AI coding startup Cognition reportedly already in talks to raise at $40B valuation

AI 编程初创公司 Cognition 据悉正商谈以 400 亿美元估值进行融资

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 billion valuation in May. AI 编程智能体 Devin 的开发商 Cognition 据悉已在与投资者商谈新一轮融资，估值将实现大幅跃升。此前，该公司曾在今年 5 月以 260 亿美元的估值筹集了 10 亿美元资金。

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. 据彭博社援引消息人士称，基于 10 亿美元的年化收入运行率，本轮融资有望使其估值至少达到 400 亿美元。

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. 三个月前，在宣布上一轮融资时，Cognition 的 Scott Wu 向 TechCrunch 证实，公司已实现 4.92 亿美元的年化收入运行率，且过去六个月中，企业用户对 Devin 的使用量每月增长 50%。

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. 身为著名编程天才的 Wu 还告诉 TechCrunch，Devin 的定位并非取代人类。该智能体通常负责处理许多程序员不喜欢的长尾繁琐工作，例如更新旧软件或将应用程序从一个平台迁移到另一个平台。

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. 这或许可以解释它为何在采用该技术的企业中日益受到欢迎。该公司表示，其客户包括梅赛德斯-奔驰、美国国家航空航天局（NASA）和高盛。