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Cognition on Pulse

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The full thread of our Cognition coverage — a running record of every development we've tracked, with the VC take on each.

2
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Aug 12, 2026
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Coverage Timeline

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  1. Aug 14, 2026FUNDINGThe 2026 Repricing Sprint: What This Week Means for Term Sheets→
  2. Aug 12, 2026FUNDINGCognition in Talks to Raise at $40B Valuation for Devin AITalks at $40B+ valuation→

All Coverage

FUNDING· Aug 14, 2026

The 2026 Repricing Sprint: What This Week Means for Term Sheets

Illustration for: The 2026 Repricing Sprint: What This Week Means for Term Sheets
FUNDING

The 2026 Repricing Sprint: What This Week Means for Term Sheets

This week's Databricks, Cognition and Anthropic developments show valuation cycles for AI leaders compressing from years to months, forcing founders and investors to rethink how long a primary valuation should even hold.

Aug 14, 2026DEEP DIVE
FUNDING· Aug 12, 2026

Cognition in Talks to Raise at $40B Valuation for Devin AI

Illustration for: Cognition in Talks to Raise at $40B Valuation for Devin AI
FUNDINGTalks at $40B+ valuation

Cognition in Talks to Raise at $40B Valuation for Devin AI

Cognition, maker of the AI coding agent Devin, is reportedly in early talks to raise more than $1 billion at a valuation above $40 billion, up from $26 billion three months ago, as its revenue run rate nears $1 billion.

Aug 12, 2026DEEP DIVE
@Trace_Cohen·t@nyvp.com