Factory CEO just accused his VC board advisor of spying for Cognition
Published . Updated .
VC Chris Degnan and former board advisor to Factory AI has taken a job as chief revenue officer for competitor Cognition -- and everyone is arguing on X about it.
Directly affected
- No company is named in this report.
Indirectly affected
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ACM AECOM TECHNOLOGY CORP
GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ABAT AMERICAN BATTERY TECHNOLOGY
GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- BBAI BIGBEAR AI HLDGS INC
GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- CHAT Roundhill Generative AI & Tech
GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
VC Chris Degnan and former board advisor to Factory AI has taken a job as chief revenue officer for Cognition.
Source: TechCrunch
Price since this story was published: SuperX AI Technology (SUPX)
Since the first closing price after “Factory CEO just accused his VC board advisor of spying for Cognition,” SuperX AI Technology (SUPX) is -2.82%. The S&P 500 fund (SPY) is +0.33% over the same days, a -3.15% difference versus the market.
Filings that name SuperX AI Technology (SUPX) around 30 Sep 2026
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 33 days before publication, inside 60 days. The filing is listed beside the story “Factory CEO just accused his VC board advisor of spying for Cognition.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 37 days before publication, inside 60 days. The filing is listed beside the story “Factory CEO just accused his VC board advisor of spying for Cognition.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around SuperX AI Technology (SUPX)
Companies tied to this story
- SUPX SuperX AI Technology
For “Factory CEO just accused his VC board advisor of spying for Cognition,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
For “Factory CEO just accused his VC board advisor of spying for Cognition,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
American Battery Technology (ABAT) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Factory CEO just accused his VC board advisor of spying for Cognition.” Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Factory CEO just accused his VC board advisor of spying for Cognition.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BBAI BigBear.ai Holdings
In “Factory CEO just accused his VC board advisor of spying for Cognition,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CHAT Roundhill Generative AI & Tech
For “Factory CEO just accused his VC board advisor of spying for Cognition,” Roundhill Generative AI & Tech (CHAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
SuperX AI Technology (SUPX)
The 30 Sep 2026 story “Factory CEO just accused his VC board advisor of spying for Cognition” names SuperX AI Technology (SUPX) because of this story.
For SuperX AI Technology (SUPX), the reason on file says GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Also listed, Aecom (ACM): GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
The price range for SuperX AI Technology (SUPX), and the dates in the story
ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
What the saved facts support for SuperX AI Technology (SUPX)
46 out of 100
“Factory CEO just accused his VC board advisor of spying for Cognition” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.