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.
Full transcript on Substack: https://open.substack.com/pub/cheekypint/p/cognition-ceo-scott-wu-on-acquiring
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Substack: https://cheekypint.substack.com/
Key moments
00:00 Intro
01:13 Early life and maths competitions
03:47 Addepar job as a high schooler
05:43 Where are all the young founders?
08:45 Moneyball-ification of everything
11:42 Cognition’s AI software engineer, Devin
15:46 Essential and accidental complexity
17:59 How Devin works with enterprises
19:48 IDE productivity
21:56 Nihilist computer use argument
25:55 Benchmarking Devin
27:15 Market structure
30:32 Agent economy
37:21 Cognition’s team of founders
39:31 Jevons paradox and software
42:00 When will we see AI UIs?
45:52 “I think we have AGI”
47:03 Windsurf deal
52:37 M&A in AI
54:21 Cognition’s culture
55:48 Learning as a CEO
57:12 Scott’s information diet
