Rohan Paul@rohanpaul_ai彭博社：Cognition 正在洽谈超过 400 亿美元的估值，而就在 3 个月前其估值刚以 260 亿美元收官。 新一轮融资可能超过 10 亿美元，而 Cognition 的年化收入运行率目前已接近 10 亿美元，因此估值是其年化收入的 40 倍。 Cognition 在 5 月份报告的年化运行率为 4.92 亿美元，同时 Devin 的企业使用量在 6 个月内实现了 50% 的月环比增长。 达到 10 亿美元意味着收入运行率自 5 月以来增长了约 103%。
Bloomberg: Cognition is discussing a $40 B+ valuation, barely 3 months after closing at $26 B.
The new round could exceed $1B, while Cognition's annualized revenue run rate is now approaching $1 B, so the valuation is at 40X its annualized revenue.
Cognition reported a $492M annualized run rat just in May, alongside 50% month-over-month enterprise usage growth for Devin over 6 months.
Reaching $1B would mean revenue run rate has risen about 103% from May.
来源：Rohan Paul · x.com
彭博社：Cognition 正在洽谈超过 400 亿美元的估值，而就在 3 个月前其估值刚以 260 亿美元收官。 新一轮融资可能超过 10 亿美元，而 Cognition 的年化收入运行率目前已接近 10 亿美元，因此估值是其年化收入的 40 倍。 Cognition 在 5 月份报告的年化运行率为 4.92 亿美元，同时 Devin 的企业使用量在 6 个月内实现了 50% 的月环比增长。 达到 10 亿美元意味着收入运行率自 5 月以来增长了约 103%。
Bloomberg: Cognition is discussing a $40 B+ valuation, barely 3 months after closing at $26 B.
The new round could exceed $1B, while Cognition's annualized revenue run rate is now approaching $1 B, so the valuation is at 40X its annualized revenue.
Cognition reported a $492M annualized run rat just in May, alongside 50% month-over-month enterprise usage growth for Devin over 6 months.
Reaching $1B would mean revenue run rate has risen about 103% from May.
来源：Rohan Paul· x.com