Jacob is correct here—we really do earnestly believe AI could kill all humans! I personally think it is >10% within the next decade. I believe Anthropic is trying its best, but we do not yet have a plan to solve alignment for superintelligence and are not clearly on track to.
Cognition is the first investment in our first dedicated growth fund. When we discussed the fund’s strategy, we agreed that we wanted to focus solely on companies that were still only 1% of the way through their journey despite being at growth-stage scale, and had a shot at
The world needs far more software than it can build. Cognition exists to change that.
We’ve just raised over $2B at a $48B valuation, led by a16z, Accel, Founders Fund, General Catalyst, and Avenir.
Since our round in May, run-rate revenue has grown from $492 M to almost $900
Some of the earliest money in Cursor (the largest vc-backed acquisition ever) turned a $750,000 investment into a ~$1 billion return. @davidtisch and his midas touch at Box Group strike again! Great profile here of one of the best early stage investors who wins while going
