AI coding agent race heats up with massive funding and competition

Cognition raises $1B at $25B pre-money for Devin ($492M ARR, 50% MoM growth, NASA/Goldman Sachs logos). Grok Build vs Claude Code comparison highlights xAI's competitive move (reading ~/.claude/skills/). Claude Code and Codex dominate but new entrants challenge. OpenRouter's multi-model gateway enables cost arbitrage. Enterprise adoption of coding agents accelerates with Notion, Cursor, and Codex integrations. Power user token costs hit $2,180/month signaling enterprise pricing shift. New: Cua Driver for Windows brings background computer-use for agents like Claude Code and Codex, expanding agent capabilities to Windows OS.