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Cognition reaches USD 150 million ARR, raises USD 400 million

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News brief

On 2025/9/9, X reported that AI coding company Cognition had raised USD 400 million at a USD 10.2 billion valuation, led by Founders Fund with participation from Lux Capital, 8VC and others. ARR surged from USD 1 million in 2024/9 to USD 150 million, while cumulative net cash burn since founding remained below USD 20 million.

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  1. x.com ↗Published Sep 9, 2025
Original source text

Names may use phonetic renderings when no English name is supplied. The original wording is retained below.

2025年9月9日,据X报道,AI编程公司Cognition完成4亿美元融资,估值达102亿美元,由Founders Fund领投,Lux Capital、8VC等参投。公司ARR从2024年9月的100万美元飙升至1.5亿美元,自成立以来净烧钱控制在2000万美元以内。