Cognition 考虑年新一轮融资，投资报价对应 700 亿至 800 亿美元估值
Cognition 正认真考虑在年底前进行新一轮融资，投资者报价对应 700 亿至 800 亿美元估值，但谈判尚处早期，条款仍可能变化。该公司 9 月刚以 480 亿美元估值融资超过 20 亿美元，新报价对应约 78 倍至 89 倍收入，高于此前 53 倍；这一区间也超过 Anysphere 收购交易中 SpaceX 以股票支付的 600 亿美元。
Cognition has received investor offers valuing it at $70B to $80B and is seriously considering a round before year-end, though talks are early and terms could change.
Those offers came weeks after Cognition raised more than $2B at a $48B valuation in September.
At $70B to $80B, investors would pay about 78x to 89x that revenue figure, up from 53x at $48B.
The range would also top the $60B SpaceX paid in stock for Cursor maker Anysphere, which passed $2B in annualized revenue by February.
That deal took Cursor out of reach for venture investors, leaving Cognition among the few large independent coding-agent startups they can still buy into.
来源：rohanpaul_ai · x.com