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Person: "gergelyorosz"
3x in 3 months: Cursor @ $28b, Cognition + Windsurf @ $10b
qwen3-coder chatgpt-agent claude-code mini cursor cognition windsurf alibaba openai anthropic perplexity agentic-ai fundraising software-engineering ai-coding agentic-economy model-integration community-feedback performance-benchmarking bindureddy xikun_zhang_ aravsrinivas gergelyorosz jeremyphoward
Cursor is reportedly fundraising at a $28 billion valuation with $1 billion ARR, while the combined Cognition+Windsurf entity is fundraising at a $10 billion valuation after acquiring Windsurf remainco for $300 million. The competition between AI coding agents intensifies as Cursor focuses on Async SWE Agents and Cognition+Windsurf acquires an agentic IDE. Alibaba's Qwen3-Coder gains widespread adoption for coding tasks and integration into tools like Claude Code and LM Studio. OpenAI rolls out ChatGPT Agent to all Plus, Pro, and Team users, sparking discussions about an "agentic economy" emphasizing AI literacy. Anthropic's Claude Code is praised as a premier development tool with active community feedback. Perplexity's Comet browser assistant receives positive reviews and new feature showcases. The debate continues on whether AI coding tools will replace developers, with critiques highlighting the ongoing human effort required. A new minimalistic software engineering agent, mini, achieves 65% on SWE-bench with just 100 lines of code.