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Public dossier section · @ben

history

This is @ben's profile revision 1. The original date and editorial confidence below are attributed to its publisher, not independent verification.

Original credited author: Hraness

AI-drafted at Ben Guo's direct request and credited to Hraness; every claim links to its cataloged source.

Back to the full profile · Markdown version · Original document

Published text

cognition: history

the company, sourced and dated — the ioi apartment, the devin launch and debunk, the windsurf weekend, and the $48b arc.

the ioi apartment (2023–2024-02)

three ioi gold medalists work out of a new york apartment through roughly eight pivots — reportedly starting in crypto — before landing on the autonomous software engineer. the company formally incorporates around january 2024, hires russell kaplan as president, and takes $21m from founders fund.

the first ai software engineer (2024)

'introducing devin, the first ai software engineer' goes viral on a 13.86% swe-bench claim — then the internet of bugs debunk, a $2b round inside the debunk fortnight, and general availability at $500 a month in december.

the reality gap (2025-01 → 2025-06)

the reality-gap months: answer.ai's 3-of-20 evaluation, the $500→$20 price collapse of devin 2.0, deepwiki, walden yan's 'don't build multi-agents' — and a ~$4b round landing anyway.

the windsurf twist (2025-06 → 2025-08)

the 72-hour deal: openai's ~$3b exclusivity lapses, google takes windsurf's founders for $2.4b, and cognition signs for everything left behind — then lays off 30 and offers the rest nine-month buyouts under an 80-hour culture memo.

the independent agent lab (2025-09 → 2026-09)

the independent agent lab: $10.2b → $26b → $48b in twelve months, in-house swe models served by cerebras, devin desktop absorbing windsurf, government contracts, and a self-scored productivity guarantee.

  • 2025-09-08 — series c, $10.2b: the >$400m series c lands at $10.2b post, led by founders fund with lux, 8vc, neo, elad gil, definition, swish, and new names bain capital ventures, hanabi, d1. wu's metrics post is the real document: devin arr $1m (sep 2024) → $73m (jun 2025), lifetime net burn under $20m, >30% combined enterprise-arr growth in the seven weeks post-windsurf, <5% customer overlap — all self-reported. christian lawless (conversion capital), emily cohen (neo), and swyx join full-time. (confirmed; sources: scott wu: >$400m at $10.2b post, ~$400m at $10.2b, arr $1m(sep24)→$73m(jun25), post-windsurf valuation frame, round corroboration)
  • 2025-09-29 — rebuilt on sonnet 4.5: devin is rebuilt on claude sonnet 4.5 and devin agent preview ships — '2x faster, 12% better on our jr. developer evals' (self-reported). (confirmed; sources: full dated post index used for timeline items)
  • 2025-10-29 — swe-1.5 and the swe-bench disclaimer: swe-1.5 — a frontier-size in-house model served by cerebras at up to 950 tok/s, claimed 6x faster than haiku 4.5 and 13x than sonnet 4.5 on swe-bench pro (self-reported). the post's buried confession matters more than the benchmarks: 'we stopped reporting swe-bench numbers in 2024' — the company that minted the benchmark's pr value disclaimed it. (swe-grep and swe-grep-mini, fast retrieval models, shipped october 16.) (confirmed; sources: frontier-size model, full dated post index used for timeline items)
  • 2025-11-14 — the 18-month review: 'devin's 2025 performance review: learnings from 18 months of agents at work' — the retrospective claiming devin embedded at 'thousands of companies' (self-reported). by late 2025 the team is reportedly ~200; linkedin later shows 300–400 across 21 countries. (confirmed; sources: full dated post index used for timeline items, founding aug/nov 2023 discrepancy, ceo since nov 2023)
  • 2026-01 — infosys, devin review, london: the january push: an infosys partnership puts devin across its org and client base (01-07); devin review launches as the 'ai to stop slop' (01-21); the london office opens — first in europe — alongside a cognizant partnership (01-28). the enterprise-distribution era starts. (confirmed; sources: full dated post index used for timeline items)
  • 2026-02-24 — devin 2.2 and cognition for government: devin 2.2 ships, billed as 'the most important update to devin since launch'; 'cognition for government' launches the next day. two days later 'how cognition uses devin to build devin' — the dogfooding account behind the 90%+ internal-code claims. (confirmed; sources: devin 2.2, government offering (index listing), full dated post index used for timeline items)
  • 2026-03-19 — devins managing devins: 'devin can now manage devins' — delegation to parallel managed devins — plus scheduled devins. the agent starts supervising agents; swe-1.6 previewed earlier in the month. (confirmed; sources: full dated post index used for timeline items, swe-1.6 preview)
  • 2026-04-15 — devin inside windsurf: 'devin in windsurf' — the promised product integration ships: the devin agent inside the windsurf ide. 'local agents make you faster. cloud agents do the work while you're not there.' the same fortnight: swe-1.6, cognition japan (takumi masai), swe-check (an rl bug-detection model with applied compute), new self-serve plans, and a mercedes-benz deployment with the devin cli. (confirmed; sources: devin integration into windsurf ships (index listing), full dated post index used for timeline items)
  • 2026-04-22 — the multi-agents revision: walden yan's follow-up, 'multi-agents: what's actually working,' narrows the 2025 thesis: multiple agents may contribute intelligence to a task while writes stay single-threaded. (confirmed; sources: walden yan follow-up revising 2025 thesis)
  • 2026-05-27 — series d, $26b: the series d: >$1b at $26b post ($25b pre), co-led by lux capital, general catalyst, and 8vc, with ribbit, atreides, and layer global new. run-rate revenue $492m versus $37m a year earlier; wu claims >90% of cognition's internal code is written by devin (self-reported); the positioning word is 'the independent agent lab.' customers named include goldman, mercedes-benz, citi, and the us army and navy. (confirmed; sources: $1b+ at $26b, $25b pre/$26b post, bloomberg syndication: run-rate $492m vs $37m, series d corroboration, >$2.5b total raised; ~53x revenue multiple)
  • 2026-06-02 — devin desktop: devin desktop launches — 'the next generation of windsurf,' built around devin cloud and the agent command center. the acquisition's endgame: the ide becomes the agent's front end; by mid-2026 the phrasing is 'devin desktop, formerly windsurf.' (confirmed; sources: devin desktop (index listing), devin writes 95% of our code)
  • 2026-06-04 — the productivity guarantee: the ai productivity guarantee: an in-house estimator converts devin's output into engineer-hours, and if delivered value falls short of the price, 'cognition will fund your usage up to $10m.' outcome-priced agent labor — self-measured, which is both the point and the caveat. (confirmed; sources: ai productivity guarantee, estimator methodology companion post)
  • 2026-07 — fedramp, genesis, the exec bench: the institutional summer: devin security swarm and the vulnerability remediation program (07-01/02); swe-1.7 (07-08); fedramp high (class d) in-process and the 'making fable cheaper than opus' post — naming the in-house fable model family (07-13); the windsurf anniversary post (07-14); acqui-hires of tierzero and the interaction company, makers of poke (07-20/23); an mou with the department of energy's genesis mission (07-22); the ltm partnership covering 260+ clients including 26 of the fortune 500 (07-28). russell kaplan announces the exec bench: paul grewal (ex-coinbase clo), art l. (ex-brex), jared palmer. (confirmed; sources: full dated post index used for timeline items, president since jan 2024)
  • 2026-09-08 — series e, $48b: the series e: >$2b at $48b led by new investors a16z and accel plus founders fund, general catalyst, avenir, and a ~30-firm syndicate including nvidia (also a devin customer). run-rate revenue ~$900m per company statements relayed by press. marc andreessen's post supplies the coda: 'in the past year, devin has gone from writing 13% of cognition's production code to more than 90%' — and a16z is 'proud to back him for the second time,' the first being lunchclub. (confirmed; sources: do it all with devin: >$2b at $48b, a16z + accel, series e $2b at $48b, run-rate $492m→~$900m, ~$900m run rate, wsj pro confirmation, marc andreessen post)
  • 2026-09-09 — swe-2, rsa-260, aws: the september coda: a 'factoring rsa-260' research post (devin plus a researcher built a top gpu lattice siever); the swe-2 model launch; the dioxus team (jonathan kelley et al.) joins; the fusion harness for the in-house 'fable' and 'astra' models lands in devin desktop and cli (claimed up to 39% more efficient); and a multi-year aws strategic collaboration agreement (09-15). (confirmed; sources: full dated post index used for timeline items)

AI-drafted at Ben Guo's direct request and credited to Hraness; every claim links to its cataloged source.

