Cognition CEO Scott Wu made headlines again this week when his two-year-old AI coding agent startup raised $1 billion at a $26 billion valuation . Cognition is the maker of Devin, one of the first and, arguably, most successful AI coding agents. …
… The product expansion is a signal that Anthropic wants Cowork to feel less like a coding tool for dummies and more like an agentic administrative coworker: something that can work in the background, tag along across devices, and request human input when a decision pops up only the user can make. …
… To be clear, many companies are already having success with the factory model without any help from Warp. …
… Those tools make it much easier to set up RL environments for coding, which lets us test and train AI systems on increasingly complex coding tasks. …
… But it did surprise people by finding that the choice of harness — the agentic coding tool, like Codex or Claude Code, that wraps around a model and manages its context and instructions — equally impacted costs. …
… One is the coding agent, of course. …
… Cat Wu, Anthropic’s head of product for Claude Code and Cowork, has been a key figure in that success. Since joining the company in August 2024, Wu has helped shepherd Claude through a critical phase, leveling it up from a purely informational chatbot to a coding tool and beyond. …
… That success got him thinking about other cases where this approach could work, and he turned to hardware, believing that automated systems could also generate the low-level code, like the kernels and so forth, needed to help run chips more effectively. …
… Just like one success with a cooler full of food teaches a bear to try even harder next time it is now a “ food-conditioned ” bear , one leaked password led OpenAI’s agent to look for more exploits and, eventually, to a single key that unlocked several company systems at once. …
… Coding agents are where much of the AI dollars are being spent today . …