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Ai coding startups are printing valuations faster than code

Yethikrishna ROriginal on Threads

ai coding startups are printing valuations faster than code: anysphere took $2b at a $50b pre-money in april, doubling the $29.3b mark cursor printed five months earlier, and cognition raised $2b at $48b in september. the autonomous coding sector absorbed over $15b across 2025-26, and three companies took 94% of the $3.87b in disclosed code-assistant rounds.

the open-source assistants got the users; the paid ones got the capital.

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The note above is reproduced unedited from the original post, first published on Threads on 1 October 2026 at 21:48 IST.

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