Canonical page: https://hraness.com/cognition/history

Original source occurrences

  1. cherry-picking (road damage search) and hype-tactics analysis · artificialintelligencemadesimple.com · 2024-04 (month) · original ID: src-ci-aims-misleading-communication · Other public citations of this URL

    cherry-picking ("road damage" search) and hype-tactics analysis

  2. reversal-from-messaging frame · ainews.com · 2025-08-06 (day) · original ID: src-ci-ainews-buyouts · Other public citations of this URL

    reversal-from-messaging frame

  3. month-long eval: 3 successes/14 failures/3 inconclusive of 20 · answer.ai · 2025-01-08 (day) · original ID: src-ci-answerai-devin · Other public citations of this URL

    month-long eval: 3 successes/14 failures/3 inconclusive of 20

  4. wang recounts frantic weekend · business insider · 2025-07 (month) · original ID: src-ci-bi-jeff-wang · Other public citations of this URL

    wang recounts frantic weekend; options considered

  5. series d corroboration · bloomberg · 2026-05-27 (day) · original ID: src-ci-bloomberg-26b · Other public citations of this URL

    series d corroboration

  6. openai $3b deal collapses · bloomberg · 2025-07-11 (day) · original ID: src-ci-bloomberg-openai-windsurf · Other public citations of this URL

    openai $3b deal collapses; google $2.4b talent+license

  7. post-windsurf valuation frame · cnbc · 2025-09-08 (day) · original ID: src-ci-cnbc-10b · Other public citations of this URL

    post-windsurf valuation frame

  8. argenti: hundreds… might go into the thousands · cnbc · 2025-07-11 (day) · original ID: src-ci-cnbc-goldman · Other public citations of this URL

    argenti: "hundreds… might go into the thousands"; supervised deployment

  9. estimator methodology companion post · cognition.com · 2026-06-04 (day) · original ID: src-ci-cognition-aiproductivity · Other public citations of this URL

    estimator methodology companion post

  10. devin desktop (index listing) · cognition.com · 2026-06-02 (day) · original ID: src-ci-cognition-devin-desktop · Other public citations of this URL

    devin desktop (index listing)

  11. devin integration into windsurf ships (index listing) · cognition.com · 2026-04-15 (day) · original ID: src-ci-cognition-devin-windsurf · Other public citations of this URL

    devin integration into windsurf ships (index listing)

  12. devin 2.2 · cognition.com · 2026-02-24 (day) · original ID: src-ci-cognition-devin22 · Other public citations of this URL

    devin 2.2 (index listing)

  13. government offering (index listing) · cognition.com · 2026-02-25 (day) · original ID: src-ci-cognition-gov · Other public citations of this URL

    government offering (index listing)

  14. ai productivity guarantee · cognition.com · 2026-06-04 (day) · original ID: src-ci-cognition-guarantee · Other public citations of this URL

    ai productivity guarantee; credits up to $10m; engineer-hour estimator

  15. $1b+ at $26b · cognition.com · 2026-05-27 (day) · original ID: src-ci-cognition-seriesd · Other public citations of this URL

    $1b+ at $26b; $492m run-rate; customers; "89% of code committed by our engineers is committed by devin"; "independent agent lab"

  16. frontier-size model · cognition.com · 2025-10-29 (day) · original ID: src-ci-cognition-swe15 · Other public citations of this URL

    frontier-size model; 950 tok/s via cerebras; "stopped reporting swe-bench numbers in 2024"

  17. swe-1.6 preview · cognition.com · 2026-03-01 (day) · original ID: src-ci-cognition-swe16 · Other public citations of this URL

    swe-1.6 preview + research update (index listing)

  18. definitive agreement · cognition.com · 2025-07-14 (day) · original ID: src-ci-cognition-windsurf · Other public citations of this URL

    definitive agreement; $82m arr; 350+ enterprise customers; 100% participation/vesting

  19. devin 2.0 · cognition.com · 2025-04-03 (day) · original ID: src-ci-devin2 · Other public citations of this URL

    devin 2.0: agent-native ide; $20 plan; search/wiki

  20. wu x-post acknowledgment quotes · economic times · 2025-08-08 (day) · original ID: src-ci-et-buyouts · Other public citations of this URL

    wu's x acknowledgment; mercor/anysphere comparisons

  21. ~$250m price / ~$100m cash → ~$150m ev arithmetic · ethanding.substack.com · 2025-07 (month) · original ID: src-ci-ethanding-margin · Other public citations of this URL

    ~$250m price / ~$100m cash → ~$150m ev arithmetic

  22. anthropomorphic-branding critique · fast company · 2025-07 (month) · original ID: src-ci-fastcompany-goldman · Other public citations of this URL

    anthropomorphic-branding critique; perplexity-ceo praise quote

  23. hybrid workforce · fortune · 2025-07-14 (day) · original ID: src-ci-fortune-goldman · Other public citations of this URL

    "hybrid workforce"; salary contrast $115–180k

  24. bungling the vast majority of tasks · futurism · 2025-01-24 (day) · original ID: src-ci-futurism-devin · Other public citations of this URL

    "bungling the vast majority of tasks"

  25. ga coverage · gadgets360.com · 2024-12-11 (day) · original ID: src-ci-gadgets360-ga · Other public citations of this URL

    ga coverage; notes 8-month delay

  26. verbatim iob company lied three-count quote · gist.github.com · 2024-04 (month) · original ID: src-ci-gist-rebutting-devin · Other public citations of this URL

    verbatim iob "company lied" three-count quote

  27. 302 pts/43 comments · hacker news · 2024-04 (month) · original ID: src-ci-hn-debunk-thread · Other public citations of this URL

    302 pts/43 comments; mike_hearn's canonical summary

  28. launch thread · hacker news · 2024-03-12 (day) · original ID: src-ci-hn-devin-launch · Other public citations of this URL

    launch thread; denial/fear/economics debate

  29. extreme performance culture · inc. · 2025-08 (month) · original ID: src-ci-inc-buyouts · Other public citations of this URL

    "extreme performance culture"; "live where we work"

  30. internet of bugs frame-by-frame debunk of upwork demo · youtube · 2024-04 (month) · original ID: src-ci-iob-debunk-video · Other public citations of this URL

    internet of bugs frame-by-frame debunk of upwork demo

  31. launch summary incl. swe-bench framing detail · itdoeswhatnow.com · 2024-03-12 (day) · original ID: src-ci-itdoeswhatnow · Other public citations of this URL

    launch summary incl. swe-bench framing detail

  32. expectations gap coverage · itpro.com · 2025-02-04 (day) · original ID: src-ci-itpro-devin · Other public citations of this URL

    expectations gap coverage

  33. open-source replication created day after launch · github · 2024-03-13 (day) · original ID: src-ci-opendevin-repo · Other public citations of this URL

    open-source replication created day after launch; now openhands; ~85k stars

  34. round corroboration · pitchbook · 2025-09-08 (day) · original ID: src-ci-pitchbook-10b · Other public citations of this URL

    round corroboration

  35. price-collapse-as-admission read · plainai.aguidetocloud.com · 2025-04 (month) · original ID: src-ci-plainai-devin2 · Other public citations of this URL

    price-collapse-as-admission read

  36. $500/mo as b2b junior-engineer pricing read · productgeeks.com · 2024-12-13 (day) · original ID: src-ci-productgeeks-pricing · Other public citations of this URL

    $500/mo as b2b junior-engineer pricing read

  37. first ai software engineer is bad at its job · theregister.com · 2025-01-23 (day) · original ID: src-ci-register-devin-bad · Other public citations of this URL

    "'first ai software engineer' is bad at its job"

  38. quotes cognitions technical-preview-opening tweet · scitech.whatfinger.com · 2024-04-17 (day) · original ID: src-ci-scitech-devin · Other public citations of this URL

    quotes cognition's technical-preview-opening tweet

  39. devins adoption stalled under competition · siliconangle.com · 2025-04-03 (day) · original ID: src-ci-siliconangle-devin2 · Other public citations of this URL

