Building The World's First AI Software Engineer | Cognition’s Scott Wu

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摘要

Scott Wu is the co-founder and CEO of Cognition, the company behind Devin, the world's first AI software engineer. Wu describes himself as "salty," a word he traces to second grade, when he competed in a seventh-grade math competition, lost, and never forgot it. Born in 1997 in Louisiana to a Chinese immigrant family, he grew up the little brother who hated losing at video games and turned that into a career. At the International Olympiad in Informatics he won three gold medals and placed first overall in 2014; he was the 2011 MathCounts national champion. He approaches building a company the way he approaches a strategy game: a tree search, calculating moves, working the decision tree toward victory. By his own account, competition is all he does. He dropped out of Harvard after two years, worked as a founding engineer at Scale AI, and co-founded Lunchclub before starting Cognition in August 2023 with fellow IOI gold medalists Steven Hao and Walden Yan. They built it in a New York apartment. Devin's annualized revenue then climbed from $1 million in September 2024 to $73 million by June 2025. In May 2026, Cognition raised at a $26 billion valuation. Show notes: https://www.davidsenra.com/episode/scott-wu David Senra X: https://x.com/davidsenra Instagram: https://www.instagram.com/davidsenra LinkedIn: https://www.linkedin.com/in/davidsenra Facebook: https://www.linkedin.com/company/senrashow Threads: https://www.threads.com/@davidsenra Spotify: https://spti.fi/TVrr557 Apple Podcasts: https://apple.co/4msoZtb Website: https://www.davidsenra.com Scott Wu X: https://x.com/ScottWu46 LinkedIn: https://www.linkedin.com/in/scott-wu-8b94ab96 Chapters 00:00:00 Scott Wu’s Obsession With Winning 00:02:06 Competitive Programming, Games And Finding His People 00:04:24 Family, Go, And The Roots Of Scott’s Competitiveness 00:08:35 Why Losing Hurts More Than Winning Feels Good 00:09:38 What Winning With Devin Looks Like 00:12:55 Devin Today: The AI Software Engineer 00:13:52 Software As The Human-Computer Interface 00:18:45 Why AI Progress Is Hard To Intuit 00:20:39 Thinking About AI From First Principles 00:22:57 What Happens When Agents Can Work For Months 00:30:18 The Original Thesis Behind Cognition 00:31:12 Launching Devin And Handling Criticism 00:37:17 Finding Product-Market Fit In The Enterprise 00:42:41 How Cognition Deploys Devin Inside Large Companies 00:48:34 Measuring ROI Instead Of Token Spend 00:50:01 Why Cognition Wants To Be Model-Neutral 00:52:18 Why Focus Lets Startups Beat Giants 00:57:14 Independence, Acquisitions, And Building A Generational Company 01:00:27 Why Money Is Not The Goal 01:03:42 One Life: Going For It All

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