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Coding, redefined: Why this deal matters

Coding, redefined: Why this deal matters

            
            
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 Hi MD Abul,

There was a headline this week that didn’t exactly make front-page news, but if you’re paying attention to the future of enterprise tech, it should’ve stopped you in your tracks:

Cognition AI is acquiring Windsurf, a powerful AI-driven coding platform, just weeks after Google made a $2.4 billion move to try to license or acquire it themselves.

Another big AI deal, right?
Sure. But here’s why this one’s different:

This isn’t just about speeding up code reviews or writing smarter functions.
This is about AI becoming part of the development process itself, not an assistant, but a strategic capability baked into the way modern software is built.

Companies like Cognition and Google aren’t just buying platforms.
They’re buying talent. Vision. The future of how software gets made.

And here’s the thing:
If your business is still treating tools like GitHub Copilot, Einstein, or custom agents as “nice-to-haves”.
You’re already falling behind.

 

This shift raises some big questions:

  • Do you have the skills and structure to manage AI-augmented development?

  • Is your architecture ready for iterative, AI-assisted workflows?

  • Are your leadership and talent strategies aligned with what this really means long-term?

If you’re not sure, you’re not alone. That’s why we built Digital Stratosphere around conversations exactly like this.

We’re digging into how AI is impacting ERP, development, data, and operations, not just in theory, but in execution.
Because these deals? They’re not tech news. They’re warning signs. Or opportunities, depending on how you respond.

Join us in Denver!

Use the code "earlybird" for 20% off your ticket(s)!

Bonus: We’re booking private advisory sessions during the event, just 15 minutes of real talk with someone who’s done this before. Reply if you’d like us to connect you with the right person.

 

These AI acquisitions signal one truth: This isn’t optional anymore, it’s foundational.

Let’s dive in together.

 

Best regards,

Eric Kimberling

            

by "Eric Kimberling" <eric.kimberling@thirdstage-consulting.com> - 12:28 - 16 Jul 2025