Latent Space interviews Cognition's Walden Yan and OpenInspect's Cole Murray on the rise of async coding agents. The discussion centers on Devin-related workflows, including 80% Devin commits, spec-to-PR development, full VMs, agent memory, and PMs shipping code. The key theme is not a model release, but a shift toward agents that can work asynchronously inside more complete software delivery loops.
Sesame, a conversational AI startup from Oculus founders, has launched a new iOS app for the public. The app brings its AI agents to users with a focus on more natural back-and-forth interactions. Based on the available summary, the product is positioned less like a traditional chatbot and more like talking to a person.
Robinhood says traders can create a separate account for an AI agent and fund it with a chosen amount of money. The agent will then be able to buy and sell stocks across the market. The move pushes AI agents beyond advice or research into direct financial action, with real gains and losses possible.
Nathan Lambert argues that 2026 AI progress is becoming higher-stakes, with model capabilities, work patterns, economics, and real-world risks all escalating. He says open models still lack a true Claude Code and Opus 4.5-style agent moment, and Gemini has no clear competitor to Claude Code or Codex yet. The essay also tracks Mythos, American open-model momentum, frontier-lab competition, and mounting intervention from governments and other power structures.