AI coding - Mitzael Serna AI Thoughts

Face-free close-up of a black mechanical keyboard on a dark desk with orange key lighting and notebooks in soft focus — coding desk still for Cognition Series E Devin coverage

Cognition’s $2B Series E: AI coding isn’t winner-take-all

adminSeptember 8, 20260

From Mexico: Cognition just closed a $2B Series E at $48B — Devin’s shop nearly doubling the May valuation while ARR jumped to ~$900M.

Empty developer desk with keyboard and monitor showing a generic disconnect icon, no people.

OpenAI is cutting Cursor off after the SpaceX deal

adminAugust 29, 20260

OpenAI told SpaceX it will wind down Cursor’s model contract, with a proposed shutoff on November 12, 2026. The reason OpenAI put on the page is trust after SpaceX bought Cursor’s parent.

► Necessary Cookies Always Active

Necessary cookies enable essential site features like secure log-ins and consent preference adjustments. They do not store personal data.

► Functional Cookies Remark

Functional cookies support features like content sharing on social media, collecting feedback, and enabling third-party tools.

► Analytical Cookies Remark

Analytical cookies track visitor interactions, providing insights on metrics like visitor count, bounce rate, and traffic sources.

► Advertisement Cookies Remark

Advertisement cookies deliver personalized ads based on your previous visits and analyze the effectiveness of ad campaigns.