SpaceX曾洽购AI编程公司Cognition遭拒
SpaceX Attempted to Buy AI Coding Startup Cognition
Moving in the opposite direction is space, down about 3%. The shares were already lower, but we just learned a little while ago that the firm actually approached the coding startup. Cognition Eye, about a potential acquisition at Ludlow. Joins us right now to talk a little bit more about this. Ed, uh, why why is this important? What was what was Elon Musk fishing around for here? Yeah, it's important because cognition is one of the hottest properties in AI and AI coding right now.
反方向来看，太空探索公司股价下跌约3%。该股此前已走低，但我们刚才得知，该公司确实接触了编程初创公司Cognition Eye，探讨在Ludlow进行潜在收购的事宜。现在请加入我们，进一步讨论此事。Ed，呃，为什么这很重要？埃隆·马斯克在这里到底在探什么底？是的，这很重要，因为Cognition是当前AI和AI编程领域最热门的资产之一。
We recently reported it was valued or in talks to be valued at about $40 billion. So at some point in the last couple of months, space X, I approached cognition and made an offer, you know, a proposal to acquire them. And my understanding is cognition rebuffed them, said, no, you know, the reason to price that cognition was was willing to sell itself at um, but it's just recognition for SpaceX and Elon Musk. The growth in the future is is I and, you know, uh, cognition coding tool or agent Devin has become successful, quite pervasive in the ecosystem.
我们最近报道过，它估值约400亿美元，或在谈判中达到这一估值。所以在过去几个月的某个时间点，SpaceX接触了Cognition并提出了收购要约，你知道的，一份收购提案。据我了解，Cognition拒绝了他们，说，不，你知道的，定价的原因是Cognition愿意出售自己，但这只是对SpaceX和埃隆·马斯克的认可。未来的增长在于AI，而且，你知道的，Cognition的编程工具或代理Devin已经取得成功，在生态系统中相当普及。
And, you know, it's a very interesting story. I think the added detail is that our understanding is that continuing to talk a bit about technology, you know, space AI has the business of renting out compute capacity. Debian is a useful AI coding agent. And those kind of technology talks continue outside of the M&A context. And this is a fantastic scoop from you and the team. Talk to us about Elon Musk willingness to spend heavily on I mean, they just recently acquired cursor as well which is fast growing startup.
而且，你知道的，这是一个非常有趣的故事。我认为补充的细节是，据我们了解，继续谈一些技术方面的事，你知道的，Space AI有出租计算能力的业务。Debian是一个有用的AI编程代理。这类技术讨论在并购背景之外仍在继续。这是你和团队挖到的绝佳独家新闻。跟我们谈谈埃隆·马斯克愿意大手笔投入的事——我是说，他们最近还收购了Cursor，那也是一家快速增长的初创公司。
Yeah. So you know the chronology is interesting. Our understanding right, is that there are no active M&A talks right now between space X and cognition. But they just closed the cursor deal a $60 billion deal. Our latest reporting is that, uh, cognition is in talks to raise money at a $40 billion valuation. It also raises the question of like, well, those companies are very similar, right? They are both, uh, coding platforms.
是的。所以你知道的，时间线很有意思。据我们了解，对吧，目前SpaceX和Cognition之间没有积极的并购谈判。但他们刚刚完成了Cursor交易，一笔600亿美元的交易。我们最新的报道是，呃，Cognition正在谈判以400亿美元估值融资。这也引发了一个问题，比如，嗯，那些公司非常相似，对吧？它们都是编程平台。
Uh, is basically an AI powered coding tool that can rewrite code. Whereas I suppose the distinction of cognition, Stephen, is that it's a more or fully autonomous agent. The point that source make to me is that cognitions move very fast, actually sell its products in the real world. They have this like army of forward deployed engineers that have allowed them to get into pretty run of the mill standard fortune 500 companies that use Devin, and to Elon Musk and SpaceX.
呃，基本上是一个AI驱动的编程工具，可以重写代码。而我认为Cognition的区别，Stephen，在于它是一个或多或少的全自主代理。消息人士向我指出的重点是，Cognition行动非常迅速，实际上在现实世界中销售其产品。他们有一支像前锋部署的工程师队伍，这使他们能够进入相当普通的、标准的财富500强公司，这些公司使用Devin，并且与埃隆·马斯克和SpaceX有关。
That's attractive because they've not had as much traction with the enterprise customer. Maybe they saw cognition as a way into that, different from the pure play technology acquisition of.
这很有吸引力，因为他们在企业客户方面并没有取得太大的进展。也许他们将认知视为进入该领域的一种方式，不同于纯粹的科技收购。
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