The $60B Signal: AI Coding Agents Become Infrastructure
What Changed and Why It Matters In days, AI coding jumped from “tooling” to “infrastructure.” Multiple reports say SpaceX has secured rights to acquire Cursor, the AI coding agent from…
From 30 to 2: How AI Coding Agents Compress Engineering Teams
What Changed and Why It Matters AI coding agents moved from autocomplete to autonomous coworkers. They now plan, generate, test, and wire code across stacks. The result: team compression. Smaller,…