Episode Details

Cognition CEO Scott Wu on acquiring Windsurf, AI replacing engineers, and the Moneyball-ification of everything
8/27/2025
Cheeky Pint

Key Insights

Bullish:

  • 🟢 $SOFTENG - The demand for software engineers is expected to increase significantly with the advancement of AI, as their role evolves to work alongside AI technologies.
    • I think if anything, we will have way more software engineers, not fewer.” - Scott (40:14)
  • 🟢 $AIAGENTS - 🔒
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  • 🟢 $AICODING - 🔒
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  • 🟢 $AIINFRA - 🔒
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