    "devin's adoption stalled" under competition

  40. arr $1m(sep24)→$73m(jun25) · techcrunch · 2025-09-08 (day) · original ID: src-ci-tc-10b · Other public citations of this URL

    arr $1m(sep'24)→$73m(jun'25); net burn <$20m

  41. $25b pre/$26b post · techcrunch · 2026-05-27 (day) · original ID: src-ci-tc-26b · Other public citations of this URL

    $25b pre/$26b post; revenue $37m→$492m

  42. run-rate $492m→~$900m · techcrunch · 2026-09-08 (day) · original ID: src-ci-tc-48b · Other public citations of this URL

    run-rate $492m→~$900m; the information $4–5b eoy-2026 projection; cursor ~$6b pace

  43. kaplan: odd for us to be selling claude to openai · techcrunch · 2025-06-05 (day) · original ID: src-ci-tc-anthropic-kaplan · Other public citations of this URL

    kaplan: "odd for us to be selling claude to openai"

  44. anthropic cuts claude 3.x first-party capacity · techcrunch · 2025-06-03 (day) · original ID: src-ci-tc-anthropic-windsurf · Other public citations of this URL

    anthropic cuts claude 3.x first-party capacity

  45. 30 laid off; ~200 buyouts · techcrunch · 2025-08-05 (day) · original ID: src-ci-tc-buyouts · Other public citations of this URL

    30 laid off; ~200 buyouts; 9-month severance; 6-day/80-hr terms

  46. 250-person team left behind · techcrunch · 2025-07-14 (day) · original ID: src-ci-tc-cognition-windsurf · Other public citations of this URL

    250-person team left behind; friday-call→monday-signing; $100m arr april peak

  47. eye-watering $500→$20 · techcrunch · 2025-04-03 (day) · original ID: src-ci-tc-devin2 · Other public citations of this URL

    "eye-watering" $500→$20; acu math

  48. windsurf swe-1 family launch · techcrunch · 2025-05-15 (day) · original ID: src-ci-tc-swe1 · Other public citations of this URL

    windsurf swe-1 family launch

  49. friends with anthropic again · venturebeat · 2025-07-14 (day) · original ID: src-ci-vb-cognition-windsurf · Other public citations of this URL

    "friends with anthropic again"; wang's "we lost our founders"

  50. can cost developers more time than it saves · improvingwetware.com · 2025-01-25 (day) · original ID: src-ci-wetware-devin · Other public citations of this URL

    "can cost developers more time than it saves"

  51. wsj: $2b talks · archive.is · 2024-03-30 (day) · original ID: src-ci-wsj-2b · Other public citations of this URL

    wsj: $2b talks; "$350m weeks ago"; "doesn't generate any meaningful revenue"

  52. marc andreessen post · a16z · 2026-09-09 (day) · original ID: src-hp-a16z-investing-cognition · Other public citations of this URL

    marc andreessen post; "13%→90%+ of production code"; "back him for the second time"

  53. founders fund sole investor in $175m round · aibusiness.com · 2024-04-30 (day) · original ID: src-hp-aibusiness-2b · Other public citations of this URL

    founders fund sole investor in $175m round

  54. $240m raised · axios · 2025-04-17 (day) · original ID: src-hp-axios-openai-windsurf · Other public citations of this URL

    $240m raised; $1.25b post summer 2024

  55. ~$400m at $10.2b · bloomberg · 2025-09-08 (day) · original ID: src-hp-bloomberg-10b · Other public citations of this URL

    ~$400m at $10.2b; investor list

  56. ~$4b round led by 8vc · bloomberg · 2025-03-17 (day) · original ID: src-hp-bloomberg-4b · Other public citations of this URL

    ~$4b round led by 8vc

  57. ashlee vance launch feature · bloomberg · 2024-03-12 (day) · original ID: src-hp-bloomberg-gold-medalist-coders · Other public citations of this URL

    ashlee vance launch feature; corp ~2 months old; 10-person staff; $21m; founder roles; yan harvard color

  58. openai ~$3b talks begin · bloomberg · 2025-04-16 (day) · original ID: src-hp-bloomberg-openai-windsurf · Other public citations of this URL

    openai ~$3b talks begin

  59. what remains of windsurf framing · bloomberg · 2025-07-14 (day) · original ID: src-hp-bloomberg-windsurf-acq · Other public citations of this URL

    "what remains of windsurf" framing

  60. full dated post index used for timeline items · cognition.com · 2026-09-16 (day) · original ID: src-hp-cognition-blog-index · Other public citations of this URL

    full dated post index used for timeline items (ga, 2.x, swe-x, partnerships, offices, acquisitions)

  61. walden yan essay · cognition.com · 2025-06-12 (day) · original ID: src-hp-cognition-dont-build-multi-agents · Other public citations of this URL

    walden yan essay; context-engineering principles

  62. ga at $500/mo, no seat limits, slack/ide/api · cognition.com · 2024-12-10 (day) · original ID: src-hp-cognition-ga · Other public citations of this URL

    ga at $500/mo, no seat limits, slack/ide/api

  63. scott wu launch post · cognition.com · 2024-03-12 (day) · original ID: src-hp-cognition-introducing-devin · Other public citations of this URL

    scott wu launch post; swe-bench 13.86% claim; "tireless, skilled teammate"; early-access waitlist

  64. mcp server connections for devin · cognition.com · 2025-07-22 (day) · original ID: src-hp-cognition-mcp-marketplace · Other public citations of this URL

    mcp server connections for devin

  65. walden yan follow-up revising 2025 thesis · cognition.com · 2026-04-22 (day) · original ID: src-hp-cognition-multi-agents-working · Other public citations of this URL

    walden yan follow-up revising 2025 thesis

  66. scott wu: >$400m at $10.2b post · cognition.com · 2025-09-08 (day) · original ID: src-hp-cognition-series-c · Other public citations of this URL

    scott wu: >$400m at $10.2b post; arr $1m→$73m; <$20m lifetime burn; customer names; new hires

  67. do it all with devin: >$2b at $48b, a16z + accel · cognition.com · 2026-09-08 (day) · original ID: src-hp-cognition-series-e · Other public citations of this URL

    "do it all with devin": >$2b at $48b, a16z + accel

  68. methodology: 25% subset (570/2294), unassisted, github eval harness · cognition.com · 2024-03-15 (day) · original ID: src-hp-cognition-swebench-report · Other public citations of this URL

    methodology: 25% subset (570/2294), unassisted, github eval harness

  69. verbatim: 9-person founding team, hyperscaler, tree search · davidsenra.com · 2025 (year) · original ID: src-hp-davidsenra-scott-wu · Other public citations of this URL

    verbatim: 9-person founding team, hyperscaler, tree search; notes: aug 2023 founding, scale ai stint claim

  70. linkedin post relaying cognitions ga announcement verbatim · linkedin · 2024-12-10 (day) · original ID: src-hp-devin-ga-linkedin · Other public citations of this URL

    linkedin post relaying cognition's ga announcement verbatim; "16x" claim; nubank/vesta/ramp; oss contributions

  71. release notes confirming ga terms/date · docs.devin.ai · 2024 (year) · original ID: src-hp-docs-devin-2024 · Other public citations of this URL

    release notes confirming ga terms/date

  72. bloomberg syndication: run-rate $492m vs $37m · economic times · 2026-05-27 (day) · original ID: src-hp-et-26b · Other public citations of this URL

    bloomberg syndication: run-rate $492m vs $37m; >90% internal code by devin (wu)

  73. exclusivity lapsed · fortune · 2025-07-11 (day) · original ID: src-hp-fortune-openai-windsurf · Other public citations of this URL

    exclusivity lapsed; codeium→windsurf rename; investor list

  74. notes on yans context-engineering conversation · linkedin · 2025-07 (month) · original ID: src-hp-jxnl-walden-notes · Other public citations of this URL

    notes on yan's context-engineering conversation

  75. president since jan 2024 · linkedin · 2026-09-16 (day) · original ID: src-hp-linkedin-russell-kaplan · Other public citations of this URL

    president since jan 2024; ex-scale ai dir eng/ml; aug 2026 exec-hires post (grewal, art l., palmer)

  76. ceo since nov 2023 · linkedin · 2026-09-16 (day) · original ID: src-hp-linkedin-scott-wu · Other public citations of this URL

    ceo since nov 2023; lunchclub cto jun 2017–jun 2022; addepar 2014-15; headcount band 300-400

  77. $175m at $2b · maginative.com · 2024-04-25 (day) · original ID: src-hp-maginative-175m · Other public citations of this URL

