Agent usage has increased 50x in 90 days, and coding agents like Cognition are on track to reach $1.6B annualized revenue.

Cognition will reach $1.6B annualized revenue by end of year, up from a current $800-900M run rate.

“Cognition raising round at $46 billion reportedly. They will end the year at 1.6 billion in AR. currently doing 800 to 900.”

If current models can solve a problem with roughly a hundred bits of hints, within six months they will likely be able to solve it with no hints at all.

“My experience is that like if they can do it with like a hundred bits of hints or whatever in six months, maybe they can do it without hints.”