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Live · The Signal · W37
Monday, September 14, 2026
AI Lately

AI is about people, and what they have been up to lately.

Category

Applied AI

Vertical winners in code, health, and law. 2 pieces.

  1. Applied AIAnalysis

    Vertical Victors: Health and Law

    Abridge, OpenEvidence, Harvey, and Legora turned narrow, credentialed AI products into some of 2026's fastest-appreciating startups, proving that a clinician's or a partner's trust outvalues a general-purpose chatbot's reach.

    People: Shiv Rao, San Oo, Daniel Nadler, Max Junestrand, Steve Zad

    Aug 4, 20265 min · 6 sources
  2. Applied AIAnalysis

    Coding Agents' Revenue Race

    Cursor-maker Anysphere rode a $9.9 billion valuation to $29.3 billion in five months while Cognition bought Windsurf outright, turning software engineering into 2026's fastest-compounding subscription business.

    People: Michael Truell, Scott Wu, Anton Osika, Amjad Masad, Steven Hao +1

    Apr 27, 20265 min · 7 sources