Cognition AI vs Skild AI
Side-by-side comparison of AI visibility scores, market position, and capabilities
Maker of Devin AI software engineer; $10.2B valuation; $696M raised; ARR grew from $1M to $73M in 9 months; acquired Windsurf; enterprise clients include Goldman Sachs, Citi, and NASA.
About
Cognition AI is an artificial intelligence company founded to build AI software engineers capable of autonomously completing complex, multi-step software development tasks. The company's flagship product, Devin, was introduced as the first AI software engineer — an agent that can read documentation, write and debug code, run tests, deploy applications, and navigate entire development workflows with minimal human intervention, going substantially beyond code completion tools like Copilot.\n\nDevin is deployed by enterprise engineering teams at organizations including Goldman Sachs, Citigroup, and NASA, handling tasks that range from codebase migrations and bug fixes to building new features from scratch. Cognition expanded its product portfolio through the acquisition of Windsurf, an AI-native IDE that brings the company deeper into the developer workflow and provides a client-facing surface complementary to Devin's autonomous agent capabilities. This IDE acquisition positions Cognition to serve both the fully autonomous and the human-augmented ends of the AI coding spectrum.\n\nCognition AI has achieved a $10.2 billion valuation on $696 million in total funding, and its financial trajectory is exceptional: ARR grew from $1 million to $73 million in just nine months, representing one of the fastest revenue ramp rates in enterprise AI. This growth reflects both enterprise demand for AI-driven engineering productivity and Cognition's early mover advantage in the agentic coding category. As AI software engineering moves from novelty to standard practice, Cognition's combination of flagship product, IDE footprint, and enterprise client roster positions it as a category-defining company.
Universal robot brain startup raised $1.4B Series C at $14B valuation in Jan 2026 led by SoftBank with Nvidia and Bezos; $30M 2025 revenue; deployed at Foxconn
About
Skild AI is building a universal robot brain — a foundation model for physical intelligence that can power a broad range of robot types without requiring task-specific training for each deployment. Founded to solve the fragmentation problem in robotics AI, where every robot type and task requires separate model development, Skild's approach trains a single generalist model on diverse robotic data and fine-tunes it rapidly for specific deployments. The company was founded by robotics AI researchers who identified the model reuse gap as the primary barrier to scalable robot deployment.\n\nSkild's generalist robot model has been deployed across more than 30 distinct robot types — spanning manipulation arms, mobile platforms, and humanoid form factors — demonstrating the cross-hardware generalization that most robot AI systems lack. The platform targets robotics manufacturers, logistics operators, and industrial automation companies that need AI-capable robots but lack the internal ML infrastructure to develop foundation models themselves. By offering a model-as-a-service layer, Skild enables robot OEMs and systems integrators to add AI capabilities without building the underlying research infrastructure.\n\nSkild AI raised a $1.4 billion Series C in January 2026 at a $14 billion valuation, led by SoftBank with co-investment from NVIDIA and Jeff Bezos. The round was one of the largest in robotics AI history and reflects institutional conviction in the physical AI market's scale. With $30 million in 2025 revenue and accelerating enterprise deployments, Skild is building the financial foundation to match its valuation. The SoftBank-NVIDIA investor combination positions Skild at the center of the global robotics deployment wave.
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