人工智能编程初创企业 Factory 的负责人正与规模更大的竞争对手 Cognition AI 公司的顶级高管公开争吵，起因是前者的指控称，Factory 的一名顾问卷入了被他描述为与 Cognition 有关的“不道德行为”。
The head of artificial intelligence coding startup Factory is publicly feuding with the top executive at larger rival Cognition AI Inc. over allegations that a Factory adviser was involved in what he described as “unethical conduct” allegedly connected to Cognition.
这两家估值均达数十亿美元的公司之间的公开争执，凸显了开发自动化编程工具的初创企业之间激烈的竞争——这是人工智能竞赛中最具潜在利润的领域之一。今年 9 月，Cognition 完成了一轮估值为 480 亿美元的新融资；同月，Factory 也以 50 亿美元的估值筹集了资金。
The public spat between these two companies, both with multi-billion dollar valuations, underscores the intense rivalry among startups that develop automated coding tools — one of the most potentially lucrative areas of the AI race. In September, Cognition closed a new funding round at a $48 billion valuation; that same month Factory also raised money at a $5 billion valuation.
硅谷一些最著名、最直言不讳的风险投资人也加入了这场网络争端，其中包括 Khosla Ventures 创始人维诺德·科斯拉（Vinod Khosla）——该机构曾支持过这两家初创企业——以及红杉资本（Sequoia Capital）的肖恩·马奎尔（Shaun Maguire），他曾投资过 Factory。
Some of Silicon Valley’s most prominent and outspoken venture capitalists joined the online feud, including Khosla Ventures founder Vinod Khosla — whose firm has backed both startups — and Sequoia Capital’s Shaun Maguire — who has invested in Factory.
Factory 首席执行官马坦·格林伯格（Matan Grinberg）周三在 X 平台上发帖称，他终止了该公司与克里斯托弗·德格南（Christopher Degnan）的合作关系，后者曾在该公司担任约一年的顾问。格林伯格指称，德格南在获悉有关 Factory 业务的机密对话的同时，一直在与 Cognition 的高管进行非正式会谈。
Factory Chief Executive Officer Matan Grinberg said in an X post Wednesday that he terminated his company’s arrangement with Christopher Degnan, who had been an adviser at the firm for about a year. Degnan had been in informal talks with executives at Cognition while being privy to confidential conversations about Factory’s business, Grinberg alleged.
“与一个一年多来一直是被信任的顾问、甚至是亲密朋友的人断绝关系，让人感到难过。但克里斯的行为对我来说是不可接受的，”格林伯格写道。
“It is sad to sever a relationship with someone who has been a trusted advisor - and even a close friend - for over a year. But Chris’s conduct is unacceptable to me,” Grinberg wrote.
德格南在同样发布于 X 平台上的帖子中反驳了格林伯格的说法，称他于周一辞去了在 Factory 的职务，并拒绝了该公司全职岗位的邀约。“Cognition 从未索取过关于 Factory 的信息，我也绝不会透露，”德格南写道。
Degnan refuted Grinberg’s claims in a post also shared on X, saying that he resigned from his role at Factory on Monday and declined an offer for a full-time position at the company. “Cognition has never asked about information on Factory, nor would I ever give it,” Degnan wrote.
当天晚些时候，Cognition公司的首席执行官斯科特·吴（Scott Wu）也对格林伯格的说法予以反驳。吴在X平台上表示，他和他的初创公司“对Factory的信息没有任何兴趣，克里斯也从未提起过。他没有、也绝不会向我们的团队分享任何关于你或Factory的信息，我们更绝不会索取。”
Later that day, Cognition’s CEO, Scott Wu, also dismissed Grinberg’s claims. Wu said on X that he and his startup “have no interest in Factory’s info and Chris has never brought it up. He has not shared and would never share any information about you or Factory with our team, nor would we ever ask.”
不久后，科斯拉（Khosla）也加入战局，他在X平台上发帖称，格林伯格的言论暴露了他的“绝望”。当天晚些时候，马圭尔也发文写道：“Cognition不明白的是，我们正手握一枚能彻底消灭他们的核武器。”马圭尔未予置评，科斯拉的代表也没有回应置评请求。
Khosla soon joined the fray, posting on X that Grinberg’s comments show his “desperation.”That day, Maguire also posted, writing, “What Cognition doesn’t understand is that we’re sitting on a nuclear weapon to end them.”Maguire didn’t provide comment, and representatives for Khosla didn’t respond to a request for comment.
此前不久，德格南（Degnan）曾担任雪花公司（Snowflake Inc.）的首席营收官，并在他宣布加入Cognition担任首席营收官前不久，格林伯格在社交媒体上公开了这些指控。
Grinberg aired the allegations on social media shortly before Degnan, who had previously worked as chief revenue officer at Snowflake Inc., announced he had joined Cognition as its chief revenue officer.
Cognition的首席法律与全球事务官保罗·格雷瓦尔（Paul Grewal）在一份声明中表示：“我们从未试图获取关于Factory的机密信息。我们聘请克里斯的原因显而易见，他是公认的世界顶级销售领袖之一。”Factory的代表未回应置评请求。格林伯格和德格南也未回应置评请求。
Cognition’s Chief Legal and Global Affairs Officer, Paul Grewal, said in a statement, “We have never tried to get confidential information on Factory. We hired Chris for the obvious reason that he is widely known as one of the world’s best sales leaders.”A representative for Factory didn’t reply to a request for comment. Grinberg and Degnan also didn’t reply to requests for comment.