    $175m at $2b; wsj detail on rejected offers

  78. $21m series a · maginative.com · 2024-03-12 (day) · original ID: src-hp-maginative-devin-launch · Other public citations of this URL

    $21m series a; collisons/elad gil/chris re; wu "deep algorithmic problem" quote

  79. compiled leadership bios · mungomash.com · 2026-09-16 (day) · original ID: src-hp-mungomash-leadership · Other public citations of this URL

    compiled leadership bios; crypto-pivot claim; yan bio details (thiel, anysphere, deepreason)

  80. nyt on the talent raid · the new york times · 2025-07-11 (day) · original ID: src-hp-nyt-google-windsurf · Other public citations of this URL

    nyt on the talent raid; microsoft-ip concerns

  81. early-access user write-up · ppaolo.substack.com · 2024-05-09 (day) · original ID: src-hp-ppaolo-devin · Other public citations of this URL

    early-access user write-up; "silas" ran early access

  82. gergely orosz on the debunk + cognitions walk-back · newsletter.pragmaticengineer.com · 2024-04 (month) · original ID: src-hp-pragmatic-pulse-90 · Other public citations of this URL

    gergely orosz on the debunk + cognition's walk-back

  83. series e $2b at $48b · reuters · 2026-09-08 (day) · original ID: src-hp-reuters-48b · Other public citations of this URL

    series e $2b at $48b; a16z/accel/ff/gc/avenir

  84. jeff wang email quote · reuters · 2025-07-14 (day) · original ID: src-hp-reuters-cognition-windsurf · Other public citations of this URL

    jeff wang email quote; windsurf $243m raised/$1.25b prior val

  85. google $2.4b nonexclusive license + hires · reuters · 2025-07-11 (day) · original ID: src-hp-reuters-google-windsurf · Other public citations of this URL

    google $2.4b nonexclusive license + hires; no equity

  86. ~$900m run rate · siliconangle.com · 2026-09-08 (day) · original ID: src-hp-siliconangle-48b · Other public citations of this URL

    ~$900m run rate; 30+ firm syndicate incl. nvidia, t. rowe

  87. devin writes 95% of our code · sourcery.vc · 2026-07 (month) · original ID: src-hp-sourcery-scott-wu · Other public citations of this URL

    "devin writes 95% of our code"; $492m arr; customer names; windsurf weekend negotiation

  88. microsoft build partnership · techzine.eu · 2024-05 (month) · original ID: src-hp-techzine-msft · Other public citations of this URL

    microsoft build partnership; devin on azure

  89. early testers (andrew kean gao) · the-decoder.com · 2024-03-13 (day) · original ID: src-hp-the-decoder-devin · Other public citations of this URL

    early testers (andrew kean gao); waitlist status

  90. participant list: founders fund, khosla, elad gil, conviction · theaiinsider.tech · 2025-03-19 (day) · original ID: src-hp-theaiinsider-4b · Other public citations of this URL

    participant list: founders fund, khosla, elad gil, conviction

  91. original reporting on layoffs/buyouts · the information · 2025-08 (month) · original ID: src-hp-theinformation-buyouts · Other public citations of this URL

    original reporting on layoffs/buyouts

  92. >$2.5b total raised; ~53x revenue multiple · the next web · 2026-05-27 (day) · original ID: src-hp-tnw-26b · Other public citations of this URL

    >$2.5b total raised; ~53x revenue multiple observation

  93. loi/waterfall detail · timesofindia.indiatimes.com · 2025-07 (month) · original ID: src-hp-toi-microsoft-windsurf · Other public citations of this URL

    loi/waterfall detail; microsoft ip friction

  94. wang interim ceo · the verge · 2025-07-11 (day) · original ID: src-hp-verge-google-windsurf · Other public citations of this URL

    wang interim ceo; graham moreno president; deepmind agentic coding

  95. relays the information: $175m at $2b, founders fund led both rounds · voicebot.ai · 2024-04-25 (day) · original ID: src-hp-voicebot-2b · Other public citations of this URL

    relays the information: $175m at $2b, founders fund led both rounds

  96. founding aug/nov 2023 discrepancy · wikipedia · 2026-09-16 (day) · original ID: src-hp-wiki-cognition · Other public citations of this URL

    founding aug/nov 2023 discrepancy; 10 ioi medals; neal wu/korotkevich/andrew he; 200 employees 2026

  97. verbatim we dont believe in work-life balance… memo · winbuzzer.com · 2025-08-05 (day) · original ID: src-hp-winbuzzer-buyouts · Other public citations of this URL

    verbatim "we don't believe in work-life balance…" memo

  98. pre-acquisition windsurf swe-1 launch (varun mohan quote) · businesswire.com · 2025-05-15 (day) · original ID: src-hp-windsurf-swe1 · Other public citations of this URL

    pre-acquisition windsurf swe-1 launch (varun mohan quote)

  99. wsj pro confirmation · the wall street journal · 2026-09-09 (day) · original ID: src-hp-wsj-48b · Other public citations of this URL

    wsj pro confirmation; altimeter, bain participation

  100. fan bio; jan-2023 founding claim (outlier) · yespress.io · 2026-09-16 (day) · original ID: src-hp-yespress-scott-wu · Other public citations of this URL

    fan bio; jan-2023 founding claim (outlier); 60% ex-founders stat

  101. ~15-person eng team each using ~5 devins · youtube · 2025 (year) · original ID: src-hp-youtube-inside-devin · Other public citations of this URL

    ~15-person eng team each using ~5 devins; ~25% of prs by devin; 8 pivots; name origin

  102. original demo video narrated by walden yan · youtube · 2024-03 (month) · original ID: src-hp-youtube-upwork-side-hustle · Other public citations of this URL

    original demo video narrated by walden yan

Structured research records

  1. the ioi apartment · cognition-eras · 2023–2024-02 (approximate)

    Original location

    Original structured fields
    {
      "id": "founding",
      "range": "2023–2024-02",
      "summary": "three ioi gold medalists work out of a new york apartment through roughly eight pivots — reportedly starting in crypto — before landing on the autonomous software engineer. the company formally incorporates around january 2024, hires russell kaplan as president, and takes $21m from founders fund.",
      "title": "the ioi apartment"
    }
  2. the first ai software engineer · cognition-eras · 2024 (year)

    Original location

    Original structured fields
    {
      "id": "launch",
      "range": "2024",
      "summary": "'introducing devin, the first ai software engineer' goes viral on a 13.86% swe-bench claim — then the internet of bugs debunk, a $2b round inside the debunk fortnight, and general availability at $500 a month in december.",
      "title": "the first ai software engineer"
    }
  3. the reality gap · cognition-eras · 2025-01 → 2025-06 (approximate)

    Original location

    Original structured fields
    {
      "id": "reality",
      "range": "2025-01 → 2025-06",
      "summary": "the reality-gap months: answer.ai's 3-of-20 evaluation, the $500→$20 price collapse of devin 2.0, deepwiki, walden yan's 'don't build multi-agents' — and a ~$4b round landing anyway.",
      "title": "the reality gap"
    }
  4. the windsurf twist · cognition-eras · 2025-06 → 2025-08 (approximate)

    Original location

    Original structured fields
    {
      "id": "windsurf",
      "range": "2025-06 → 2025-08",
      "summary": "the 72-hour deal: openai's ~$3b exclusivity lapses, google takes windsurf's founders for $2.4b, and cognition signs for everything left behind — then lays off 30 and offers the rest nine-month buyouts under an 80-hour culture memo.",
      "title": "the windsurf twist"
    }
  5. the independent agent lab · cognition-eras · 2025-09 → 2026-09 (approximate)

    Original location

    Original structured fields
    {
      "id": "scale",
      "range": "2025-09 → 2026-09",
      "summary": "the independent agent lab: $10.2b → $26b → $48b in twelve months, in-house swe models served by cerebras, devin desktop absorbing windsurf, government contracts, and a self-scored productivity guarantee.",
      "title": "the independent agent lab"
    }
  6. cognition founded · cognition-timeline · 2023 (year) · reported (original editorial confidence)

    Original location · source-b25285998fe2435401d2 · source-b7868bfa7340706966ba · source-298196c029df2c70115e · source-0075130f99cbed9bb442 · source-baacd3223944c1d1bd10 · source-347e5fe6fdd0840cc432

