Nvidia crushes quarter and buys Hugging Face; Cognition raises at $46BN, Linear $2.5BN
IanAndrewsDC · x · 2026-09-04
Harry Stebbings' weekly tech podcast recap: Nvidia beat earnings and acquired Hugging Face; investors argue only end-user demand can derail the compute boom. Cognition raised at a $46BN valuation, Linear at $2.5BN, Clay at $7BN, and Instinct hit $2.5BN. Also: OpenAI cuts off Cursor, and how lightweight AI tools like Instinct can build moats via complex workflows before getting cloned like Replit/Lovable.
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