cognition
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Arctop
Arctop is a cognition company building software that decodes the human brain. Its AI platform translates electrical brain-activity signals from everyday wearables - headbands, earbuds, and VR/AR headsets - into real-time, actionable insight about focus, emotion, intention, and memory. Founded in 2016 by neuroscientist Dan Furman and engineer Eitan Kay, Arctop licenses its non-invasive brain-decoding software to developers and enterprises across health, entertainment, education, and government, positioning itself as the intelligence layer between brain-sensing hardware and the applications that use it.
Windsurf
Windsurf (formerly Codeium, originally Exafunction) is a Mountain View-based AI coding company that built one of the first agentic AI-native IDEs, powered by its Cascade agent. Founded in 2021 by MIT classmates Varun Mohan and Douglas Chen, it grew to over 1 million developers and $82M ARR before a dramatic July 2025 split: Google paid roughly $2.4B to hire its founders and license its technology, while Cognition (maker of Devin) acquired the remaining product, brand, team, and customer base. In June 2026, Cognition relaunched the Windsurf IDE as Devin Desktop, an agent command center for managing local and cloud coding agents.
Cognition’s billion-dollar bet: give the backlog to Devin
Cognition turned an AI coding agent into a business reporting $1 billion in annualized revenue run rate. The revealing part is what it learned about waiting, reviewing and letting several machines share one job.