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Comment on Cognition (Devin) raises $2B at $48B valuationparent

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They have a first mover advantage on autonomous AI employee space. So big enterprises will all default to them given all their competitors will be "startups" uncertain to be around long term.

Big enterprises have heard of ChatGPT and Claude, not Devin.

I am not sure what is devin's value proposition, but one can build lots of enterprise stuff into coding harness: integration with various internal doc, auth, db services, some enterprise jiras, meeting software, security/privacy certifications, limits/budget management, etc/etc/etc

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