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Lead Story
Meta’s Muse Agent Almost Cost Me $408
• The Big Read: Investor Anjney Midha cut Anthropic an early check. His hot streak has kept going • Plus, Recommendations—our weekly pop culture picks: “ Our Town ,” “ Profits, Prophets, Coaches, and Kings ” and “ The Gentlemen ” A hotel room’s quality can be measured in terms of abundance: extra towels, spare bathrobes—plenty of Nespresso pods. Multiples of everything are almost always better. But what’s less pleasant is to inadvertently end up with multiple hotel rooms . A couple days ago, though, I found myself with the unfortunate opportunity to occupy a pair of accommodations at a Santa Monica, Calif., Marriott thanks to an error by my lil’ digital buddy: Muse, Meta Platforms’ new personal agent. The cumbersome, vexing tool hopes to seize on Silicon Valley’s zeitgeisty enthusiasm for popularizing autonomous AI. After a few days with it, I can’t imagine it’s the technology that will take agents mainstream. That hotel snafu came when I gave Muse the hotel’s name and asked it to book two nights. I plugged in my credit card details—a circuitous process that involved both Chase and Stripe—and was met with the digital equivalent of a shrug: An error message informed me that Muse hadn’t completed the transaction, and while it really didn’t know why it couldn’t, it assured me that my credit card hadn’t been charged. A little human skepticism led me to double-check its promise—good thing I did. In fact, the charge had gone through. What happened next still intrigues me. I gave Muse a screenshot showing the charge on my credit card and told it that the charge had gone through. Lickety-split, it returned with a Marriott confirmation number. Not bad—it finished the task without being instructed to do so. But somehow the AI managed to make two bookings: When I showed up to the hotel, I found two rooms waiting for me. The front-desk clerk showed some mercy and canceled one. Had a little human kindness not prevailed, I would’ve been out an extra $408, plus taxes and fees. I’d been pretty gung-ho to try Muse. We’ve spent the past year in increasingly complex discussions about agents ever since OpenClaw came out in January , marking what has felt like the beginning of a distinct new chapter in the AI era. Most of the agents that initially captured attention were meant to simplify work tasks. More recently, a couple of startups have captured buzz with ones devoted to improving life outside the office: The most talked-about one is from Instinct, a startup founded last year. (Instinct is so popular that it now faces a profound compute shortage, and it has recently been seeking additional fundraising that would value it at around $10 billion. Just a month ago, it was valued at $2.5 billion.) But Instinct isn’t widely available, so Muse felt like my first real chance to see what a personal agent could do. The recent reporting from my colleague Jyoti Mann made me even more curious to play around with it: Clearly, Meta sees Muse as a major new product , one aimed at the same everyday people who log on to Instagram and Facebook by the billions. Still, if their experiences are anything like mine, they’ll find Muse something of a misery. The hotel problem wasn’t the only hiccup I ran into with Muse. When I initially set up a account while on my work laptop using my phone number, I later couldn’t access it on my Mac mini at home or my iPhone: Login codes sent via text led me nowhere—just to more error messages. (Frankly, it’s a marvel I found the Muse app at all earlier this week, buried as it was below several other apps also named Muse in Apple’s App Store; it has since risen to the top.) Eventually, I caved and created a second account—this one linked to my Facebook account, which itself is tied to my phone number. Why couldn’t Muse pick up on the overlapping connections? I wish it could have. Later, I did get Muse to complete a Resy reservation and schedule an Uber. I can’t truthfully tell you it was faster or easier than if I’d just gone directly to those apps. After a while, I hit an existential conundrum. I’d given it the tasks that occurred to me, which numbered a small handful. What else could I get Muse to do? I’ve found interacting with the AI something like trying to wrangle a lackluster employee. If I wanted to maximize its potential, I’d need to think deeply and creatively about what else it could possibly do, coax it and baby it, then