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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.

Person

Scott Wu

Mentioned in 3 pieces; the desk has recorded zero standalone moves so far.

Public record only: name, role, employer, source, and date.

In the archive

  • Capital & Markets

    The Year of the Acqui-Hire

    OpenAI, Google, Meta, Nvidia and Cognition spent a combined tens of billions in 2025 and 2026 buying companies mainly to secure the specific people running them, a pattern regulators are only beginning to name.

  • Applied AI

    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.

  • Agent Infrastructure

    The Signal Brief: Wednesday's Reckonings, Raises, and Robots

    A pretraining researcher's exit, a credit fight over a machine-solved Millennium Prize problem, and Cognition's forty-eight-billion-dollar valuation show capital and conscience pulling AI in opposite directions this Wednesday.