makes us human when AGI arrives, and why Wu believes he was put on this earth to teach AI how to code.

Read the piece below.

— https://nitter.net/colossusmag/status/2053801052571312414#m