David Senra

Scott Wu, Cognition


Listen Later

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

Made possible by

Ramp: ⁠https://ramp.com

AppLovin: https://applovin.com/senra

Deel: https://deel.com/senra

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

...more
View all episodesView all episodes
Download on the App Store

David SenraBy Scicomm Media

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

204 ratings


More shows like David Senra

View all
The Tim Ferriss Show by Tim Ferriss: Bestselling Author, Human Guinea Pig

The Tim Ferriss Show

16,057 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

541 Listeners

The Knowledge Project by Shane Parrish

The Knowledge Project

2,701 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,095 Listeners

Founders by David Senra

Founders

2,176 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

797 Listeners

How to Take Over the World by Ben Wilson

How to Take Over the World

848 Listeners

My First Million by Hubspot Media

My First Million

2,656 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,196 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,251 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

349 Listeners

Joe Lonsdale: American Optimist by Joe Lonsdale

Joe Lonsdale: American Optimist

169 Listeners

The Startup Ideas Podcast by Greg Isenberg

The Startup Ideas Podcast

212 Listeners

Moneywise by Hampton

Moneywise

657 Listeners

Perform with Dr. Andy Galpin by Scicomm Media

Perform with Dr. Andy Galpin

1,191 Listeners

TBPN by John Coogan & Jordi Hays

TBPN

138 Listeners

Uncapped with Jack Altman by Alt Capital

Uncapped with Jack Altman

42 Listeners