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Oct 7
Amir Efrati@amirXAI score20
Nous Research@NousResearchOfficialAI score38Nous Research raises Series B to expand Hermes Agent and build a mobile app
AINous Research has raised a Series B, as reported by the Wall Street Journal, to bring its Hermes Agent to new frontiers and build a mobile app. Investors include Nvidia, M12, Samsung Next, Robot Ventures, USV, Y Combinator, and Menlo Ventures, among others.

Andrew Curran@AndrewCurran_XAI score27Nous Research raises $90 million at $1.5 billion valuation
AINous Research has raised $90 million at a $1.5 billion valuation, according to Andrew Curran's post. He praises the team and says Hermes has been a major success for the company.

Oct 6
GeekParkNewsAI score62 Paramount Skydance Closes $110B Warner Bros. Discovery Deal; Moonshot AI Reportedly Raises $50B Pre-IPO
AIParamount Skydance completed its roughly $110 billion acquisition of Warner Bros. Discovery on October 6, with the combined company renamed Skydance. Reports also say Moonshot AI finished a final private round at about a $50 billion valuation and is preparing a Hong Kong IPO for the first quarter of next year, while Microsoft and Meta reportedly asked employees to use Claude less.
X.PIN@thexpinXAI score38DeepSeek nears 80 billion yuan funding round, Tencent and CATL investing
AIDeepSeek is close to raising at least 80 billion yuan ($12 billion), up from an original target of about 50 billion yuan, according to Bloomberg citing people familiar with the matter. Tencent and battery maker CATL are among the largest investors in the round, which is expected to close soon. DeepSeek is planning an IPO in early 2027, though details could still change.
a16z NewsBlogAI score30 a16z leads General Medicine's $120M Series B to build a healthcare general store
AIAndreessen Horowitz (a16z) says it led General Medicine's $120M Series B round. General Medicine aims to combine patient history, clinical guidance, transparent pricing, and access to care in one experience, with a catalog of over 2,900 products and services. The company also plans to offer the same infrastructure to health systems, payors, and pharmacies.
Variety@VarietyXAI score30AI Studio Authors First raises $10 million to help writers adapt books faithfully
AIVariety reports that AI Studio Authors First is backed by $10 million and pledges to help writers faithfully adapt their books. The post links to the full Variety article, which contains further details.
X.PIN@thexpinXAI score38Moonshot AI plans Hong Kong IPO in early 2027 at ~$50B valuation
AIMoonshot AI, maker of Kimi, is planning a Hong Kong IPO in the first quarter of 2027 after closing a private funding round at a valuation of about $50 billion, according to Bloomberg citing people familiar with the matter. Separately, Kuaishou's AI video platform Kling AI has picked banks for a Hong Kong IPO that could raise at least $1 billion, targeting a listing as early as 2027. The offering's size and timing could still change.
Oct 5
X.PIN@thexpinXAI score50Huawei and Qualcomm reach multiyear cross-licensing patent deal
AIHuawei's new multiyear patent agreement with Qualcomm would make Qualcomm the net payer for the first time, according to Nikkei Asia. The deal cross-licenses patents in 5G, computing, AI, and networking, and Qualcomm will also buy some of Huawei's U.S. patents outright. Financial terms have not been disclosed, and the transaction still requires regulatory approval.
Oct 4
B A H A R 🧬@Bahar3479XAI score22Axis raises $12M seed to scale decentralized robot training data
AIAxis, a physical AI data startup, announces a $12M seed round led by Hack VC, with backing from Nomad Capital, Pi Network Ventures, 10K Ventures, and Ondo. The company says the funding will expand human-in-the-loop teleoperation and GPU augmentation pipelines. Its Axis Hub lets more than 79,000 contributors complete robot manipulation tasks in the browser using MuJoCo-WASM, without expensive GPUs.