    Original structured fields
    {
      "confidence": "reported",
      "date": "2023",
      "detail": "scott wu, steven hao, and walden yan — all ioi gold medalists — found cognition in a new york apartment. the founding date is genuinely disputed: august 2023 (wikipedia body, david senra's notes) versus november 2023 (wikipedia's own infobox, wu's linkedin); an outlier fan bio claims january 2023. per wu the team ran ~eight pivots first, the earliest reportedly a crypto project.",
      "era": "founding",
      "id": "evt-founded",
      "sourceIds": [
        "src-hp-wiki-cognition",
        "src-hp-davidsenra-scott-wu",
        "src-hp-linkedin-scott-wu",
        "src-hp-youtube-inside-devin",
        "src-hp-mungomash-leadership",
        "src-hp-yespress-scott-wu"
      ],
      "title": "cognition founded"
    }
  7. incorporated; kaplan joins · cognition-timeline · 2024-01 (month) · reported (original editorial confidence)

    Original location · source-9766dba982b47007668b · source-ce4e009600ed0f3eeec9

    Original structured fields
    {
      "confidence": "reported",
      "date": "2024-01",
      "detail": "the company formally incorporates — bloomberg's launch-day feature notes it 'didn't even officially exist as a corporation until two months ago.' the same month russell kaplan, scale ai's director of engineering and ml (helia founder, tesla autopilot before that), joins as president.",
      "era": "founding",
      "id": "evt-incorporated",
      "sourceIds": [
        "src-hp-bloomberg-gold-medalist-coders",
        "src-hp-linkedin-russell-kaplan"
      ],
      "title": "incorporated; kaplan joins"
    }
  8. $21m at ~$350m · cognition-timeline · 2024-03-12 (day) · confirmed (original editorial confidence)

    Original location · source-9766dba982b47007668b · source-de782531782ee30c543c · source-c8c2094cb9aecc0e6a78 · source-1cd84a11f556aa6259f8

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2024-03-12",
      "detail": "the $21m round is disclosed alongside the launch — led by founders fund with peter thiel personally involved; angels include elad gil, patrick and john collison, chris re, and sarah guo — at a ~$350m valuation. the round is labeled both 'seed' and 'series a' across sources; the label question never resolves.",
      "era": "founding",
      "id": "evt-21m",
      "sourceIds": [
        "src-hp-bloomberg-gold-medalist-coders",
        "src-hp-maginative-devin-launch",
        "src-ci-wsj-2b",
        "src-hp-cognition-introducing-devin"
      ],
      "title": "$21m at ~$350m"
    }
  9. introducing devin · cognition-timeline · 2024-03-12 (day) · confirmed (original editorial confidence)

    Original location · source-1cd84a11f556aa6259f8 · source-9766dba982b47007668b · source-f2e0cbf94ab181056995 · source-d016a353d57b98772c12 · source-326761c643cff08b75a1

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2024-03-12",
      "detail": "scott wu publishes 'introducing devin, the first ai software engineer': a tireless teammate with shell, editor, and browser in a sandbox, claiming 13.86% on swe-bench — footnoted as a random 25% subset, devin unassisted while other models were assisted — versus a prior 1.96%. upwork job demos narrated by walden yan; the cta is literally 'hire devin.' the launch tweet goes viral; ashlee vance's 'gold-medalist coders' feature runs the same day.",
      "era": "launch",
      "id": "evt-introducing-devin",
      "sourceIds": [
        "src-hp-cognition-introducing-devin",
        "src-hp-bloomberg-gold-medalist-coders",
        "src-ci-itdoeswhatnow",
        "src-ci-hn-devin-launch",
        "src-hp-youtube-upwork-side-hustle"
      ],
      "title": "introducing devin"
    }
  10. opendevin appears overnight · cognition-timeline · 2024-03-13 (day) · confirmed (original editorial confidence)

    Original location · source-04a52da8b85ef9ef6d97

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2024-03-13",
      "detail": "the open-source replication begins one day after launch: the opendevin repository is created — the project that becomes openhands (~85k stars). the community's answer to a demo it couldn't inspect.",
      "era": "launch",
      "id": "evt-opendevin",
      "sourceIds": [
        "src-ci-opendevin-repo"
      ],
      "title": "opendevin appears overnight"
    }
  11. the swe-bench report · cognition-timeline · 2024-03-15 (day) · confirmed (original editorial confidence)

    Original location · source-4bace6acc227d708b29c

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2024-03-15",
      "detail": "the swe-bench technical report publishes the methodology — 570 of 2,294 issues, unassisted — and cognition releases its eval harness plus devin's actual edits on github. unusually transparent for a launch claim; the 25%-subset caveat still does the reputational damage.",
      "era": "launch",
      "id": "evt-swebench-report",
      "sourceIds": [
        "src-hp-cognition-swebench-report"
      ],
      "title": "the swe-bench report"
    }
  12. the debunk · cognition-timeline · 2024-04 (month) · confirmed (original editorial confidence)

    Original location · source-4ee75c4645a1b4f5f051 · source-a325c78864f6c71c26cc · source-e97feb492bee36b9a9d0 · source-dc0e46d1ff6f1c20f836 · source-70bb5f6113202df035f1

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2024-04",
      "detail": "internet of bugs (carl brown) publishes the frame-by-frame debunk of the upwork demo: the client had asked for setup instructions, the readme already contained them, devin debugged files that didn't exist in the repo, and hours of work compressed to ~36 minutes for a human. the hn thread hits the front page; ai made simple adds that the listing was found by searching 'road damage' — a curated demo. no formal rebuttal from cognition is documented.",
      "era": "launch",
      "id": "evt-debunk",
      "sourceIds": [
        "src-ci-iob-debunk-video",
        "src-ci-hn-debunk-thread",
        "src-ci-aims-misleading-communication",
        "src-ci-gist-rebutting-devin",
        "src-hp-pragmatic-pulse-90"
      ],
      "title": "the debunk"
    }
  13. $175m at ~$2b · cognition-timeline · 2024-04-24 (day) · confirmed (original editorial confidence)

    Original location · source-e2ac6a3e6ff812c2e039 · source-a228f2b93d58ff879291 · source-5de8fc0df463af7a033c · source-c8c2094cb9aecc0e6a78

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2024-04-24",
      "detail": "inside the debunk fortnight: a $175m round closes at ~$2b — the information first, founders fund the sole investor per ai business — after the company reportedly turned down offers at ~$1b. the signature dissonance of the era: review scores and valuation fully decoupled.",
      "era": "launch",
      "id": "evt-2b",
      "sourceIds": [
        "src-hp-voicebot-2b",
        "src-hp-maginative-175m",
        "src-hp-aibusiness-2b",
        "src-ci-wsj-2b"
      ],
      "title": "$175m at ~$2b"
    }
  14. the waitlist opens, microsoft signs on · cognition-timeline · 2024-05 (month) · reported (original editorial confidence)

    Original location · source-4b59677cc2bcb17d4220 · source-88aa5581b854357a4b39 · source-2e6f9b6f31369ae7d97e · source-516c817d5bd2f10702dc

    Original structured fields
    {
      "confidence": "reported",
      "date": "2024-05",
      "detail": "early access expands from ~250 accounts — a cognition tweet around april 17 says 'we just asked devin to help us send out the first batch of invitations.' public write-ups by early users appear (ppaolo's in-depth analysis; student andrew kean gao among the first testers). at microsoft build, a partnership is announced: devin on azure, aimed at code migration and modernization.",
      "era": "launch",
      "id": "evt-early-access",
      "sourceIds": [
        "src-ci-scitech-devin",
        "src-hp-ppaolo-devin",
        "src-hp-the-decoder-devin",
        "src-hp-techzine-msft"
      ],
      "title": "the waitlist opens, microsoft signs on"
    }
  15. the update cadence · cognition-timeline · 2024-06-05 (day) · confirmed (original editorial confidence)

    Original location · source-eed19973dcd9a081d078

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2024-06-05",
      "detail": "the monthly-update cadence begins — first product update june 5, 'using devin to recover from the crowdstrike outage' july 20, and the o1 evaluation post september 12 ('how we evaluate coding agents'). the engineering blog becomes the company's public interface while access stays gated.",
      "era": "launch",
      "id": "evt-blog-cadence",
      "sourceIds": [
        "src-hp-cognition-blog-index"
      ],
      "title": "the update cadence"
    }
  16. general availability at $500 · cognition-timeline · 2024-12-10 (day) · confirmed (original editorial confidence)

