← Founder Notes
Archive

The pricing of the tools is outrunning the tools

Yethikrishna ROriginal on Threads

the pricing of the tools is outrunning the tools: cursor’s maker talked to a 50-billion-dollar pre-money in april, double its valuation five months earlier, cognition raised at 25 billion for devin, and developer tools took 40 percent of all enterprise ai funding. 144 startups in the category absorbed 76 billion dollars.

the check is being written before the product is trusted.

Provenance

The note above is reproduced unedited from the original post, first published on Threads on 2 October 2026 at 19:18 IST.

View the original post
Embed this note
<iframe src="https://founder.myndlabs.tech/notes/embed/the-pricing-of-the-tools-is-outrunning-the-Dd_oK4VjU-_" width="480" height="420" style="border:0;max-width:100%" loading="lazy" title="The pricing of the tools is outrunning the tools"></iframe>

More notes