据报道，AI 编程创业公司 Cognition 已就以 400 亿美元估值融资展开洽谈

英文标题：AI coding startup Cognition reportedly already in talks to raise at $40B valuation

AI 编程 Agent Devin 的开发商 Cognition，据报道正在与投资者洽谈新一轮融资，估值可能至少达到 400 亿美元。该公司今年 5 月刚以 260 亿美元估值融资 10 亿美元。知情人士称，新的估值依据是 Cognition 有望实现 10 亿美元的年化收入运行率。对开发者和行业而言，这反映出企业对 AI 编程 Agent 的需求持续增长，尤其是在遗留系统升级和应用迁移等重复性工程任务中。

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中文

Cognition 是 AI 编程 Agent Devin 的开发商。据报道，该公司在今年 5 月以 260 亿美元估值融资 10 亿美元后，已经在与投资者洽谈新一轮融资，且估值将大幅跃升。

据 Bloomberg 援引知情人士报道，若能实现 10 亿美元的年化收入运行率，本轮融资可能使 Cognition 的估值达到至少 400 亿美元。

三个月前，在宣布上一轮融资时，Cognition 的 Scott Wu 向 TechCrunch 确认，公司当时已实现 4.92 亿美元的年化收入运行率；在此前六个月中，企业客户对 Devin 的使用量每月增长 50%。

身为知名天才程序员的 Wu 还告诉 TechCrunch，Devin 并非作为人类的替代者销售。这一 Agent 通常被用于处理许多程序员不喜欢的长尾、繁琐工作，例如更新老旧软件，或将应用从一个平台迁移到另一个平台。这或许解释了它为何在采用该产品的企业中日益受欢迎。该公司表示，其客户包括梅赛德斯-奔驰、NASA 和高盛。

English / 原文

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.