Investors looking to capitalize on the artificial intelligence boom should consider buying shares of MongoDB (MDB), which acts as essential core infrastructure as 75% of the Fortune 100 and top AI startups scale their data architectures.

As autonomous coding agents and AI-native applications generate massive volumes of new software and data, foundational database platforms like MongoDB (MDB) are positioned for sustained, long-term growth.

Cognition (Private)

• Cognition is the creator of Devin, described as the first AI software engineer. The company has raised over $2.5 billion to date at a valuation of $26 billion, achieving $500 million in revenue in less than three years.
• Major enterprise and institutional customers include Goldman Sachs, Mercedes-Benz, Citi, Dell, Santander, NASA, the US Navy, and the US Army.
• Customer usage has grown aggressively, with users seeing 11x to 12x growth in Devin usage over a six-month period, while Cognition's internal code shipped grew roughly 7x over the same timeframe.
• The company acquired coding IDE platform Windsurf 11 months prior to the interview in a rapid weekend deal, integrating Windsurf's local developer environment with Devin's remote cloud capabilities to form a unified product suite.
• Cognition operates independently and remains model-neutral, partnering with multiple leading foundational labs rather than locking into a single provider.
• The company is actively expanding into government and public sector technology deployment, highlighting massive efficiency gaps in archaic systems like the DMV.

Takeaways

• Cognition represents a prime example of the rapid monetization and enterprise scaling occurring within autonomous coding agents and the broader application-layer AI market.
• For private-market investors, the company's hybrid model (combining local developer tools like Windsurf with asynchronous cloud agents) highlights a defensible product-led growth strategy in the competitive AI landscape.

MongoDB (MDB)

• MongoDB is highlighted as a critical database platform heavily utilized by AI developers and agents. The platform enables applications to store, search, and reason over data in real time using vector search and embeddings (including partnerships with Voyage AI) within a single system.
• According to the discussion, 75% of the Fortune 100 and leading AI-native startups rely on MongoDB to build and scale data architecture.
• Historically, MongoDB played a foundational role in Cognition's early development, serving as the first major software troubleshooting task successfully executed by an early prototype of Devin in late 2023.

Takeaways

• MongoDB (MDB) serves as core infrastructure for the AI and agentic software revolution, benefiting directly from the rising volume of software and data generated by autonomous AI agents.

Brex (Private)

• Brex is an intelligent finance platform that combines corporate cards, expenses, and banking into a single stack with agentic finance capabilities built into the platform.
• The platform uses AI agents to automate expense handling, enforce spending policies proactively, and close financial books in minutes.
• The company counts major next-generation AI players like OpenAI, Anthropic, Vercel, Granola, and Deepgram among its user base.

Takeaways

• Brex illustrates the expanding enterprise adoption of "agentic finance," where internal business workflows are increasingly managed and automated by AI agents rather than manual human labor.

AssemblyAI (Private)

• AssemblyAI provides a voice AI infrastructure layer utilized by developers to build speech-to-text, voice agent, and speech understanding models.
• The company's infrastructure serves as critical backend technology for AI-forward applications like Granola, HeyGen, Ashby, and ClickUp, offering high accuracy in transcription and data insight extraction.

Takeaways

• Infrastructure providers focused on voice AI and speech understanding represent key picks-and-shovels plays within the broader expansion of multimodal artificial intelligence applications.