Cognition Raises Over $1 Billion at a $26 Billion Valuation — Devin Signals the Arrival of the AI Software Engineer Era
Cognition, the company behind the AI software engineer Devin, has raised more than $1 billion in a new funding round at a valuation of $26 billion.
The round was led by Lux Capital, General Catalyst, and 8VC, with participation from both existing and new investors.
As Cognition rapidly strengthens its position in the autonomous software development market, this latest financing marks a significant milestone, signaling that the AI coding agent market has entered its next stage of growth.
Kafkai AI チーム
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The Open-Weight Escape Valve (Part 3 of 3)
The first two parts of this series were the bad news. This is the part most readers underestimate. While flat-rate frontier subscriptions were getting repriced, a real open-weight tier matured underneath. GLM-5.1, Qwen 3.6, Kimi K2.6, DeepSeek V4. Ollama is at 52 million monthly downloads. Claude Code can be pointed at any of them. Here is what small businesses should actually do about it.
Iqbal Abdullah
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Why Flat-Rate AI Was Always Going to Break (Part 2 of 3)
In Part 1 I laid out what happened to flat-rate AI pricing in March and April. This piece is about why. Once you put OpenAI's inference spend, the projected 2026–2027 US AI capex, and the actual size of the consumer AI market in the same paragraph, the surprise stops being that flat-rate plans are cracking. The surprise is that they held this long.
Iqbal Abdullah
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The Pricing Emails Are Landing (Part 1 of 3)
Three weeks ago I wrote that data centres in space looked like a bubble. The bubble showed up sooner than I expected, and not in orbit. It showed up in the pricing emails landing in my inbox. GitHub Copilot is moving to usage-based billing on June 1. Anthropic has been quietly tightening Claude limits since March. The flat-rate AI subscription era is ending.
Iqbal Abdullah
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Building Data Centres in Space: This Smells Like a Bubble
Blue Origin has filed for 51,600 satellites. SpaceX wants a million. The AI power crunch is pushing data centres into orbit. From where I sit, running an AI company in Tokyo, this has the classic shape of a bubble. Small businesses should be looking at the ground, not the sky.
Iqbal Abdullah
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How Fast Can Pictory AI Turn a Blog Post Into a Video (Part 2)?
A practical, business-focused look at how fast Pictory AI can turn a blog post into a video, based on real workflows, realistic timelines, and where automation truly adds value for modern content teams
Ngazetungue Muheue
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Why Yann LeCun Says LLMs Are Dead and What Business Leaders Should Do About It
World Models are poised to replace LLMs as the next AI paradigm. Yann LeCun explains why current AI systems are hitting fundamental limits and how world models offer a more efficient, capable alternative. Here's what your business needs to know.
Iqbal Abdullah
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Pictory AI in 2026: What It Is, How It Works, and Whether It’s Worth Using (Part 1)
Discover how Pictory AI helps turn articles, scripts, and ideas into videos in minutes, with real use cases, benefits, and a 2026 perspective.
Ngazetungue Muheue
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The State of Local LLMs (2024/2025): What Actually Changed
Local LLMs finally hit their stride in 2025. If you struggled with local AI last year, new tools and models make setup a coffee-break task, not a weekend project. Let's explore what actually changed.
Iqbal Abdullah
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Translating Andrej Karpathy Keynote: Vibe Coding Transforms Small Business Operations
Are repetitive tasks and manual data entry holding your small business back? Vibe coding with Large Language Models (LLMs) offers a practical path to automation without deep technical expertise. By leveraging Software 3.0, you can start building custom tools using plain English, achieve significant time savings, and maintain full control over the automation process. Let’s explore how this approach can be your competitive edge.
Iqbal Abdullah
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