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Hello, AI that writes code has turned into one of the hottest battlegrounds in tech, and the fight is getting personal. Startups, tech giants and the labs themselves are chasing the same engineers, customers and capital. We’re in the room before these moves go public. Subscribe and save 25% on your first year. Take seven recent stories from our reporting on the AI coding race. The investor behind Cognition Zach Frankel backed Cognition and Ramp early and sits on Cognition’s board, yet few outside Silicon Valley know his name. Founders call him a secret cofounder, and he helped Cognition land its Windsurf deal. Devin once struggled to live up to its billing, but Cognition is now one of the fastest-growing AI apps. Previously unreported numbers show what that growth is costing. Big players take control On the day SpaceX closed its deal for Cursor, Elon Musk addressed the startup’s staff for the first time. We have what he told them about his own AI unit, and who has left along the way. Meta and Microsoft, two of Anthropic’s biggest customers, are working to cut how much their engineers use Claude. What changed inside Microsoft lands as Anthropic prepares to go public. Where startups clash and cash in A sales leader who had advised Factory took a job at rival Cognition, and both CEOs went public with clashing accounts. The fight has split investors within one firm. As coding agents write more software, they need somewhere to host it, and Vercel is their default pick. Claude Code, Cursor and Codex now send the 11-year-old company a big share of its business. Coding labs need huge amounts of training data, and year-old Proximal has come out of stealth with an automated approach to supplying it, plus a revenue milestone. The AI coding race is being shaped as much by who funds, hires and hosts these companies as by whose model writes the best code. Before it’s everywhere, it’s in The Information. Subscribe for $299 and save 25% on your first year for reporting on the people and deals shaping tech, finance and AI. Subscribe now From The Information Pro IPO Tracker Which tech company goes public next? Follow nearly 80 companies on the road to an IPO, from Anthropic and OpenAI to Discord and Strava, with expected timing, valuations and outlook for each. Gain access to the IPO Tracker, 60+ org charts, proprietary databases, exclusive newsletters, subscriber-only events, and more by subscribing to The Information Pro for $749. Sign Up for Our Newsletter Two times/week Dealmaker By The Information Staff The Information’s reporters Valida Pau and Julia Hornstein give you the inside scoop on tech deals and dealmakers. Sign up Follow us Read anywhere Explore Our Newsletters Subscribe to The Information Sent to you@example.com | Manage your preferences or unsubscribe | Help The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103