AI 编程助手公司 Cognition 正以 400 亿美元估值融资

Cognition，AI 编程 Agent Devin 的开发商，据报道已与投资者洽谈新一轮融资，估值将大幅跃升。此前该公司曾在 5 月完成 10 亿美元融资，彼时估值 260 亿美元。

据彭博社援引消息人士报道，新一轮融资估值有望达到至少 400 亿美元，前提是实现 10 亿美元的年化收入 run rate。

三个月前，Cognition 在宣布上一轮融资时，Scott Wu 向 TechCrunch 确认，公司已实现 4.92 亿美元的年化收入 run rate，且过去六个月，企业用户对 Devin 的使用量每月环比增长 50%。

Scott Wu 本人也是一位传奇神童程序员。他同时告诉 TechCrunch，Devin 并不作为替代人类程序员的产品销售。Agent 通常承担的是许多程序员不喜欢的长尾苦差事，例如将旧软件升级到新版本，或将应用程序从一个平台迁移到另一个平台。这或许可以解释 Devin 在企业用户中日益增长的人气。公司表示，其客户包括梅赛德斯-奔驰、NASA 和高盛。

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Cognition, maker of the AI coding agent Devin, is reportedly already talking to investors about raising another funding round with a big leap in valuation, after it raised $1 billion at a $26 billon valuation in May.

This new round could deliver at least a $40 billion valuation based on achieving a $1 billion annualized revenue run rate, according to sources cited by Bloomberg.

Three months ago, when it announced its last raise, Cognition's Scott Wu confirmed to TechCrunch that it had achieved a $492 million annualized revenue run rate and that enterprises were growing their usage of Devin by 50% month-over-month for the past six months.

Wu, a famed wunderkind programmer himself, also told TechCrunch that Devin is not being sold as a human replacement. The agent is often tasked with doing long-tail grunt-work that many programmers dislike, such as bringing old software up to date or moving applications off one platform and onto another. This could account for much of its growing popularity among enterprises that have adopted it. The company says its customers include Mercedes-Benz, NASA, and Goldman Sachs.

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