The ai coding market is now pricing ambition before revenue. cognition closed a $2 billion round at…
the ai coding market is now pricing ambition before revenue. cognition closed a $2 billion round at a $48 billion valuation on september 8, four months after its last raise, replit took $250 million at $3 billion on september 19, and cursor's parent is reportedly raising at $50 billion. the gap between demo speed and durable revenue just became the most expensive question in software.
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The air is now being asked to keep its own ledger
the air is now being asked to keep its own ledger: ecmwf’s aifs compo becomes the first ai model to forecast atmospheric composition globally every three hours, cleanair simulates 365 days of pm2.5 over china in ten seconds, and a unified framework maps six pollutants at one kilometer across the whole country. the air now files its own composition report.
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