ICYMI: Leopold, Space Lasers, Devin
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ICYMI: 3 Conversations Worth Your Time This Weekend.
Scott Wu of Cognition, Michael Hurlston of Lumentum, and Dylan Fox of AssemblyAI join Sourcery to discuss three of AI's biggest shifts: autonomous software engineering, the optical infrastructure powering AI data centers, & the rise of voice AI. Cognition has raised more than $2.5B to build Devin, Lumentum supplies the lasers connecting next-generation AI clusters, & AssemblyAI now serves 1M+ developers processing roughly 100M API calls per day.
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Before we begin, I do have to address the Situation. Turns out, a16z didn’t win this one. Damn. Nevertheless, congrats to Leopold on his wedding & investor letter.
1. “Devin Writes 95% of Our Code” Scott Wu, CEO of Cognition
Scott Wu, CEO & Co-Founder of Cognition, joins Sourcery in Paris amid the RAISE AI Summit. Cognition is the applied AI lab behind Devin, the autonomous AI software engineer, & Devin Desktop, formerly Windsurf.
The company has raised more than $2.5 billion, including a $1 billion round in May 2026 at a $26 billion valuation, while growing annualized revenue from roughly $37 million to $492 million in a year. Devin now writes roughly 95% of Cognition's own code, total code shipped has grown 7x in six months, and customer usage has increased 11x to 12x.
→ Listen on X, Spotify, YouTube, Apple
2. Lumentum CEO on How Lasers Are Transforming AI Data Centers
Stock went up 1000%, Copper is out, Optics are in
Michael Hurlston is the CEO of Lumentum (NASDAQ: LITE), one of the world's leading suppliers of optical networking and laser technologies powering AI data centers.
Everyone talks about Nvidia GPUs. Few people talk about the lasers connecting them.
→ Listen on X, Spotify, YouTube, Apple
3. Voice AI is Dominating
1M+ Devs, 100x TAM, 4x YouTube
Dylan Fox is the founder and CEO of AssemblyAI, the voice AI infrastructure platform behind AI notetakers, medical scribes, drive through ordering, contact centers and humanoid robots. AssemblyAI went through Y Combinator’s first AI batch in 2017 & now serves 1+ million developers with ~100 million API calls a day.
→ Listen on X, Spotify, YouTube, Apple
Special thank you to Brex, MongoDB, & AssemblyAI for helping make this RAISE AI Summit mini-series in Paris, France happen.
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AssemblyAI–Millions of developers use AssemblyAI to power their voice ai apps & features. One API gives you access to best-in-class speech-to-text, voice agent, & speech understanding models for both pre-recorded and real-time audio. Granola, ClickUp & HeyGen are scaling with AssemblyAI - get $50 of free credits today → AssemblyAI.com/sourcery
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