Coding

AIAugment Code says it has agreed to sell Cosmos, Auggie CLI, the Code Context Engine and related technology to Harness. The team behind these products is moving to Harness to keep developing them. Augment says Harness's integrated platform delivers these capabilities to customers more effectively than building them independently.

Why it matters: The post shows what Augment Code is selling and why, which matters for teams tracking consolidation among AI coding tools.

AIProximal, a year-old startup supplying coding data to AI labs, raised funding from General Catalyst at a $300m valuation. In the past 10 months, it has surpassed $200m in annualized revenue, reflecting the labs' ongoing demand for data.

AIFactory has raised $200M at a $5B valuation from investors including Blackstone, Khosla Ventures, and Sequoia Capital, bringing its total funding to over $400 million. The company says it will use the capital to accelerate research, product, and global go-to-market efforts. Factory says hundreds of thousands of developers use its platform, with customers including Nvidia, Blackstone, and T-Mobile.

AICognition has raised over $2B at a $48B valuation, led by Andreessen Horowitz and Accel. The company says run-rate revenue grew from $492M to almost $900M since its May round, and Devin now offers Auto-Triage, Security Swarm, and Automations.

AICursor's CEO Michael Truell says OpenAI announced plans to block Cursor users from accessing OpenAI models in three months. He states that OpenAI models account for about 5% of Cursor user traffic and that Cursor is speaking with OpenAI to resolve the issue.

AICursor's acquisition by SpaceX has officially closed, and Cursor will join the SpaceXAI team. The stated goal is to help make Grok the world's most useful AI and to improve Grok Build, Grok Bot, Grok API, Cursor, and more.

Why it matters: The acquisition closing ties Cursor's coding tools to Grok's product line, which changes how the two products may be developed and sold together.

AICognition has signed a memorandum of understanding with the U.S. Department of Energy to join the Genesis Mission, a national AI initiative launched by executive order in November 2025. Cognition will contribute its Devin autonomous AI software engineer in four areas: software and data security, modernizing legacy scientific code, expanding scientific workforce capacity, and cloud modernization. Devin Desktop and CLI are listed as FedRAMP Class D (High) Authorized, and the company has offered in-kind code security scans for national laboratory codebases.

AICognition says its one-year-old merger with Windsurf has produced a more capable Devin, which now manages other Devins at a mid-to-senior engineering level, and new SWE-1.7 model, described as its most capable and efficient to date. The company reports growing from 44 to 350 people and revenue run rate from $73M to $500M+ since merging the brands.

AIXiaomi MiMo's account celebrated growing developer adoption of its open-weights models, crediting Cline for building on MiMo. Cline's linked post announced a $9.99/month subscription offering 2-5x discounted access to GLM-5.2 and other open-weight models including DeepSeek, Kimi, MiniMax, MiMo, and Qwen, with a $1.99 promo for sign-ups via npm i -g cline.

AISpaceX has exercised its option to acquire Cursor in an all-stock transaction, aiming to build highly useful AI models. The quoted announcement says SpaceXAI has spent several months jointly training a model with Cursor, to be released soon in Cursor and Grok Build.

AISpaceX has exercised its option to acquire Cursor in an all-stock transaction, with the stated goal of building the world's most useful AI models. Over the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon.

Why it matters: The deal combines Cursor's coding tools with SpaceX's AI team, and a jointly trained model is due to ship in Cursor and Grok Build.

AICognition introduced the AI Productivity Guarantee, under which it will issue credits up to $10M if Devin delivers less engineering value than enterprise customers pay for. The company uses an AI estimator to measure hours of productive output, validated against engineers' own estimates of how long the same work would have taken by hand. Value is converted to dollars at a standard global rate and compared against each customer's consumption near the end of the annual contract.

Why it matters: The post explains how Cognition estimates Devin's output in hours and backs the estimate with a $10M credit commitment, a concrete model for measuring AI vendor value.

AICognition raised over $1B at a $26B valuation, led by Lux Capital, General Catalyst, and 8VC. Enterprise Devin usage grew more than 10x since the start of this year, and run-rate revenue reached $492M. The company also said it launched SWE-1.6, which reaches up to 950 tok/s and has become the most used model in Devin Desktop.

AIMercedes-Benz is deploying Cognition's Devin and Windsurf across its global engineering teams, from the United States to Europe and Asia. In a four-week pilot, Devin analyzed over 200,000 lines of COBOL code and cut modernization time from an estimated eight months to eight days. The company is now rolling out the full suite, with Windsurf for development, Devin as an autonomous cloud agent, and Devin for Terminal for the most complex tasks.

AICursor's Michael Truell says the company is partnering with the SpaceX team to scale up Composer, calling it a meaningful step toward building the best place to code with AI. The quoted SpaceX post says Cursor gives SpaceX the right to acquire Cursor later this year for $60 billion, or pay $10 billion for the work together. It also cites SpaceX's Colossus training supercomputer, described as a million H100-equivalent system, as a source of training capacity.

Why it matters: The post shows a partnership with conditional acquisition terms, which matters for judging how Cursor's coding products and model training may be developed.

AIAman Sanger says Cursor's team evaluated many base models on perplexity-based evals and found Kimi k2.5 the strongest. Composer 2 was then built with continued pretraining and a 4x scale-up of high-compute RL, with Fireworks providing inference and RL samplers. The author admits Cursor should have named the Kimi base in its launch blog and says it will do so for the next model.

AICognition is opening a London office to expand rollout of Devin, its autonomous software engineering agent, to leading European businesses. The company says finance has emerged as a clear use case, with Goldman Sachs, Santander, Citi, and BNY among partners using Devin for modernization, migration, security remediation, and codebase documentation.

AICognizant is deploying Cognition's Devin autonomous software engineer and Windsurf agentic IDE across its engineering organization and global client base. Engineers already use Windsurf for agent-assisted coding and are exploring Devin for end-to-end tasks such as code migration, refactoring, testing, and maintenance. Cognition will embed forward-deployed AI engineers to support project selection, engineer enablement, and ROI measurement.

AIAman Sanger, owner of Cursor, argues that as agents help write an order of magnitude more code, review becomes the main bottleneck in software engineering. The post's context notes that Graphite is joining Cursor, which is relevant to code review workflows.

AIAman Sanger of Cursor says the team is hard at work on Composer 2. The post gives no features, benchmarks, or release timing, though it follows Cursor's $2.3B Series D raise and over $1B in annualized revenue.

AICognition, maker of the AI software engineer Devin, raised over $400M at a $10.2B post-money valuation led by Founders Fund. The company says its acquisition of Windsurf more than doubled its ARR, with combined enterprise ARR up over 30% in the seven weeks after the deal. It also reports Devin ARR grew from $1M in September 2024 to $73M in June 2025, with total net burn under $20M.