Developer Tools

Cognition

High1/3 relationships sourcedProfile verified Aug 14, 2026

30-Second Executive Brief

Executive Assessment

Cognition functions as an established institution within Developer Tools, backed by 47% sourcing coverage, with accelerating strategic relevance.

  • Maintains 3 mapped relationships across the graph
  • 47% sourcing coverage across sourced relationships
  • Tracked as established institution within the Developer Tools category

Executive Snapshot

Strategic Role
Established Institution
Sourcing Coverage
47%
View Methodology →

Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.

Ecosystem Influence
High
Strategic Momentum
Accelerating

Coverage

Mapped Relationships
3
Technology Domains
4

Strategic Implications

  • Central node connecting multiple strategic ecosystems
  • Directly influences technology and capital flows
  • Material relevance to downstream dependency mapping

Top Opportunities

Continued enterprise expansion across finance, automotive and defense customers following the Series D raiseIntensifying competition with Anysphere/Cursor (soon to be SpaceX-owned) and Replit for autonomous coding agent market share

Top Risks

Fully autonomous code-writing agent (89% of own production code) raises code-quality, security and liability questions as adoption scales into regulated customers (US Army, US Navy)Extremely rapid revenue growth (1,230% YoY) from a small base invites questions about durability as the comparison base grows

Critical Dependencies

Continue to Dependency Graph ↓

The maker of Devin, an autonomous AI software engineering agent capable of independently writing, testing and shipping code. Cognition raised more than $1 billion in a Series D at a $26 billion valuation in May 2026, co-led by Lux Capital, General Catalyst and 8VC, after Devin's annualized run-rate revenue grew 1,230% year-over-year from $37 million to $492 million; Devin now writes 89% of Cognition's own production code, with enterprise customers including Goldman Sachs, Mercedes-Benz, Dell Technologies, Santander, the US Army and US Navy.

Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Earnings-call mentions

Mentioned by MongoDB

MongoDB launched the Atlas Managed MCP Server at .local San Francisco Build Fest, a fully hosted service that connects coding agents including Claude Code, Codex, Grok Build, and Devin by Cognition to live MongoDB Atlas data without requiring customers to deploy or manage additional infrastructure.

SEC 8-K exhibit (0001628280-26-059794) · Sep 1, 2026

Federal contract disclosures

General Services Administration — $3,360,075: O03 OPA DCP OPERATIONS SUPPORT

USAspending.gov · May 21, 2025

General Services Administration — $3,225,556: O072026 2029 OPA DCP OPERATIONS SUPPORT TASK ORDER

USAspending.gov · Jul 6, 2026

General Services Administration — $3,122,048: OPERATIONS 47 SOFS WEO SVSES DCP MULTIVERSE

USAspending.gov · Mar 7, 2024

Department of the Treasury — $2,212,500: INTERNAL REVENUE SERVICE, CRIMINAL INVESTIGATIONS IS IN NEED FOR DEEP COGNITION BY PROVIDING CUSTOM AI TOOLS, CONSULTATION, ANALYTICAL SERVICES AND SUPPORT.

USAspending.gov · Sep 30, 2025

Department of Defense — $1,997,519: CONTESTED LOGISTICS (CL) CAPABILITY THAT PROVIDES A SOFTWARE SUITE FOR INTELLIGENCE AND VISUALIZATION OF IN-TRANSIT ASSETS TO INCLUDE MAINTENANCE AND PREDICTIVE MAINTENANCE REQUIREMENTS FOR PROTOTYPE SOLUTION

USAspending.gov · Oct 1, 2025

Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

2 sources

  • eWeek / WinbuzzerCognition's Devin revenue grows 1,230% to $492M as company raises $1B+ at $26B valuationnews
  • PR NewswireCognition launches Devin Security Swarm to tackle AI-era vulnerability backlogcompany

Correlated Activity

Both Cognition and AI Coding Agents & Dev Tools which it depends on — are showing accelerating Activity at the same time (1 recorded change for AI Coding Agents & Dev Tools in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Cognition and Anysphere which it depends on — are showing accelerating Activity at the same time (2 recorded changes for Anysphere in the last 90 days).

Timing correlation only — not evidence of a causal link

Acquisition & Investment Fit

AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.

Relationship Map

The relationships surrounding Cognition — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.

Connection type

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The Story So Far (last 6 months)

May 2026: Raises $1B+ at $26B valuation as Devin revenue grows 1,230%May 2026: Cognition's Devin revenue grows 1,230% to $492M as company raises $1B+ at $26B valuationJul 2026: Launches Devin Security SwarmJul 2026: Cognition launches Devin Security Swarm to tackle AI-era vulnerability backlogAug 2026: Devin writing 89% of Cognition's own production code is a stronger quality signal than th… (unconfirmed)

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Market Intelligence

Unverified

Credibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.

Devin writing 89% of Cognition's own production code is a stronger quality signal than the enterprise customer logos, because it means the company is exposed to its own agent's failure modes in a way that pure sales relationships don't capture

25% confidence

Cognition running 89% of its own production code through Devin is a more direct test of the agent's reliability than its enterprise customer roster, since the company bears the full first-party cost of any bugs or security issues the agent introduces, making this metric a more credible quality signal than logo-driven adoption claims.

This is InsightNodes' own interpretive read: enterprise customers like Goldman Sachs or the US Army can adopt a tool cautiously with human review gates that mask true reliability, but a company running 89% of its own production code through its own agent has direct, first-party exposure to every bug, security gap, or regression the product introduces -- that kind of internal dogfooding at that intensity is a more credible reliability signal than external logos, though it also means Cognition's own velocity is now tightly coupled to Devin's failure modes.

InsightNodes analysis of Cognition's internal Devin usage · Aug 14, 2026

Cognition's Timeline

A sourced, dated history of Cognition's key moments — founding to present.

  1. Jan 2023 · Founded

    Cognition was founded to build Devin, an autonomous AI software engineering agent.

  2. May 2026 · Raises $1B+ at $26B valuation as Devin revenue grows 1,230%

    Cognition raised more than $1 billion in a Series D at a $26 billion post-money valuation, co-led by Lux Capital, General Catalyst and 8VC with participation from Founders Fund, Ribbit Capital and Atreides Management, bringing total funding raised to over $2.5 billion; Devin's annualized run-rate revenue grew from $37 million in May 2025 to $492 million in May 2026, and now writes 89% of Cognition's own production code.

  3. Jul 2026 · Launches Devin Security Swarm

    Cognition launched Devin Security Swarm to help security teams find, validate at runtime, and fix exploitable vulnerabilities at lower cost than alternative solutions, addressing a surge in monthly security findings from about 1,000 to more than 10,000 in six months as roughly 42% of code shipped industry-wide is now AI-generated or AI-assisted; the launch followed Cognition's SWE-1.7 coding model, integrated into Devin across Web, Desktop and CLI interfaces.