Defending Cohere: delivery-first, building with customers over chasing frontier

ArfinNathaniel · x · 2026-11-02

The author continues the Cohere bull case: the model has significant upside if Cohere can leverage secured, anonymized traces to improve its models. Cohere thinks delivery-first and customer-need-first — what looks like failing to keep pace is really meeting customers where they're at and building with them for the future.

Related event: Cohere's Enterprise Customer List Questioned as Analyst Defends Its Transformation Play(8 posts)→

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