Cognition weighs funding at up to $80bn valuation, Business Insider reports
THE SO WHAT
Investor offers valuing Cognition at $70–80 billion for an AI coding agent are a clear signal that capital is pricing in a step-function change in software production economics. If you run a dev-heavy business, you need a view on whether you’re a buyer, builder, or competitor to these agents within 12–24 months.
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