Cognition raised $1B at $26B valuation; run-rate revenue hit $492M and Devin now writes 89% of the company's own code — a self-eating proof-of-concept.
Devin hits $445M ARR in 18 months with 8-week usage doubling, raising at $25B — US Army, Goldman Sachs, and Mercedes-Benz confirmed as enterprise customers.
swyx shows a 9-person team running $9M of conference revenue using Devin—'agents for everything else' is the most under-discussed AI trend of 2026.
swyx's AI Engineer London keynote and Karpathy's Sequoia chat both chart the same 2026 shift: coding agents escaping the dev stack into all knowledge work.
Cognition reports ~50% MoM enterprise growth for Devin after Windsurf founders joined Google, with full SDLC coverage and VPC deployment as key differentiators.
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