Cognition weighing new round at $70B–$80B valuation just weeks after $48B raise
rohanpaul_ai · x · 2026-10-29
Per rohanpaulai (citing Katie Roof's reporting):
- AI coding startup Cognition has received investor offers valuing it at $70B–$80B and is seriously considering a round before year-end; talks are early and terms could change.
- This comes weeks after Cognition raised $2B+ at a $48B valuation in September.
- At $70B–$80B, investors would pay 78-89x revenue, up from 53x at $48B.
- The range would top SpaceX's $60B stock deal for Cursor maker Anysphere, which passed $2B annualized revenue by February.
- With Cursor out of reach for VCs, Cognition is among the few large independent coding-agent startups still investable.
Related event: Cognition in Talks for New Round at $70-80B Valuation(4 posts)→
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