Person
Walden Yan
Named in AI Lately's reporting below.
In the archive
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.
Labor & Productivity
Cognition's Price Jumps While Model Gains Shrink
Investors value Cognition near $80 billion, and its own president says smarter models now move fewer new users than before.