    Original location · source-6d4a79b9a73398550228 · source-15d08bc282ccdc5d3f47 · source-6a4044bf6dc1be187686 · source-485691c07f3bc24f5537 · source-e7d284c0268db13f0a41

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2024-12-10",
      "detail": "devin reaches general availability eight months after the unveil: $500/month flat, no seat limits, slack as the primary interface plus an ide extension and api. the ga post claims project timelines 'accelerated by as much as 16x' (self-reported); early customers named: nubank, vesta, ramp. two days later the devin open source initiative gives free acus to oss maintainers, with devin contributions to anthropic's mcp, llamaindex, and zod.",
      "era": "launch",
      "id": "evt-ga",
      "sourceIds": [
        "src-hp-cognition-ga",
        "src-hp-devin-ga-linkedin",
        "src-ci-gadgets360-ga",
        "src-hp-docs-devin-2024",
        "src-ci-productgeeks-pricing"
      ],
      "title": "general availability at $500"
    }
  17. the answer.ai evaluation · cognition-timeline · 2025-01-08 (day) · confirmed (original editorial confidence)

    Original location · source-4b763167f018c772675f · source-f100da13fced364e392d · source-c74b167d1a26f38e3de9 · source-cd449b9cadea032c1639 · source-c10eb6b78377b420c67f

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-01-08",
      "detail": "answer.ai publishes the standing independent evaluation: of 20 attempted tasks, 3 successes, 3 inconclusive, 14 failures — 'devin would spend days pursuing impossible solutions rather than recognizing fundamental blockers,' and 'we couldn't discern any pattern to predict which tasks would work.' the register's headline: ''first ai software engineer' is bad at its job.'",
      "era": "reality",
      "id": "evt-answerai",
      "sourceIds": [
        "src-ci-answerai-devin",
        "src-ci-register-devin-bad",
        "src-ci-futurism-devin",
        "src-ci-itpro-devin",
        "src-ci-wetware-devin"
      ],
      "title": "the answer.ai evaluation"
    }
  18. devin 1.2 · cognition-timeline · 2025-01-16 (day) · confirmed (original editorial confidence)

    Original location · source-eed19973dcd9a081d078

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-01-16",
      "detail": "devin 1.2 — repository-context reasoning, voice messages, enterprise account management, and usage-based billing: the first crack in the $500 flat price.",
      "era": "reality",
      "id": "evt-devin-12",
      "sourceIds": [
        "src-hp-cognition-blog-index"
      ],
      "title": "devin 1.2"
    }
  19. ~$4b anyway · cognition-timeline · 2025-03-17 (day) · confirmed (original editorial confidence)

    Original location · source-69424c428d72c11b30d5 · source-156199f4583ba6cf2469 · source-683e5bd3e85a452a2e90

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-03-17",
      "detail": "a growth round of 'hundreds of millions' lands at ~$4b, led by 8vc with lux capital co-leading per cognition; founders fund, khosla, elad gil, and conviction participate. it arrives two months after the answer.ai evaluation — the valuation-decoupled-from-reviews pattern made literal.",
      "era": "reality",
      "id": "evt-4b",
      "sourceIds": [
        "src-hp-bloomberg-4b",
        "src-hp-theaiinsider-4b",
        "src-hp-cognition-series-c"
      ],
      "title": "~$4b anyway"
    }
  20. devin 2.0, $20 · cognition-timeline · 2025-04-03 (day) · confirmed (original editorial confidence)

    Original location · source-03f118fe4a0ab653fd0f · source-355e81fa28799749c027 · source-897df7b97d91b3d2e451 · source-4563cb54b30168bbb274

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-04-03",
      "detail": "devin 2.0 — the agent-native ide experience, interactive planning, parallel devins, and devin search/wiki precursors — with the price collapse: a $20 core plan then pay-as-you-go acus at $2.25. techcrunch does the math (~2.25 hours of 'active devin work'); plain ai reads it as admission that 'the market for $500/month autonomous agents was much smaller than the press tour suggested.'",
      "era": "reality",
      "id": "evt-devin-2",
      "sourceIds": [
        "src-ci-devin2",
        "src-ci-tc-devin2",
        "src-ci-plainai-devin2",
        "src-ci-siliconangle-devin2"
      ],
      "title": "devin 2.0, $20"
    }
  21. openai circles windsurf · cognition-timeline · 2025-04-16 (day) · confirmed (original editorial confidence)

    Original location · source-86e74bdb34b9790b77af · source-f911a08b0f34a4ae3da3 · source-b495851e01f30a9a3a0a

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-04-16",
      "detail": "bloomberg and axios report openai in talks to acquire windsurf for ~$3b — the deal whose collapse will define cognition's summer. windsurf (fka codeium, founded 2021 by mit classmates varun mohan and douglas chen) had raised ~$240m and was last valued at $1.25b.",
      "era": "reality",
      "id": "evt-openai-windsurf-talks",
      "sourceIds": [
        "src-hp-bloomberg-openai-windsurf",
        "src-hp-axios-openai-windsurf",
        "src-hp-fortune-openai-windsurf"
      ],
      "title": "openai circles windsurf"
    }
  22. deepwiki; devin 2.1; windsurf's swe-1 · cognition-timeline · 2025-05-05 (day) · confirmed (original editorial confidence)

    Original location · source-eed19973dcd9a081d078 · source-4990a394d67e38b6b110 · source-a436ee5f98771146f3b0

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-05-05",
      "detail": "deepwiki launches — free ai-generated documentation for any public github repo, the code-understanding surface that becomes devin wiki's sibling. ten days later devin 2.1 ships confidence indicators (green/yellow/red); the same day a still-independent windsurf launches its swe-1 model family.",
      "era": "reality",
      "id": "evt-deepwiki",
      "sourceIds": [
        "src-hp-cognition-blog-index",
        "src-hp-windsurf-swe1",
        "src-ci-tc-swe1"
      ],
      "title": "deepwiki; devin 2.1; windsurf's swe-1"
    }
  23. don't build multi-agents · cognition-timeline · 2025-06-12 (day) · confirmed (original editorial confidence)

    Original location · source-9fae7c1edd91ab4d1da5 · source-c234f9223b6ea0e628d7

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-06-12",
      "detail": "walden yan publishes 'don't build multi-agents' — the essay that popularizes 'context engineering' over prompt engineering: 'share context'; 'actions carry implicit decisions'; the field 'still playing with raw html & css.' cognition's most durable intellectual export.",
      "era": "reality",
      "id": "evt-dont-build-multi-agents",
      "sourceIds": [
        "src-hp-cognition-dont-build-multi-agents",
        "src-hp-jxnl-walden-notes"
      ],
      "title": "don't build multi-agents"
    }
  24. anthropic cuts windsurf's claude · cognition-timeline · 2025-06-03 (day) · confirmed (original editorial confidence)

    Original location · source-a0b73d6c6460bfbb2536 · source-990a55a3b7e738c35a5f · source-94b4317cf426353447ed

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-06-03",
      "detail": "anthropic cuts windsurf's first-party claude 3.x capacity with under five days' notice, amid the openai acquisition rumors — jared kaplan: 'i think it would be odd for us to be selling claude to openai.' windsurf's arr had reportedly touched ~$100m in april and slipped toward ~$82m in the squeeze.",
      "era": "windsurf",
      "id": "evt-anthropic-cut",
      "sourceIds": [
        "src-ci-tc-anthropic-windsurf",
        "src-ci-tc-anthropic-kaplan",
        "src-ci-tc-cognition-windsurf"
      ],
      "title": "anthropic cuts windsurf's claude"
    }
  25. google takes the brain · cognition-timeline · 2025-07-11 (day) · confirmed (original editorial confidence)

    Original location · source-f2fd2757849515c1d029 · source-f55e8ee9e036f70a2fbf · source-5b6c5aa3587982e2cf47 · source-44e507d111736076cca2 · source-b495851e01f30a9a3a0a · source-4c12a14fc5b331336589

