Analyst dislikes Cohere's valuation in Canada deal but isn't bearish: thread
ArfinNathaniel · x · 2026-11-02
The author privately dislikes the valuation at which the Government of Canada took its stake in Cohere, yet lays out a multi-tweet case for not being bearish: Cohere pursues delivery-first, customer-need-first enterprise "software with a service"; its LLMs aren't near the Pareto frontier but its SLM, STT and multilingual models are, plus OCR/document parsing gains; and since AI transformation (not mere adoption) demands overhauling rule-based systems, Cohere sells the whole package rather than competing with Anthropic, OpenAI or Mistral on frontier models.
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