Oct 2
NewcomerBlogAI score60 Anthropic's IPO timing tests AI boom as AMD buys World Labs for $8.2 billion
AIAnthropic is preparing an IPO, with a leaked prospectus showing about $8 billion in operating loss on $4.6 billion revenue last year. The author says the company now targets trading in November, and that its revenue trajectory will signal whether the AI cycle has more runway. Separately, AMD agreed to acquire World Labs for $8.2 billion in an all-stock deal.
Oct 1
The Next PlatformNewsAI score44 Micron's Quarterly Results Show How Lucrative HBM4 Memory Has Become
AIMicron reported fiscal Q4 revenue of $54.23 billion, up 4.8X year on year, with net income of $37.7 billion. Its Cloud Memory unit, dominated by HBM, posted $16.28 billion in sales at an 83 percent gross margin.
NewcomerBlogAI score38 Benchmark leads funding round for early-stage chip startup Tendrils Compute
AIAccording to multiple people familiar with the matter, Benchmark has won the lead in a new funding round for Tendrils Compute, an early-stage chip startup. Sources say the company is discussing a follow-up raise that could value it above $1 billion. The article places the deal in a broader wave of VC investment in AI inference chips, citing Etched, OLIX, and Cerebras.
a16z NewsBlogAI score34 Andreessen Horowitz leads doxxnet's Series A for agent-based private networking
AIa16z says it is leading doxxnet's Series A, backing a private network that lets people and their AI agents browse privately, transfer files directly, and communicate peer to peer. doxxnet runs its own global backbone, IP space, naming system and certificate authority, and users can start without an email address or phone number. The company is led by Barrett Lyon, whom a16z credits with helping pioneer DDoS defense through Prolexic.
Barrett Lyon@BarrettLyonXAI score34Barrett Lyon launches doxx.net for agentic defined networking after $38M raise
AIBarrett Lyon announces the launch of doxx.net, which enables Agentic Defined Networking for creating private networks for people and their AI agents without a server in the middle. The company says it raised $38M from a16z, Animo Ventures and Focal.vc, and reports 38M+ threats blocked since December.

Don't Worry About the Vase (Zvi Mowshowitz)BlogAI score62 AI #188: Gemini 4 Argon, GPT-6.1 Sol, and Anthropic's IPO Filing
AIGoogle says Gemini 4 Argon is rolling out at $2/$10 per million tokens, though the author has not yet been able to access the model to test it. OpenAI pulled GPT-6.1 Astra over alignment failures and released GPT-6.1 Sol, which it prices at the same $2/$10 and says shows substantial alignment improvements over GPT-6 Sol. The post also covers Anthropic's leaked IPO prospectus, which reportedly lists roughly $518 billion in compute commitments, and a court ruling upholding the Department of War's supply chain risk designation of Anthropic.
a16z NewsBlogAI score34 Andreessen Horowitz leads Armadin's Series B for AI autonomous security platform
AIa16z says it is leading Armadin's Series B, backing a team led by Kevin Mandia, Travis Lanham, Evan Peña, and David Slater. Armadin's platform uses an agentic attacker swarm to run continuous offensive testing across external assets, cloud, identity, internal networks, and applications, producing validated kill chains and proactive remediation. The first product is Armadin Red.
Sep 30
swyx@swyxXAI score30Flow raises $50M Series B at $750M valuation for hardware engineering
AIFlow has raised a $50M Series B at a $750M valuation, co-led by Valor and Atreides with Sequoia Capital participating. Investor swyx says Flow is becoming the default requirements and verification platform for frontier hardware teams, including Anduril, Joby, Stoke Space, and Rivian, and that AI agents will move from integrating hardware work to doing it within the next year.
Sep 29
Harrison Chase@hwchase17XAI score42Listen Labs joins Salesforce to scale AI customer understanding platform
AIHarrison Chase praises Listen Labs as a great company and its founders, Alfred and Florian, calling the customer-understanding problem space a compelling AI use case. The post is a short endorsement of Listen's future work, and it accompanies Alfred Wang's announcement that Listen Labs is joining Salesforce, with Alfred remaining CEO and Florian remaining CTO.
Allie K. Miller@alliekmillerXAI score38AMD's Lisa Su secures major deals and a $1T milestone
AIAMD CEO Lisa Su has made several headline moves in the past week, including an $8.2B deal to acquire Fei-Fei Li's World Labs. The post also says AMD became the first woman-led company to cross $1T in value, and that Su was seated four seats away from the U.S. President, closer than Broadcom and cybersecurity firms.