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-07-11",
      "detail": "hours after openai's exclusivity lapses — reported casualty: microsoft ip-access friction — google announces a $2.4b non-exclusive license plus the hires: ceo varun mohan, co-founder douglas chen, and senior r&d into deepmind to work on agentic coding for gemini. no equity stake. jeff wang (head of business) becomes interim ceo of the ~250-person shell; graham moreno becomes president.",
      "era": "windsurf",
      "id": "evt-google-deal",
      "sourceIds": [
        "src-hp-reuters-google-windsurf",
        "src-hp-verge-google-windsurf",
        "src-hp-nyt-google-windsurf",
        "src-ci-bloomberg-openai-windsurf",
        "src-hp-fortune-openai-windsurf",
        "src-hp-toi-microsoft-windsurf"
      ],
      "title": "google takes the brain"
    }
  26. goldman 'hires' devin · cognition-timeline · 2025-07-11 (day) · confirmed (original editorial confidence)

    Original location · source-b6e5c775815587115dc6 · source-30e4b4096d35485ca680 · source-6ec5475aad662f790417

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-07-11",
      "detail": "the same day, cnbc breaks the goldman deployment — cio marco argenti: 'we're going to start augmenting our workforce with devin, which is going to be like our new employee… initially, we will have hundreds of devins [and] that might go into the thousands.' first major bank on devin, per cognition; supervised, on drudgery work like legacy updates; argenti claims 3–4x productivity versus prior tools.",
      "era": "windsurf",
      "id": "evt-goldman",
      "sourceIds": [
        "src-ci-cnbc-goldman",
        "src-ci-fortune-goldman",
        "src-ci-fastcompany-goldman"
      ],
      "title": "goldman 'hires' devin"
    }
  27. cognition takes the body · cognition-timeline · 2025-07-14 (day) · confirmed (original editorial confidence)

    Original location · source-61d59736ca4b7ce170ce · source-94b4317cf426353447ed · source-a6aa66c987d69b755926 · source-c33934e68c6680491353 · source-b6e086a3e5695e65bbf8 · source-ec4f92d65052bb02450c · source-a2bb447fdb8e3a7ffeb3

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-07-14",
      "detail": "cognition signs the definitive agreement for everything google left: the ip, product, trademark and brand, the ~250-person team, $82m arr, 350+ enterprise customers, and 'hundreds of thousands' of daus — with full claude access restored. first call friday ~5pm, signed monday morning. wu's memo: '100% of windsurf employees will participate financially… vesting cliffs waived… fully accelerated vesting… there's only one boat and we're all in it together.' price undisclosed; secondaries estimate ~$250m.",
      "era": "windsurf",
      "id": "evt-cognition-windsurf",
      "sourceIds": [
        "src-ci-cognition-windsurf",
        "src-ci-tc-cognition-windsurf",
        "src-hp-reuters-cognition-windsurf",
        "src-ci-vb-cognition-windsurf",
        "src-hp-bloomberg-windsurf-acq",
        "src-ci-bi-jeff-wang",
        "src-ci-ethanding-margin"
      ],
      "title": "cognition takes the body"
    }
  28. the mcp marketplace · cognition-timeline · 2025-07-22 (day) · confirmed (original editorial confidence)

    Original location · source-f93be2dd5a18f96f08c2

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-07-22",
      "detail": "devin's mcp marketplace launches — the agent plugs into the mcp server ecosystem eight days post-acquisition.",
      "era": "windsurf",
      "id": "evt-mcp-marketplace",
      "sourceIds": [
        "src-hp-cognition-mcp-marketplace"
      ],
      "title": "the mcp marketplace"
    }
  29. the 80-hour memo · cognition-timeline · 2025-08-05 (day) · confirmed (original editorial confidence)

    Original location · source-8827c28061e1bf34e62a · source-0a0cecc79cd64aa50d04 · source-09db40bd806a92edb803 · source-10927a9e93c93173b6a2 · source-3aeaa9d3aa5c57c0c589 · source-94b86d8bccd595dc76a8

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-08-05",
      "detail": "three weeks after the 'one boat' memo: 30 windsurf-team layoffs and nine-month buyouts offered to the ~200 remaining (decide by august 10); stay means six office days a week and 80+ hour weeks. wu's memo, verbatim: 'we don't believe in work-life balance—building the future of software engineering is a mission we all care so deeply about that we couldn't possibly separate the two.' wu publicly owns it: 'many of us literally live where we work.'",
      "era": "windsurf",
      "id": "evt-buyouts",
      "sourceIds": [
        "src-hp-theinformation-buyouts",
        "src-ci-tc-buyouts",
        "src-hp-winbuzzer-buyouts",
        "src-ci-et-buyouts",
        "src-ci-inc-buyouts",
        "src-ci-ainews-buyouts"
      ],
      "title": "the 80-hour memo"
    }
  30. series c, $10.2b · cognition-timeline · 2025-09-08 (day) · confirmed (original editorial confidence)

    Original location · source-683e5bd3e85a452a2e90 · source-f23daa466d191fbf5e18 · source-bc4cf49943863860ecf0 · source-e46a6f81e3d0da7c7abe · source-71c420ef4412691e3ba4

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-09-08",
      "detail": "the >$400m series c lands at $10.2b post, led by founders fund with lux, 8vc, neo, elad gil, definition, swish, and new names bain capital ventures, hanabi, d1. wu's metrics post is the real document: devin arr $1m (sep 2024) → $73m (jun 2025), lifetime net burn under $20m, >30% combined enterprise-arr growth in the seven weeks post-windsurf, <5% customer overlap — all self-reported. christian lawless (conversion capital), emily cohen (neo), and swyx join full-time.",
      "era": "scale",
      "id": "evt-series-c",
      "sourceIds": [
        "src-hp-cognition-series-c",
        "src-hp-bloomberg-10b",
        "src-ci-tc-10b",
        "src-ci-cnbc-10b",
        "src-ci-pitchbook-10b"
      ],
      "title": "series c, $10.2b"
    }
  31. rebuilt on sonnet 4.5 · cognition-timeline · 2025-09-29 (day) · confirmed (original editorial confidence)

    Original location · source-eed19973dcd9a081d078

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-09-29",
      "detail": "devin is rebuilt on claude sonnet 4.5 and devin agent preview ships — '2x faster, 12% better on our jr. developer evals' (self-reported).",
      "era": "scale",
      "id": "evt-sonnet-45",
      "sourceIds": [
        "src-hp-cognition-blog-index"
      ],
      "title": "rebuilt on sonnet 4.5"
    }
  32. swe-1.5 and the swe-bench disclaimer · cognition-timeline · 2025-10-29 (day) · confirmed (original editorial confidence)

    Original location · source-d84f4f544323a3347892 · source-eed19973dcd9a081d078

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-10-29",
      "detail": "swe-1.5 — a frontier-size in-house model served by cerebras at up to 950 tok/s, claimed 6x faster than haiku 4.5 and 13x than sonnet 4.5 on swe-bench pro (self-reported). the post's buried confession matters more than the benchmarks: 'we stopped reporting swe-bench numbers in 2024' — the company that minted the benchmark's pr value disclaimed it. (swe-grep and swe-grep-mini, fast retrieval models, shipped october 16.)",
      "era": "scale",
      "id": "evt-swe-15",
      "sourceIds": [
        "src-ci-cognition-swe15",
        "src-hp-cognition-blog-index"
      ],
      "title": "swe-1.5 and the swe-bench disclaimer"
    }
  33. the 18-month review · cognition-timeline · 2025-11-14 (day) · confirmed (original editorial confidence)

    Original location · source-eed19973dcd9a081d078 · source-b25285998fe2435401d2 · source-298196c029df2c70115e

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2025-11-14",
      "detail": "'devin's 2025 performance review: learnings from 18 months of agents at work' — the retrospective claiming devin embedded at 'thousands of companies' (self-reported). by late 2025 the team is reportedly ~200; linkedin later shows 300–400 across 21 countries.",
      "era": "scale",
      "id": "evt-perf-review",
      "sourceIds": [
        "src-hp-cognition-blog-index",
        "src-hp-wiki-cognition",
        "src-hp-linkedin-scott-wu"
      ],
      "title": "the 18-month review"
    }
  34. infosys, devin review, london · cognition-timeline · 2026-01 (month) · confirmed (original editorial confidence)

    Original location · source-eed19973dcd9a081d078

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2026-01",
      "detail": "the january push: an infosys partnership puts devin across its org and client base (01-07); devin review launches as the 'ai to stop slop' (01-21); the london office opens — first in europe — alongside a cognizant partnership (01-28). the enterprise-distribution era starts.",
      "era": "scale",
      "id": "evt-january-push",
      "sourceIds": [
        "src-hp-cognition-blog-index"
      ],
      "title": "infosys, devin review, london"
    }
  35. devin 2.2 and cognition for government · cognition-timeline · 2026-02-24 (day) · confirmed (original editorial confidence)

