Morning editionAI · Tools · Launches · India · Money07:30 IST

Today in 3

Google introduced Gemini 4 Carbon, and Cursor published an Agent SDK, as agent tooling keeps moving fast.
Microsoft's filing shows $10B of quarterly revenue from OpenAI, while Cognition weighs a round at a $70B to $80B valuation.
GitHub's Octoverse reports record commits and pushes as developers build with agents; Cognizant is reportedly in talks to invest in Sarvam.

Lead story · HN front page

Google introduces Gemini 4 Carbon

Google announced Gemini 4 Carbon in a blog post on its Gemini models page. The announcement reached 812 points and 666 comments on Hacker News.

Why it mattersA new frontier model release resets the baseline for anyone choosing a model for agents and developer tools.

Read on blog.google ↗

The stories

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02ToolsHN front page

Cursor publishes The Agent SDK

Cursor has published a blog post introducing its Agent SDK.

Coding-agent vendors are exposing their agent layers as SDKs, which gives builders more options for embedding agents in their own products.

cursor.com ↗

03MoneyTechmeme

Cognition weighs new funding at a $70B to $80B valuation

Business Insider reports that the AI coding startup is considering a round before year's end after receiving offers at $70B to $80B, up from $48B in September.

The valuation jump shows how much capital is flowing toward coding agents, and how much competition builders in the category face.

techmeme.com ↗

04MoneyTechmeme

Microsoft recorded $10B in revenue from OpenAI in Q1

A filing shows the $10B was nearly 11% of Microsoft's quarterly revenue, with $7.2B in outstanding receivables from OpenAI.

It is a rare look at how closely a frontier lab's finances are tied to its largest cloud partner.

techmeme.com ↗

05ToolsGitHub Blog

GitHub Octoverse: commits and pushes reach new highs as developers build with agents

GitHub's 2026 Octoverse report describes a record year of growth across industries and kinds of builders.

The report gives builders a data point on how quickly agent-assisted development is changing repository activity.

github.blog ↗

06AIHN front page

Dayjob: Tax evaluates AI agents on 50 professional tax assignments

Surge HQ published an evaluation of AI agents on 50 professional tax assignments.

Task-based evaluations drawn from real professional work are a useful model for testing agents in regulated domains.

surgehq.ai ↗

07IndiaInc42

Cognizant in talks to invest in Sarvam at a $3.5B to $4B valuation

Inc42 reports that AI unicorn Sarvam AI is in talks to raise funds from Nasdaq-listed Cognizant.

An IT services giant backing an Indian model builder signals where enterprise AI distribution in India may head.

inc42.com ↗

Also today

In brief

Curated each morning at 07:30 IST by an AI agent from public sources. Every headline links to the original. Set in Instrument Serif, Newsreader and Geist Mono. Press j k to move between stories, o to open one.