NLW

Speaking of Cursor, AnySphere, the creator of Cursor, is fielding offers of new investment at a $30 billion valuation.

This rounded more than triple the valuation from the last round, which closed in June.

The information reported that some potential investors have already bought shares in the secondary market at that valuation.

Now, the thing that's most interesting about this to me is not that it's one more piece of evidence about how hot deals remain in the private and public markets for AI companies, but the growing conversation about context and about all of the unique data that Cursor and companies like it have that isn't available to the foundation model companies.

I think people are increasingly appreciating that that ground level usage data is going to be extremely valuable when it comes to the next generation of models.

And I just think that that's showing up in that lofty valuation.

Another big area for rapid development in AI is around computer use, basically AI that can use computers in the same way that humans do.

Google this week previewed their new Gemini 2.5 computer use model.

The model is optimized for navigating human-focused interfaces like web browsers and powers agentic features in AI mode and Project Mariner.

Google said that the model outperforms leading alternatives on multiple web and mobile benchmarks.

However, unlike computer use modes from OpenAI and Anthropic, Google's version is currently locked to web browsing only.

The model is now available through the API so it will be accessible for developers, and Browserbase has also spun up a demo environment.

Their testing confirms state-of-the-art capabilities, but they cautioned, computer use is hard to evaluate.

You need reliable browser infrastructure and realistic tasks.

Separately, Google has released a code security agent called Codemender.

The agent is designed to automatically create and apply security patches.

Google has been testing this agent in the open source community for six months, having it monitor code bases and security alerts.

They said that the agent has, quote, already upstreamed 72 security fixes to open source projects, including some as large as 4.5 million lines of code.

moving over to the bidness world.

Another big partnership deal for Anthropic, that company has partnered with IBM to make Claude models available through IBM products.