Andrew Ng@AndrewYNgXAI score40Pearson to Acquire Workera, AI Skills Measurement Platform
AIPearson is acquiring Workera, a company that measures workers' skills in tasks and job roles to show businesses where employees are strong and where they need development. Andrew Ng, who served as Workera's chairman, says the combination under CEO Kian Katanforoosh and Pearson leadership could support more people and businesses.
Exponential ViewBlogPickAI score76 Anthropic's draft IPO prospectus shows revenue growing far faster than costs
AIReuters obtained Anthropic's draft S-1 IPO prospectus, which shows 2025 revenue of $4.59bn, up 1,089%, while costs rose 276%. The filing reports an $8.06bn operating loss and a $42bn net loss, the latter inflated by an accounting charge. Anthropic has $518bn in compute commitments over seven to ten years, and the source expects annualised revenue above $100bn by the end of 2026, with an IPO rumoured for November.
Why it matters: The piece reads Anthropic's draft S-1 figures for revenue growth, operating losses, and $518bn in compute commitments, offering a grounded view of the company's financial trajectory.
clem 🤗@ClementDelangueXAI score38Hugging Face to be acquired by Nvidia, expanding its hiring capacity
AIClément Delangue says Hugging Face's acquisition by Nvidia lets the company hire people it could not afford as a small startup. He frames the move as giving them a decade to help open-source AI win, and invites interested candidates to message him directly.
Stephanie Palazzolo@steph_palazzoloXAI score32Proximal, a coding data startup, raises at $300m valuation
AIProximal, a year-old startup supplying coding data to AI labs, raised funding from General Catalyst at a $300m valuation. In the past 10 months, it has surpassed $200m in annualized revenue, reflecting the labs' ongoing demand for data.
Elad Gil@eladgilXAI score34Long Lake completes $6.3B acquisition of Amex GBT, its 40th deal
AILong Lake has completed its $6.3B acquisition of Amex GBT, a travel partner for 17,500 businesses in 140 countries. The deal is Long Lake's 40th acquisition, and its companies now employ nearly 30,000 people. According to the quoted post, Long Lake says its first cohort doubled EBITDA in under two years without layoffs.
Sep 28
clem 🤗@ClementDelangueXAI score23AMD acquires World Labs, led by Fei-Fei Li, for AI world models
AIAMD is bringing World Labs and Fei-Fei Li into its organization, according to Lisa Su's post, which says the combination will pair World Labs' AI and world-model expertise with AMD's compute leadership. Hugging Face co-founder Clément Delangue congratulated the team and said he looks forward to what they will build in the coming years.
AMD@AMDOfficialAI score34AMD to acquire World Labs, bringing research team to strengthen AI ecosystem
AIAMD announced a definitive agreement to acquire World Labs, adding its team of researchers and model experts to help shape future AI infrastructure. The company said the move will strengthen the open AI ecosystem. AMD also welcomed Fei-Fei Li and the World Labs team to the company.

Sep 25
Amjad Masad@amasadXAI score42Replit acquires Atta, bringing AI business analytics to all users
AIReplit has acquired Atta, a business analysis and data visualization startup whose AI analytics product lets users connect their data without SQL or manual cleaning. Atta's founders said the product lets non-technical staff understand data, communicate insights, and make decisions, and two public companies ran their Q1 QBRs on it this year. The acquisition is meant to bring that capability to business leaders everywhere through Replit.
Latent.Space@latentspacepodXAI score62Stripe Acquires OpenRouter, Podcast Explores Model Routing and Token Economy
AILatent.Space shares a podcast episode in which OpenRouter co-founders explain why Stripe acquired the company. The episode covers OpenRouter's growth into a neutral distribution layer for developers, the role of model routing, and agentic fraud as a security risk for token economies.

