{"version":"1.0","generated_at":"2026-09-27T23:00:27.508352","id":973,"slug":"ai-coding-agent-devin-maker-cognition-more-than-doubles-its-valuation-to-26-billion-in-under-nine-months","title":"趋势解读：AI coding agent Devin maker Cognition more than，提升开发者接入体验","summary":"Cognition公司（AI编码代理Devin的开发商）以超260亿美元估值融资超10亿美元，年营收4.92亿美元，企业使用量增长十倍，内部89%代码由Devin生成，引发对AI编码代理前景的讨论。","abstract":"趋势解读：AI coding agent Devin maker Cognition more than，提升开发者接入体验 Cognition公司（AI编码代理Devin的开发商）以超260亿美元估值融资超10亿美元，年营收4.92亿美元，企业使用量增长十倍，内部89%代码由Devin生成，引发对AI编码代理前景的讨论。 Cognition融资超10亿美元，估值翻倍至260亿。 企业客户增长10倍，年营收4.92亿美元。 内部89%代码由Devin生成，但开源对手存在。 AI编码代理价值仍受争议，需谨慎部署。 Cognition，AI软件开发者Devin背后的公司，以超过260亿美元的估值筹集了超过10亿美元。这比2025年9月Devin获得4亿美元时的100亿美元估值翻了一番多。Lux Capital、General Catalyst和8VC领投，Founders Fund和Ribbit Capital跟投。Cognition报告称年化收入为4.92亿美元，今年企业使用量增长了十倍，客户包括花旗、梅赛德斯-奔驰、高盛、戴尔和美国军方。Cognition与不同的AI实验室保持模型无关的合作，最近还发布了自有模型SWE-1.6。据Cognition称，公司内部89%的代码现在由Devin编写。SWE-Agent是Devin的开源替代品。这一巨额融资表明了投资者对AI编码代理的兴趣，即使其实际价值仍存在争议。开发者George Hotz称AI代理是软件开发史上“最昂贵的错误”。 这是什么信号 Cognition以260亿美元估值完成超10亿美元融资，标志着AI编码代理赛道进入资…","access_level":"member","access_label":"免费阅读","access_mode":"full","is_preview":false,"canonical_url":"https://opc.beizhux.com/content/973/ai-coding-agent-devin-maker-cognition-more-than-doubles-its-valuation-to-26-billion-in-under-nine-months","html_url":"https://opc.beizhux.com/content/973/ai-coding-agent-devin-maker-cognition-more-than-doubles-its-valuation-to-26-billion-in-under-nine-months","json_url":"https://opc.beizhux.com/content/973/ai-coding-agent-devin-maker-cognition-more-than-doubles-its-valuation-to-26-billion-in-under-nine-months.json","published_at":"2026-05-28T02:09:51","updated_at":"2026-09-27T22:18:17","category":{"slug":"ai-skills","name":"AI技能杠杆"},"source":{"site":"the-decoder.com","author":"Matthias Bastian","url":"https://the-decoder.com/ai-coding-agent-devin-maker-cognition-more-than-doubles-its-valuation-to-26-billion-in-under-nine-months/"},"tags":["AI","AI编码代理","Cognition","Devin","The 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