The Sequence Radar #849: Last Week in AI: OpenAI Ships Agents, xAI Eyes Cursor, DeepSeek and Kimi Advance

Summary: Key Developments in AI and Tech News (April 2026)

Major AI Company Moves:

• SpaceX: Offered a $60B post-IPO acquisition option to Cursor, a startup focused on coding agents, at a valuation of $50B. This move aims to position SpaceX as an AI company.
• Infosys and OpenAI: Announced a strategic collaboration combining Infosys Topaz Fabric with OpenAI’s Codex and frontier models for enterprise software engineering, legacy modernization, and DevOps automation.

New AI Startups:

• NeoCognition: Emerged from stealth with $40M in seed funding to build self-learning agents that develop world models of specific work environments. Founded by Yu Su (Ohio State professor) along with Xiang Deng and Yu Gu.

Funding Rounds for Established Players:

• Anthropic: Took an additional $5B from Amazon, bringing the total investment to $13B, in exchange for a 10-year AWS commitment covering up to 5GW of Trainium2-through-Trainium4 capacity.
• Project Prometheus (Bezos and Bajaj): Closed a $10B round at

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