Private Markets / Emerging Spaces / AI Coding & Dev Agents

AI Coding & Dev Agents

Code generation, AI pair programmers, and autonomous software-engineering agents.

34/100momentum · Cooling
13tracked companies
$69Bcombined valuation
$135Mcapital · 90d (2 deals)
$1.1Bcapital · 1y (6 deals)
6new entrants · 1y
+9.4%median secondary vs round (4 marks)

Momentum components — 4/4 computable

Funding acceleration17
Deal velocity50
News heat31
Secondary temp59

Components that cannot be computed are dropped and the weights renormalize — never faked to neutral.

Capital by quarter — disclosed rounds

24Q425Q125Q225Q325Q426Q126Q226Q3

Undisclosed amounts count as zero capital; deals still count.

#CompanyValuationSecondary vs RoundLast Round
1 Cognition $40B as of 2026-08 +9.4% 2025-09-08
2 Lovable $13B as of 2026-08 +188.8% 2026-08-01
3 Snyk $7.4B as of 2024-Q3 -56.4% 2024-12-01
4 Axiom Math $1.6B as of 2026-Q1 no mark 2026-02-01
5 Factory $1.5B as of 2026-Q2 no mark 2026-04-16
6 Magic $1.5B as of 2024-Q3 -27.9% 2024-08-29
7 Blitzy $1.4B as of 2026-Q2 no mark 2026-05-15
8 Augment Code $977M as of 2024 no mark undated
9 Bolt.new $700M as of 2025-Q1 no mark 2025-01-16
10 Cline $110M as of 2025-Q3 no mark 2025-07-31
11 Greptile $100M as of 2024-Q3 no mark 2025-01-01
12 Warp undisclosed no mark undated

Methodology. Emerging Spaces groups the tracked private-company roster into curated thematic spaces and scores each space's momentum 0–100 from four disclosed-data components: trailing-90-day capital vs the prior 90 days (40%), deal-count acceleration on the same windows (25%), news activity per tracked company over 30 days (20%), and the median secondary-market premium to last round across the space's marked names (15%). Components that cannot be computed are dropped and the weights renormalize — the basis is disclosed per space. Quarterly trends derive from dated, disclosed rounds; undisclosed amounts count as zero capital. An attention map of disclosed activity — not a prediction, not investment advice.