Agent
Devin
AI coding agent and software engineer · Agent · Runs on Web
Made by Cognition AI
Devin is an AI coding agent and software engineer that helps developers build better software faster. Parallel cloud agents for serious engineering teams.
Official page: devin.ai (opens in a new tab)
Sourced from
Named in 5 pieces
Agent Infrastructure
Data Backs 4 of Greg Isenberg's 18 New Takes
Part two: Greg Isenberg posted 18 more San Francisco takes on Oct. 15, and published data backs four of them as hard trends.
Agent Infrastructure
The Signal Brief: Wednesday's Reckonings, Raises, and Robots
A pretraining researcher's exit, a credit fight over a machine-solved Millennium Prize problem, and Cognition's forty-eight-billion-dollar valuation show capital and conscience pulling AI in opposite directions this Wednesday.
Frontier Models
Claude's Climb
Nine named releases across thirteen months, a $65 billion run rate and a compute roster spanning Google, Amazon, Microsoft, Nvidia, AMD and Nscale trace how Jared Kaplan, Chris Olah and Jan Leike scaled Claude past its early reputation as the cautious model.
Applied AI
Coding Agents' Revenue Race
Cursor-maker Anysphere rode a $9.9 billion valuation to $29.3 billion in five months while Cognition bought Windsurf outright, turning software engineering into 2026's fastest-compounding subscription business.
Capital & Markets
The Year of the Acqui-Hire
OpenAI, Google, Meta, Nvidia and Cognition spent a combined tens of billions in 2025 and 2026 buying companies mainly to secure the specific people running them, a pattern regulators are only beginning to name.