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Alex Stamos joins Cognition

Investor 8VC welcomed Stamos to Cognition and argues that improving AI models are expanding the enterprise work its agents can handle.

Joe LonsdaleJL
Vivek GopalanVG
2 Sources, 10d ago, first seen 10d ago

TLDR

8VC says it first backed Cognition in 2024 and has now welcomed Alex Stamos to the team. Its investment case argues that better AI models can help cloud agents take on longer, more complex tasks. A related post describes Cognition’s Devin as bringing shared context, planning, delegation and verification into one system, with humans directing the work.

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17.3K

2 Sources, first seen 10d ago

114 likes12 comments71 saves20 reposts

Combined views

17.3K

2 Sources, first seen 10d ago

114 likes12 comments71 saves20 reposts

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Related

Alex Stamos joins Cognition as CISO

Stamos argues that AI could make attacks cheaper to run while defenders face high costs to scan and repair older software. He says Cognition aims to help companies find and fix flaws more affordably.

Chris Degnan joins Cognition as chief revenue officer

Degnan announced the move on X and outlined plans to build the sales team. He also expects Chad Peets and the RPT team to work closely with him.

Devin comes to MongoDB’s app modernization platform for legacy migrations

Cognition says Devin handles legacy code changes while MongoDB’s Application Modernization Platform moves and validates data for migrations to MongoDB Atlas.

2 Sources

Vivek Gopalan@vvkgopalanOur case for Cognition (full piece with my colleagues @JTLonsdale @AlexKolicich @bela_becerra below) starts with two ideas from economics: Ricardo's comparative advantage and Coase's theory of the firm. Ricardo: gains from trade come from difference. Even a party that is better at everything comes out ahead by trading, because what matters is opportunity cost. A frontier model can be the best at every task and still be the wrong choice for most of the volume (every GPU-hour spent on routine edits is one not spent on work only it can do). The more jagged the frontier, the larger the gains, and the more it pays to be a good trading partner to every lab. A lab's own agent is protectionist by design (it buys domestic). Cognition trades with everyone and builds its own models where it has a comparative advantage. Coase: firms exist because markets are costly to use (finding a counterparty, negotiating, checking the work), so activity moves inside a firm wherever internal coordination is cheaper. As intelligence gets cheap, coordination becomes the scarce input. Ten thousand isolated copilots pay a transaction cost on every handoff, mostly in lost context. Devin brings those handoffs inside one system (shared context, planning, delegation, verification), with humans in the role Coase gave the entrepreneur: directing the work. Ricardo tells you where the surplus comes from, and Coase tells you what it costs to collect it. It goes to whomever can create the most intelligent system to solve this massive coordination problem and create true man-machine symbiosis (conclusion = build the best cloud agents). We heard a lot of skepticism when we invested at $2B and led the round at $4B. The labs were shipping their own agents, and the common view was that the layer in between would get squeezed. We thought better models would make it more valuable. Devin was a new kind of product, and it arrived early. It had an interface overhang (the mirror image of a capability overhang): you could delegate more to it than the models could yet deliver, and more than most teams were ready to hand off. The models grew into it, and cloud agents are now a category. The team built through that whole stretch like madmen. They are the most persistent group of people I've ever seen, and even by the standards of AI cycles, they move fast. Job not finished. https://8vc.com/resources/comparative-cognition10d
Joe Lonsdale@JTLonsdaleRT @vvkgopalan: Our case for Cognition (full piece with my colleagues @JTLonsdale @AlexKolicich @bela_becerra below) starts with two ideas…10d
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    2 Sources

    Vivek Gopalan@vvkgopalanOur case for Cognition (full piece with my colleagues @JTLonsdale @AlexKolicich @bela_becerra below) starts with two ideas from economics: Ricardo's comparative advantage and Coase's theory of the firm. Ricardo: gains from trade come from difference. Even a party that is better at everything comes out ahead by trading, because what matters is opportunity cost. A frontier model can be the best at every task and still be the wrong choice for most of the volume (every GPU-hour spent on routine edits is one not spent on work only it can do). The more jagged the frontier, the larger the gains, and the more it pays to be a good trading partner to every lab. A lab's own agent is protectionist by design (it buys domestic). Cognition trades with everyone and builds its own models where it has a comparative advantage. Coase: firms exist because markets are costly to use (finding a counterparty, negotiating, checking the work), so activity moves inside a firm wherever internal coordination is cheaper. As intelligence gets cheap, coordination becomes the scarce input. Ten thousand isolated copilots pay a transaction cost on every handoff, mostly in lost context. Devin brings those handoffs inside one system (shared context, planning, delegation, verification), with humans in the role Coase gave the entrepreneur: directing the work. Ricardo tells you where the surplus comes from, and Coase tells you what it costs to collect it. It goes to whomever can create the most intelligent system to solve this massive coordination problem and create true man-machine symbiosis (conclusion = build the best cloud agents). We heard a lot of skepticism when we invested at $2B and led the round at $4B. The labs were shipping their own agents, and the common view was that the layer in between would get squeezed. We thought better models would make it more valuable. Devin was a new kind of product, and it arrived early. It had an interface overhang (the mirror image of a capability overhang): you could delegate more to it than the models could yet deliver, and more than most teams were ready to hand off. The models grew into it, and cloud agents are now a category. The team built through that whole stretch like madmen. They are the most persistent group of people I've ever seen, and even by the standards of AI cycles, they move fast. Job not finished. https://8vc.com/resources/comparative-cognition10d
    Joe Lonsdale@JTLonsdaleRT @vvkgopalan: Our case for Cognition (full piece with my colleagues @JTLonsdale @AlexKolicich @bela_becerra below) starts with two ideas…10d
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