bite my nails and hope it actually carried out what I wanted. As I relate these frustrations, I can already hear someone shouting “Skill issue!” at me. But really, I stand by the conviction that mass-market consumer technology shouldn’t require any technical savvy or a lot of effort. Certainly, the best versions of such products do not—even the early versions. If three cars had routinely shown up each time someone ordered their very first Uber ride back in the 2010s, I promise you we’d see more yellow taxis on the road today and fewer Ubers. I don’t see agentic AI as some passing fad, nor am I hoping for such an outcome. The technology’s promise—to automate away some of life’s tedium—is damn alluring. What I expect will happen is that agentic AI will get woven into many existing apps, just as chatbots already populate the internet. People will make regular use of agentic software without ever really knowing it; Anthropic’s Claude, OpenAI’s ChatGPT and Google’s Gemini all already have some agentic capabilities. Obviously, Apple and Google will want to use the technology to make iPhone and Android phones smarter and more useful, and the agents will sync up with what those devices already know and store about us. That would reduce quite a few hurdles to agentic AI. But will new stand-alone apps like Muse take off? I have my doubts—not unless they get much, much simpler and more reliable. Or maybe I’ll just need to learn to see the silver lining in their mistakes. You know what? If I ever again find myself billed twice and double-booked by accident, I know just what to do: Throw a rager in one room, sleep until noon in the other. Maybe Muse can handle ordering the booze. A good party can never have too much. —Abram Brown ( [email protected] ) Weekend’s Latest Stories The Big Read Early Anthropic Investor Seeks VC Glory With Cash and Compute Anjney Midha, 34, wants to get chips in the hands of fledgling startups and academics while he bets on a moment in tech that he describes as the “revenge of the scientists.” Listening: “ Our Town ” The good folks of Gainesboro, Tenn. (population: around 900), know that plenty of outsiders look down their noses at their part of the world—figuring them to be a buncha “backwards, hateful racists,” as one longtime Gainesboro resident puts it. That impression of the place does certainly seem to be why Gainesboro found itself under siege a few years ago when a group of wealthy Christian nationalists started to buy up property in secret, hoping to transform the town into a hotbed for other Christian nationalists: They figured they’d encounter little pushback, especially considering how far their money could go in such an impoverished parish. (I could describe them as white supremacists, but the Christian nationalists do take great umbrage with that label.) “Our Town,” a fast-paced and confidently told podcast from Bloomberg and iHeartRadio, looks at how those Christian nationalists staged their attempted takeover of Gainesboro and how they accumulated their wealth and followers, the latter largely through podcasts. (Sigh—the internet.) It also documents the swift, spirited resistance Gainesboro mounted against them, which cheers the soul and asks us to revisit at least a few of the assumptions about America—and our fellow Americans—that may have become entrenched in our minds. —Abram Brown Reading: “ Profits, Prophets, Coaches, and Kings ” by Jared Diamond Many billions of dollars and quite a few Harvard Business School classes have gone toward trying to figure out what makes a great leader—and turning oafs into passable leaders. Now Jared Diamond, author of the Pulitzer-winning 1998 bestseller “Guns, Germs and Steel,” has set himself the task of defining the essential qualities behind leadership in his latest book, “Profits, Prophets, Coaches, and Kings.” He does so by examining famous figures in business, religion, sports and politics, marking what is surely not the only instance in which Elon Musk has been compared to Genghis Khan. In terms of capitalistic chieftains, Diamond finds that the most distinctive leaders are the ones who’ve had the benefit of both exquisite timing and ruthless execution: Jeff Bezos, for example, outmuscling his competitors in the internet’s Paleozoic Era. As far as politicians go, Diamond points out that the ones we truly remember most aren’t those that simply took a mandate from voters and carried it out, even though we so often say that’s exactly what we want our elected officials to do. Rather, they have championed their own bold ideas and convinced the plebs it was really all part of what they’d originally wanted. All of these conclusions are delivered with Diamond’s dry-humored wonkishness. I enjoyed one in particular: “Once one has decided that one is uniquely qualified to assume the burden of leadership,” Diamond writes, “one’s opinion of oneself is unlikely to change.” —A.B. Watching: “ The Gentlemen ” One of the great joys of “The Gentlemen,” the rollicking “Downton Abbey” meets “The Godfather” concoction from director Guy Ritchie, is to admire how nice Theo James looks as he struts around in magnificent tweed. James plays Eddie Horniman, the fictional Duke of Halstead, and as the Netflix series’ second season begins, it’s just as well that Eddie’s concentrating hard on restoring the family fortune to its fullest extent. The dry-cleaning bills must be enormous: His beautiful wool keeps getting splattered in blood. The first season of “The Gentlemen” found Eddie settling somewhat uncomfortably into his new role: paterfamilias of an old, down-on-its-luck aristocratic family that—much to his surprise—has tied its fortunes to an illicit marijuana operation. In this latest season, Eddie has found his footing and is thinking expansively, which puts him at odds with his business partners: a family of Cockney-accented gangsters—father Bobby (Ray Winstone), who operates from lightly monitored house arrest, and his two children, the very capable Susie (Kaya Scodelario) and strapping, bruised-knuckle Jack (Harry Goodwins). As Eddie’s ambitions get bigger, the stakes get higher and the mood grows darker. And since this is very much a Ritchie production, schemes and mayhem continue to fill the screen in manic fashion. One doltish accomplice gets fed to a tiger. Elsewhere, Eddie helms a chase through London after a motorcycle gang snatches away a $16 million Botticelli, which he needs to appease the Italian mafia. The comic relief comes from Hugh Bonneville’s mincing Lord Hawthorne, who needs bribing too—and lusts for the chance to pull down Jack’s plus fours. (To woo Jack, Lord Hawthorne wines and dines him; a plate of iced oysters is a treat of a “Spartacus” reference .) Whether Eddie can keep everyone in line and on board seems questionable based on Season 2’s flash-forward opening shot: his own bloodied body. Michael Corleone never had it so frantic. —A.B.
TechCrunch AI / 10:58 PM
Mecka AI nears $500M valuation in Sequoia-led deal amid rush for robot training data
The round for the two-year-old startup is coming together months after Mecka announced its Series A.
Bloomberg AI / 6:03 PM
AI Firm Cohere in Talks for Up to $3 Billion Raise, Report Says
Artificial intelligence startup Cohere Inc. is in advanced talks to raise between $2 billion and $3 billion, including financing from the Canadian government and existing backers, according to a report from the Globe & Mail.
The Decoder / 5:57 PM
Ex-Deepmind VP Vinyals says AI self-improvement is coming but won't trigger an intelligence explosion
Oriol Vinyals, until recently head of research at Google DeepMind, thinks a sudden AI intelligence explosion through recursive self-improvement is unlikely. AI can speed up research by a factor of ten, he says, but it hits two bottlenecks: coming up with ideas ("research taste") and reliably judging results. Reward hacking and the speed of light add further limits. Vinyals now wants to tackle these bottlenecks with his startup Discovery Loop, co-founded with Jeff Dean, Sanjay Ghemawat, and Quoc Le. The article Ex-Deepmind VP Vinyals says AI self-improvement is coming but won't trigger an intelligence explosion appeared first on The Decoder .
YC AI / 3:35 AM
Mirrors launched from YC as an AI company
Mirrors is a Fall 2026 YC AI company: Catch and fix AI agent regressions before they reach production.
The Decoder / 8:55 AM
Stripping safety guardrails from open-weight AI models is now a turnkey commercial service
Abliteration.ai sells access to modified open-weight models with their trained safety mechanisms stripped out, currently based on Z.AI's GLM-5.3. The startup markets the service for offensive cybersecurity and red teaming, but journalists were able to generate malware instructions without much effort. Whether the benefits outweigh the risks remains an open question. The article Stripping safety guardrails from open-weight AI models is now a turnkey commercial service appeared first on The Decoder .
AWS Machine Learning Blog / 6:14 PM
Trinity: Agentic AI-powered transition planning for students with disabilities
Learn how University Startups and its AWS partner g/d/n/a scaled Trinity, a conversational AI solution for students with disabilities, into a serverless multi-agent architecture on Amazon Bedrock that produces IDEA-aligned transition plans for school districts across the US.
OpenAI News / 2:00 AM
Supporting Thailand’s next generation of AI startups
OpenAI and Thailand’s MHESI launch an eight-week accelerator helping 10 health, wellness, and education startups turn AI prototypes into trusted products.
Hacker News AI / 3:25 PM
Show HN: Atlas – observability for startup operations via self-building agents
HN 1 pts · 0 comments
The Information AI / 4:10 PM
Why AI Companies Are Building Out Wall Street-Style Finance Teams
The financing boom for the AI build-out is getting bigger and more complicated by the day—and AI companies have been staffing up for the challenge. AI labs including OpenAI and Anthropic, as well as neoclouds such as Nscale, are among a growing number of AI companies building out their capital markets teams and hiring specialists in areas like structured finance. That in part reflects the sheer volume of deals these companies are doing, many of which don’t fit neatly into standard corporate debt. This in-house staff can help when it comes to negotiating with lenders and drilling down into construction, power and other key details. Of course, tech and data center companies have long had in-house teams to handle fundraising, deals and other corporate finance needs. And structured finance is nothing new to the infrastructure world. But the scale of the AI build-out, which bankers peg at around $7.5 trillion in spending over the next five years, has pulled relatively young labs and upstart cloud firms into financing arrangements that are new territory. That means finance professionals, from bankers to investors at private equity, private credit and infrastructure firms, have more options in the form of neoclouds and other AI infrastructure startups, some of which are offering significant pre–initial public offering equity. “It's a new avenue for these people,” said James Howl-Newton, founder of Futura Search Partners, a specialist search firm focused on areas including digital infrastructure finance. As a result, “sponsors are having to deal with additional routes to exits for top performers,” he said. AI companies and infrastructure providers are tapping financing frequently and across different instruments, requiring deeper in-house capabilities and expertise than young tech firms have typically needed. One executive overseeing finance hiring at a neocloud noted that leveraged and structured finance backgrounds bring expertise that can help in areas like working through project diligence and getting banks to sign off on deals. Some AI firms may also want to run their own project finance models so they can move quickly through negotiations and have something to compare to lenders’ models. AI companies aren’t always issuing the debt themselves—that can fall to data center developers or special purpose vehicles, with firms like Blackstone and Apollo providing or arranging chip and other financing. And some of the biggest AI deals are using backstops from investment-grade companies like Nvidia or major cloud providers. Even so, commitments from AI customers often underpin much of the borrowing. And the users of the infrastructure will want to understand what they’re signing up for and their risks if a project runs into trouble. “Hiring of people within that business, responsible for the financing of compute, could prove to be an existential decision,” said Dan McCarthy, founder and CEO of One Search, an executive search firm focused on infrastructure finance whose recent clients include OpenAI. “You want someone who knows where all the pitfalls are, where all the bodies are buried in multibillion-dollar loans.” OpenAI, for its part, in July named Sven Semmelmann as head of compute capital markets. He previously led structured finance at Generate Capital, an investment firm that finances and owns infrastructure projects, and he has also held project finance roles at major banks. OpenAI Chief Financial Officer Sarah Friar, when announcing the hire on LinkedIn, said Semmelmann would oversee financing and partnerships to grow the company’s compute resources. Anthropic, meanwhile, has made several finance hires recently to work on capital markets and compute deals, and also has open positions posted including a capital markets infrastructure financing role. AI infrastructure upstarts are staffing up as well. Nscale, which launched in 2024 and is gearing up for a potential IPO , has been hiring across levels for capital markets and treasury as well as legal roles, calling for experience in areas like structured finance and private credit. SB Energy and Crusoe, which are developing major new data centers for OpenAI and other customers, are hiring across levels for jobs focused on project financings and other structured deals, recent postings show, while AI infrastructure startup Fluidstack is hiring a structured finance lead and a more junior counterpart. The good news for AI companies is that private credit and infrastructure teams, as well as investment banking teams focused on structured or project finance, had been growing even prior to the AI boom, providing a pool of skills that could translate into new twists on structured finance, like big graphics processing unit–backed deals. But that kind of finance talent doesn’t come cheap, especially for more senior people who have a track record of working on large transactions. And the normal tech tactic of dangling stock to lure talent won’t necessarily do the trick in all cases, especially for the most seasoned dealmakers and investors. Financiers would have to weigh a cash-heavy Wall Street pay package, albeit one that can depend heavily on how good bonus season is, against betting a portion of their pay on stock in a private or newly public company. Managing directors in investment banking can make north of $1 million in cash a year, with the biggest rainmakers making considerably more. The part of pay they get in stock at big public banks may vest over a few years but is generally easy to sell after that. For people at big infrastructure or private credit firms, senior employees may also receive carried interest, meaning a share of the profits on the funds or investments they work on, which can become worth millions over time. For instance, an investor at a top infrastructure firm may have several million dollars’ worth of carried interest tied up at their current firm they’d have to leave on the table. An AI company could try to make them whole with stock, which could be tantalizing to some, though others might not want to make a bet on equity in a young company. That might make the most experienced investors—those who’ve seen big infrastructure projects through over many years and know all the tricks of the trade—hard to pry away. New From Our Reporters Exclusive Anthropic’s In-House Payments Tech Push Could Chip Away at Stripe By Stephanie Palazzolo Exclusive China Curbs Humanoid IPOs After Unitree’s Volatile Debut By Jing Yang and Qianer Liu
The Information AI / 1:31 PM
The DOJ Is Investigating Nvidia’s Licensing Deal With Chip Startup Groq
The Department of Justice is looking into whether Nvidia tried to avoid antitrust scrutiny in its $20 billion deal to license the technology of chip startup Groq and hire most of its employees in December, the New York Times reported Wednesday. The two companies described the deal as a “ ...
The Information AI / 1:21 PM
SpaceX Overhauls Data Center Build-Out, Potentially Slowing Expansion
Elon Musk is famous for his “move fast” management philosophy, which he demonstrated most starkly when he built new data centers for his AI startup in record time two years ago. But a new team of rocket engineers Musk recently installed to run his data centers is taking a very different approach. SpaceX is changing how it builds the giant facilities that house AI servers in a way that might slow the building of new campuses, according to people familiar with the situation. The new management team is looking to install more backup systems for power and cooling, and to more thoroughly test those systems before the data centers start operating, instead of adding them later on, as the AI company was doing, two of the people said. SpaceX also wants to reduce the use of temporary power and cooling systems in its data centers, one person said .
The Information AI / 1:01 PM
Nvidia Deepens Partnership With AI Chip Startup D-Matrix
Chip startup d-Matrix said Thursday it plans to use Nvidia’s networking hardware to connect its chips for running AI models to each other and to Nvidia’s Vera central processing units, which are used in data centers. The startup will use Nvidia’s NVLink Fusion products, including switches, data ...
Bloomberg AI / 3:34 AM
Alibaba Backs Ex-Staffer’s AI Testing Lab at $2.5 Billion Value
Alibaba Group Holding Ltd. is slated to lead a $300 million investment in AI training and benchmarking startup UniPat AI, valuing the nascent company at $2.5 billion and giving a vote of confidence to a former intern.
Bloomberg AI / 2:58 AM
DOJ Probes Nvidia’s Tie-Up With Groq on Antitrust Concerns
The Justice Department is investigating whether Nvidia Corp. structured its $20 billion licensing agreement with AI chip startup Groq Inc. to avoid antitrust review.
YC AI / 12:43 AM
Shepherd Robotics launched from YC as an AI company
Shepherd Robotics is a Fall 2026 YC AI company: Robots for high skilled labor powering AI infrastructure.
TechCrunch AI / 12:30 PM
Besxar is building an orbital semiconductor factory, one SpaceX rocket at a time
Besxar, a startup founded by former OpenAI staffer Ashley Pilipiszyn, wants to make the key precursors for advanced semiconductors by taking advantage of the vacuum of space.
Bloomberg AI / 9:00 AM
AI Music Startup Suno Launches New Models That Pay Labels
Suno Inc. is rolling out its long-awaited artificial intelligence models trained and made in cooperation with major music industry players, such as Warner Music Group Corp.
TechCrunch AI / 10:44 PM
Palo Alto Networks paid $500M for Thrive-backed Console, sources say
The acquisition also leaves Sequoia-backed Serval as the de facto startup leader in AI IT service automation, industry watchers believe.
Bloomberg AI / 6:37 PM
Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/2026
Bloomberg’s Ed Ludlow breaks down Anthropic's $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus, Elon Musk predicts AI will increase the global economy by up to 30%. And, John Ternus officially takes over as Apple CEO as the company gets ready for a new product unveil next week. (Source: Bloomberg)
TechCrunch AI / 4:31 PM
Sequoia-incubated Empirik launches with $21M to predict outages before they happen
The startup wants to do for IT infrastructure what Cursor did for software engineering.
Bloomberg AI / 6:44 PM
Hugging Face Co-Founder on Open-Source Robot, Reports of Nvidia Deal
Hugging Face unveiled MicroDuck, the company’s new open-source robot that can walk, talk, and roller-skate. Hugging Face co-founder and Chief Science Officer Thomas Wolf discusses surging demand for robotics and open-source AI, and says the company is currently selling roughly one MicroDuck every four seconds. He also declined to comment on reports that Nvidia is nearing a roughly $13 billion deal to acquire the AI startup, while saying Hugging Face regularly receives acquisition and investment interest. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)
TechCrunch AI / 5:43 PM
OpenAI, Anthropic, Google, and 100 other companies call for action to defend against rogue AI
Some of the world's largest tech companies and AI startups have come together to decry the current state of cybersecurity and to advertise a new solution that they say can ward off a new generation of cyber threats.
Bloomberg AI / 12:00 PM
Anthropic Investor Leads Funding for Off-Grid AI Power Startup
A startup that builds off-grid power systems for data centers said it raised $120 million in a Series A funding round led by Spark Capital, an investor in artificial-intelligence developer Anthropic PBC.
TechCrunch AI / 12:00 AM
AI research startup Listen Labs scrubbed a $1.5B funding round for Salesforce talks
Listen Labs walked away from a signed Series C term sheet from Menlo Ventures, sources say.
Hacker News AI / 4:37 PM
Edtech's pandemic boom is over as K-12 startup funding craters
HN 2 pts · 0 comments
The Information AI / 11:26 PM
Fund Focused on Bootstrapped Founders Raises $950 Million
There’s certainly a frenzy among venture capitalists to back the hottest startups before they’ve made a dime of revenue, but one fund is sticking to a proven strategy of investing in startups that have generated at least millions in revenue—often without raising any institutional money. Focusing on these boot-strapped founders has again resonated with Volition Capital’s limited partners. The Boston-based growth equity firm, which cut its teeth investing in consumer startups like Chewy and enterprise software companies, raised $950 million for its sixth fund, co-founder Larry Cheng told The Information exclusively. The fundraise, Volition’s largest, brings the 16-year-old firm’s assets under management to $2.6 billion.
The Information AI / 10:29 PM
Personal AI App Instinct Faces Compute Crunch That Could Lead to New Funding
The year-old startup behind Instinct, a personal AI assistant that’s caught fire with Silicon Valley insiders, is seeking more computing power, leveraging its early buzz as it faces new competition from giant Meta Platforms. Over the last few weeks, Instinct, which launched to a select group of users earlier this year, has sometimes notified users that it is running at full capacity and “responses may be slower” as people use it for tasks such as negotiating bills and answering emails. More cash could help: the company is looking to raise $1 billion in new funding after recently raising $250 million, its founder and CEO Noah Shinn has recently told prospective investors, according to a person familiar with the statement.
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