Tag: Enterprise software
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AI Agent Consolidation: Why Most Startups Will Merge by 2028
I think most AI agent startups will not remain independent companies by 2028. My argument is not that demand for…
Cognition Devin timeline: 2024 to 2026
Cognition’s Devin moved from one of 2024’s most viral AI agent demos to a product large enterprises now describe as…
Cursor Valuation in 2026: Why $9B Works, Where It Breaks
I think Cursor’s reported $9B valuation is easier to defend than many critics admit. The short version is that Cursor…