Stephanie Palazzolo@steph_palazzoloXAI score32Fal and Fireworks weigh funding rounds at up to $30B valuation
AIInference providers Fal and Fireworks are reportedly considering new funding rounds amid soaring inference demand. Fal has discussed raising at a $15B valuation, while Fireworks has considered a $30B valuation, nearly doubling their valuations from earlier rounds this year.
Elad Gil@eladgilXAI score22Cognition's annualized revenue run rate tops $1 billion
AICognition has reached a $1 billion annualized revenue run rate, a milestone its customers helped achieve. Elad Gil's post reacts to the news with only the word "Wot," so no further details are provided.
Cognition Blog (Devin, Windsurf)OfficialAI score30 Cognition Reaches $1B in Annualized Revenue Run Rate
AICognition has crossed $1 billion in annualized revenue run rate, according to a company blog post dated September 25, 2026. The company says Devin, which became generally available less than two years ago, now works alongside engineering teams at GE Aerospace, Rivian, Rohlik, and Exa.
NewcomerBlogAI score46 Meta's Muse personal agent leads race as Instinct seeks $10 billion valuation
AIMeta's Muse personal agent has become a mass-market consumer product, with Shopify announcing a deal to let Muse check out across its shops and Amazon blocking Muse from shopping on its platform. Startup Instinct, valued at $2.5 billion in its latest round, is reportedly seeking new funding at $10 billion. Shares of Expedia, banks, brokerages and subscription media fell on fears that agents could bypass them.
Stephanie Palazzolo@steph_palazzoloXAI score38AI chip startup DensityAI raises hundreds of millions at $10B valuation
AIDensityAI, an AI chip startup, is reportedly raising hundreds of millions of dollars at a $10 billion valuation, riding on a new AWS deal. The post links to a Information article on the startup, which was founded by former Tesla Dojo leaders.
Sep 24
Stephanie Palazzolo@steph_palazzoloXAI score22TypeSafe raising $1B+ at $10B+ valuation for Jev AI model
AITypeSafe, which is developing Jev, a cheaper and faster alternative to frontier AI, is reportedly raising over $1B at a valuation above $10B. The round comes just one week after the company closed its previous raise at $200M.
LiveKit@livekitOfficialAI score22LiveKit acquires Loophole Labs to expand AI agent infrastructure
AILiveKit has acquired Loophole Labs, an infrastructure company whose technology will enhance LiveKit's platform for building voice, video, and physical AI agents. The acquisition moves LiveKit closer to offering customers essentially unlimited concurrent agents, according to the company.
AI SupremacyBlogAI score36 Crusoe Raises $3.9 Billion Series F as Neocloud Race Heats Up
AICrusoe confirmed a $3.9 billion Series F round on September 17, 2026, making it the most-backed private neocloud by equity. The company, which now serves Microsoft, Meta, Oracle and Jane Street, is positioned to take on public neoclouds CoreWeave and Nebius.
Ali Ghodsi@alighodsiXAI score33Databricks agrees to acquire Row Zero to combine it with Genie
AIDatabricks announced it has agreed to acquire Row Zero, a live cloud spreadsheet, after finance teams combined it with Genie for their work. Ali Ghodsi said the pairing was powerful and promised a forthcoming Genie plus Row Zero experience.
Sep 23
NewcomerBlogAI score44 Crusoe Is on Track for $2 Billion in Revenue as Data Center Backlash Builds
AICrusoe, a data center builder and cloud provider, raised $3.9 billion at a $30.9 billion valuation, led by Atreides Management, Valor Equity Partners, and Mubadala. Financials obtained by Newcomer show the company is on track for $2 billion in revenue this year.
Sep 22
Amir Efrati@amirXAI score38Anthropic reportedly negotiating major compute deal for direct TPU data center control
AIAnthropic is reportedly working on another large compute deal that would give it direct control of TPU data centers. The post is brief and provides no figures on scale, timing, or partners.

