About this episode
<p>Scott Wu joins John Collison to talk about Cognition’s AI software engineer, the Moneyball-ification of everything, math competitions with Alexandr Wang in 6th grade, acquiring Windsurf over a weekend, whether coding tools will be replaced by the labs, and why he thinks we already have AGI.</p><p><br>Full transcript on Substack: https://open.substack.com/pub/cheekypint/p/cognition-ceo-scott-wu-on-acquiring</p><p><br></p><p>Timestamps</p><p>(00:00) Intro</p><p>(01:13) Early life and maths competitions</p><p>(03:47) Addepar job as a high schooler</p><p>(05:43) Where are all the young founders?</p><p>(08:45) Moneyball-ification of everything</p><p>(11:42) Cognition’s AI software engineer, Devin</p><p>(15:46) Essential and accidental complexity</p><p>(17:59) How Devin works with enterprises</p><p>(19:48) IDE productivity</p><p>(21:56) Nihilist computer use argument </p><p>(25:55) Benchmarking Devin </p><p>(27:15) Market structure </p><p>(30:32) Agent economy</p><p>(37:21) Cognition’s team of founders</p><p>(39:31) Jevons paradox and software </p><p>(42:00) When will we see AI UIs?</p><p>(45:52) “I think we have AGI”</p><p>(47:03) Windsurf deal</p><p>(52:37) M&A in AI</p><p>(54:21) Cognition’s culture </p><p>(55:48) Learning as a CEO</p><p>(57:12) Scott’s information diet</p>