Cognition 估值达 480 亿美元，AI 编程市场仍有多强竞争空间
原标题：Cognition hits $48B valuation, signaling investors believe AI coding is far from a winner-take-all market
AI 摘要
AI 编程初创公司 Cognition 宣布完成 20 亿美元融资，估值达 480 亿美元，较四个月前翻倍。其年化收入从 4.92 亿美元增至 9 亿美元，但烧钱严重，预计今年达 8 亿美元。投资者认为 AI 编程市场仍有多个主要玩家的空间，Cognition 正自研模型以降低对第三方模型的依赖。
正文节选
Cognition, the startup developing coding assistant Devin, announced it raised $2 billion at a $48 billion valuation. The round, which comes just four months after Cognition’s previous fundraise at a $26 billion valuation, was led by Andreessen Horowitz, Accel, Founders Fund, General Catalyst, and Avenir. The startup’s soaring valuation signals that VCs still see room for multiple major players to capture meaningful market share in AI coding, one of the technology’s most significant applications.