Cognition 收到 700 亿至 800 亿美元估值投资报价
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 c
Cognition 已收到投资者给出的 700 亿至 800 亿美元估值报价，并正认真考虑在年底前完成一轮融资，但谈判尚处早期，条款可能变化。这些报价出现在 Cognition 于 9 月以 480 亿美元估值融资超 20 亿美元的数周之后。按 700 亿至 800 亿美元计算，投资者支付的估值约为其营收的 78 至 89 倍，高于 480 亿美元估值时的 53 倍。该区间也将超过 SpaceX 以股票收购 Cursor 母公司 Anysphere 时支付的 600 亿美元。
正文
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.