    Original location · source-5f0b805f7dcb4759ecbb · source-1108a3592afcb0b0a870 · source-eed19973dcd9a081d078

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2026-02-24",
      "detail": "devin 2.2 ships, billed as 'the most important update to devin since launch'; 'cognition for government' launches the next day. two days later 'how cognition uses devin to build devin' — the dogfooding account behind the 90%+ internal-code claims.",
      "era": "scale",
      "id": "evt-devin-22-gov",
      "sourceIds": [
        "src-ci-cognition-devin22",
        "src-ci-cognition-gov",
        "src-hp-cognition-blog-index"
      ],
      "title": "devin 2.2 and cognition for government"
    }
  36. devins managing devins · cognition-timeline · 2026-03-19 (day) · confirmed (original editorial confidence)

    Original location · source-eed19973dcd9a081d078 · source-9436d410de526200cd83

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2026-03-19",
      "detail": "'devin can now manage devins' — delegation to parallel managed devins — plus scheduled devins. the agent starts supervising agents; swe-1.6 previewed earlier in the month.",
      "era": "scale",
      "id": "evt-manage-devins",
      "sourceIds": [
        "src-hp-cognition-blog-index",
        "src-ci-cognition-swe16"
      ],
      "title": "devins managing devins"
    }
  37. devin inside windsurf · cognition-timeline · 2026-04-15 (day) · confirmed (original editorial confidence)

    Original location · source-a32666ad7205106c60a6 · source-eed19973dcd9a081d078

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2026-04-15",
      "detail": "'devin in windsurf' — the promised product integration ships: the devin agent inside the windsurf ide. 'local agents make you faster. cloud agents do the work while you're not there.' the same fortnight: swe-1.6, cognition japan (takumi masai), swe-check (an rl bug-detection model with applied compute), new self-serve plans, and a mercedes-benz deployment with the devin cli.",
      "era": "scale",
      "id": "evt-devin-in-windsurf",
      "sourceIds": [
        "src-ci-cognition-devin-windsurf",
        "src-hp-cognition-blog-index"
      ],
      "title": "devin inside windsurf"
    }
  38. the multi-agents revision · cognition-timeline · 2026-04-22 (day) · confirmed (original editorial confidence)

    Original location · source-f3dc3cc7e25ddc3ef223

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2026-04-22",
      "detail": "walden yan's follow-up, 'multi-agents: what's actually working,' narrows the 2025 thesis: multiple agents may contribute intelligence to a task while writes stay single-threaded.",
      "era": "scale",
      "id": "evt-multi-agents-2",
      "sourceIds": [
        "src-hp-cognition-multi-agents-working"
      ],
      "title": "the multi-agents revision"
    }
  39. series d, $26b · cognition-timeline · 2026-05-27 (day) · confirmed (original editorial confidence)

    Original location · source-770685a75fe60643a3de · source-3846429f3a0524c45932 · source-dea7568078b4139c7cd8 · source-95bf3fd6ebcbd36ff2d7 · source-2c0461fda976e37ccac6

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2026-05-27",
      "detail": "the series d: >$1b at $26b post ($25b pre), co-led by lux capital, general catalyst, and 8vc, with ribbit, atreides, and layer global new. run-rate revenue $492m versus $37m a year earlier; wu claims >90% of cognition's internal code is written by devin (self-reported); the positioning word is 'the independent agent lab.' customers named include goldman, mercedes-benz, citi, and the us army and navy.",
      "era": "scale",
      "id": "evt-series-d",
      "sourceIds": [
        "src-ci-cognition-seriesd",
        "src-ci-tc-26b",
        "src-hp-et-26b",
        "src-ci-bloomberg-26b",
        "src-hp-tnw-26b"
      ],
      "title": "series d, $26b"
    }
  40. devin desktop · cognition-timeline · 2026-06-02 (day) · confirmed (original editorial confidence)

    Original location · source-7fdc5fd08e6263c65245 · source-c6eac868014fcc0ec96e

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2026-06-02",
      "detail": "devin desktop launches — 'the next generation of windsurf,' built around devin cloud and the agent command center. the acquisition's endgame: the ide becomes the agent's front end; by mid-2026 the phrasing is 'devin desktop, formerly windsurf.'",
      "era": "scale",
      "id": "evt-devin-desktop",
      "sourceIds": [
        "src-ci-cognition-devin-desktop",
        "src-hp-sourcery-scott-wu"
      ],
      "title": "devin desktop"
    }
  41. the productivity guarantee · cognition-timeline · 2026-06-04 (day) · confirmed (original editorial confidence)

    Original location · source-880f71389c97d5e693a1 · source-6bbf11a299b94ec9d060

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2026-06-04",
      "detail": "the ai productivity guarantee: an in-house estimator converts devin's output into engineer-hours, and if delivered value falls short of the price, 'cognition will fund your usage up to $10m.' outcome-priced agent labor — self-measured, which is both the point and the caveat.",
      "era": "scale",
      "id": "evt-guarantee",
      "sourceIds": [
        "src-ci-cognition-guarantee",
        "src-ci-cognition-aiproductivity"
      ],
      "title": "the productivity guarantee"
    }
  42. fedramp, genesis, the exec bench · cognition-timeline · 2026-07 (month) · confirmed (original editorial confidence)

    Original location · source-eed19973dcd9a081d078 · source-ce4e009600ed0f3eeec9

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2026-07",
      "detail": "the institutional summer: devin security swarm and the vulnerability remediation program (07-01/02); swe-1.7 (07-08); fedramp high (class d) in-process and the 'making fable cheaper than opus' post — naming the in-house fable model family (07-13); the windsurf anniversary post (07-14); acqui-hires of tierzero and the interaction company, makers of poke (07-20/23); an mou with the department of energy's genesis mission (07-22); the ltm partnership covering 260+ clients including 26 of the fortune 500 (07-28). russell kaplan announces the exec bench: paul grewal (ex-coinbase clo), art l. (ex-brex), jared palmer.",
      "era": "scale",
      "id": "evt-institutional-summer",
      "sourceIds": [
        "src-hp-cognition-blog-index",
        "src-hp-linkedin-russell-kaplan"
      ],
      "title": "fedramp, genesis, the exec bench"
    }
  43. series e, $48b · cognition-timeline · 2026-09-08 (day) · confirmed (original editorial confidence)

    Original location · source-20b876fce8c648bf65ad · source-97c95227f6616ff05173 · source-b5b4a2584a32aee86ff9 · source-29dc9c70ea6998db6f4a · source-8deab2ebbf22a0e570d8 · source-54073d33e81aedbbc0f6

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2026-09-08",
      "detail": "the series e: >$2b at $48b led by new investors a16z and accel plus founders fund, general catalyst, avenir, and a ~30-firm syndicate including nvidia (also a devin customer). run-rate revenue ~$900m per company statements relayed by press. marc andreessen's post supplies the coda: 'in the past year, devin has gone from writing 13% of cognition's production code to more than 90%' — and a16z is 'proud to back him for the second time,' the first being lunchclub.",
      "era": "scale",
      "id": "evt-series-e",
      "sourceIds": [
        "src-hp-cognition-series-e",
        "src-hp-reuters-48b",
        "src-ci-tc-48b",
        "src-hp-siliconangle-48b",
        "src-hp-wsj-48b",
        "src-hp-a16z-investing-cognition"
      ],
      "title": "series e, $48b"
    }
  44. swe-2, rsa-260, aws · cognition-timeline · 2026-09-09 (day) · confirmed (original editorial confidence)

    Original location · source-eed19973dcd9a081d078

    Original structured fields
    {
      "confidence": "confirmed",
      "date": "2026-09-09",
      "detail": "the september coda: a 'factoring rsa-260' research post (devin plus a researcher built a top gpu lattice siever); the swe-2 model launch; the dioxus team (jonathan kelley et al.) joins; the fusion harness for the in-house 'fable' and 'astra' models lands in devin desktop and cli (claimed up to 39% more efficient); and a multi-year aws strategic collaboration agreement (09-15).",
      "era": "scale",
      "id": "evt-september-coda",
      "sourceIds": [
        "src-hp-cognition-blog-index"
      ],
      "title": "swe-2, rsa-260, aws"
    }