Top stories
Aviern: Unmanned cargo airplanes for autonomous airports (opens ycombinator.com)
Fixed-wing cargo drones for regional air freight and defense logistics; the company says 1,000 lbs over 1,000 miles for under $1,000.
Hue: Simulations for AI agents (opens ycombinator.com)
Hue lets teams test an AI agent in stateful clones of the apps it works in.
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From the people and companies in today's storiesFunding rounds
See all 10 →AI architecture startup Dream launches with $17M in funding (opens siliconangle.com)
Dream, started by former Palantir executives, generates building designs with a world model trained on more than 100 million square feet of US permit data.
Wabi reels in $55M for its consumer-focused AI assistant (opens siliconangle.com)
Wabi, an AI assistant that builds mini apps, raised $55 million in a seed round led by IVP; TechCrunch reports a $1.25 billion valuation.
Reflex raises $14M to help enterprises replace generic third-party software with custom business apps (opens siliconangle.com)
Reflex uses AI agents to build, deploy and maintain custom business software that replaces generic third-party tools.
FuriosaAI raises $620m at a $2.9bn valuation for its Nvidia rival chips (opens thenextweb.com)
Seoul-based FuriosaAI, which makes AI inference chips, raised a Series D valuing it at about $2.9bn; South Korea's National Growth Fund put in $280m.
Science robotics startup Opentrons raises $40M to standardize laboratory automation (opens siliconangle.com)
Opentrons will use the money to scale its lab robotics, software and data infrastructure.
Solink raises more than $100M to pull business data from security cameras with AI (opens siliconangle.com)
Solink, which began in Ottawa in 2009 selling cloud video surveillance, uses AI to pull business information from retailers' security cameras.
Acquisitions
OpenAI-backed Thrive Holdings acquires ADT (opens techcrunch.com)
Thrive Holdings plans to bring AI to ADT's home security business.
Deepgram acquires Pipecat-maker Daily to bolster its voice AI infrastructure (opens techcrunch.com)
Deepgram is buying Daily, the company behind Pipecat, to deepen its real-time voice and video infrastructure.
Marvell nears a deal to buy Nvidia-backed Lumentum, Bloomberg reports (opens thenextweb.com)
Bloomberg reports Marvell is in advanced talks to buy Lumentum, which makes the lasers that move data between AI chips; a deal could be announced as soon as next week.
Launches
RouterPlus: Better inference pricing, latency and capacity for AI teams (opens ycombinator.com)
A marketplace for AI inference that promises better pricing, latency and capacity.
Launch HN: Simantic (YC F26) – Firmware Simulation for AI Agents (opens news.ycombinator.com)
Simantic, founded by former firmware engineers from Neuralink and Tesla, builds a simulation layer so engineers and AI agents can test firmware without hardware.
Composal: A swarm of agents that tests your product like real users (opens ycombinator.com)
A swarm of agents that tests a product the way real users would, to catch bugs before users do.
Baseten’s joey-1 makes AI decisions for a penny per million tokens (opens thenextweb.com)
Baseten's joey-1 is a 2B open-weights decision model that returns an answer and a probability; Baseten says it costs $0.01 per million tokens and answers in about 20ms.
TrueMile: The AI-native trucking company (opens ycombinator.com)
An AI-native trucking company where AI plans the fleet, books freight and dispatches drivers.
News
See all 7 →Andy Jassy says outside AI shopping agents are "still not great, nor more convenient than coming to a retailer directly" (opens fortune.com)
On Amazon's earnings call, Andy Jassy says outside AI shopping agents are “still not great, nor more convenient than coming to a retailer directly” — