funding

Trajectory raised $45M in a Series A led by Sequoia at a $300M valuation to make continual learning and post-training of open source AI models accessible to nontechnical domain experts, with customers including Harvey, Rogo, and Nvidia.

Applied Compute announced it has crossed $100M in annualized run rate and raised $350M at a $3.25B valuation led by Elad Gil, with 40% of customers using it for both training and inference.

Anthropic filed an amended S-1 with the SEC revealing ~$17 billion in Q3 revenue, $33.24 billion over nine months, a $104 billion net loss (mostly non-cash), and $895.4 billion in compute purchase commitments as it prepares its IPO road show.

Paul Graham reminds that the application deadline for Y Combinator's winter 2027 batch is today. The announcement concerns the closing of applications for the upcoming startup accelerator cohort.

Y Combinator is accepting applications for its Winter 2027 batch, running January to March in San Francisco, with an on-time deadline of November 2 and decisions by December 11.

Context.dev raised a $9M seed round led by General Catalyst (with Orange Collective and Robinhood Ventures) to build web access infrastructure for AI agents, joining a wave of investor interest in the category alongside Exa and Firecrawl.

OpenAI has reportedly lowered its funding target for its latest round from $30 billion to $20 billion, with only $11 billion secured so far amid a tepid response from large investors wary of heavy AI infrastructure spending.

Bloomberg 报道 AI 推理基础设施公司 Baseten 将融资约 20 亿美元，估值最高达 300 亿美元，较六月估值翻倍以上；其年化收入据称在 2026 年第一季度从 2 亿美元跃升至 6 亿美元，反映出推理需求的快速增长。

OpenAI reportedly fell short of its $30 billion fundraising target, raising less than half of the planned amount amid shifting investor sentiment in the AI sector.

Privacy-focused AI assistant startup Ollie is shutting down on November 6, less than two months after raising a $7.5 million seed round led by Khosla Ventures, as CEO Bill Lennon cited intense competition from rivals like Muse and Instinct.

Chinese state-owned investors supplied 27% of DeepSeek's $15.8B funding round, a sharp rise from 2% in its debut raise, according to The Information, while tech companies still account for the largest share of investors across both rounds.

Blackstone indicated that Anthropic may fail to obtain an investment-grade credit rating following its IPO, raising questions about the AI company's financial standing as it transitions to public markets.

Subvocal 宣布获得 YC 与 Afore Capital 130 万美元融资，其智能眼镜通过非接触式传感器追踪内部言语肌肉，将无声的默读解码为文本，速度超过每分钟 200 词，并开启预售。

Public pension plans in Orange County, Los Angeles, Massachusetts and South Carolina are indirect Anthropic shareholders through Spark Capital, whose ~$777M stake could be worth $9B or more if the November IPO holds near a $1.5T valuation.

10-person startup Phonic released Phonic-1, a speech-to-speech voice model that can invoke tools mid-utterance, ranking first on Artificial Analysis's speech-to-speech index at 87.1 and completing 79.9% of customer-service tasks with 0.61s to first audio. The company also announced a $27.5M Series A led by First Round.

Serval (getserval) announced a $150M Series C round at a $3B valuation led by Sequoia, its third round in 12 months, bringing total funding to $277M, with notable customers including Fox Corporation, WPP, Live Nation, Lucid Motors, and Ramp.

Ex-Palantir executives Andy Alder and Arjun Mather launched Dream, a startup building AI world models for building design and engineering, with $17 million in seed funding led by Andreessen Horowitz. The company's 'structural cognition' model, trained on over 100 million square feet of building permit data, is already deployed across 10 projects in Texas and California.

Mintive launches with $11M raised (led by Cowboy Ventures) to build agent infrastructure giving every AI agent its own identity, permissions, logging traces, and token budgets as companies shift from chatbots to autonomous agents.

Anthropic is expanding its AI for Science program beyond individual researchers to partner with 20 leading scientific foundations, institutions, and research groups, providing free Claude credits and collaborative projects like the Model Hardware Standard.

A wave of startups, including &Truth ($70M), Harmonic ($295M), and Theorem with Anthropic, are betting generative AI can make formal software verification practical, potentially transforming how reliable AI-generated code is validated.