AI coding has hit an 'intelligence saturation' point, Cognition cofounder says

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AI coding has hit an 'intelligence saturation' point, Cognition cofounder says

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Digital promotion for Cognition's Devin AI application engineer beside escalators near Exit B2 on the concourse at Embarcadero BART and Muni Metro station, San Francisco, California, August 27, 2026.

The cofounder of Cognition, the business rearward Devin, says the AI example competition is now favoring speed complete intelligence. Smith Collection/Gado/Getty Images

For years, the AI competition has preferred the smarter model.

Russell Kaplan, the chairman and cofounder of AI coding startup Cognition, the business rearward software-engineering phase Devin, stated that could be changing for a expanding figure of software-engineering tasks.

"Many tasks inside application engineering are now 'intelligence saturated,'" Kaplan wrote in a article on Monday. "Once any example can do the project well, disbursal and speed are all that matter."

This is directionally accordant alongside our inner data @cognition. Many tasks inside application engineering are now "intelligence saturated." Once any example can do the project well, disbursal and speed are all that matter.

— Russell Kaplan (@russelljkaplan) October 19, 2026

Kaplan was responding to an part from The Information. Their reporting established that a 10-point advantage in example intellect now delivers fair 20% additional developer traffic, downward from nearly 69% in delayed 2025.

He stated that narrative is "directionally consistent" alongside what is happening inner Cognition.

That could be a sizable strategic change for the AI companies fighting to win application developers and endeavor contracts. OpenAI, Anthropic, Meta, Google, and a growing crop of AI labs have all highlighted their increasingly capable coding tools as a logic to choose their models.

Now, as those AI agents get improved at regular tasks, one model's slightly smarter method could matter small to users if another example is cheaper and faster.

Kaplan didn't immediately react to a petition for comment from Business Insider.

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Ben Shimkus is a newsman for the Business News desk. He writes concerning cars, transportation, retail, and jobs. Ben's reporting has appeared in Rolling Stone, The Verge, Automotive News, USA Today, AutoBody News, LGBTQ Nation, TopSpeed, and Out Magazine. He's additionally held personnel penning positions at The U.S. Sun and the Daily Mail. He graduated from NYU alongside a Master's in reporting in 2024. Email Ben at [email protected] or communication him privately on Signal at bshimkus.41. 

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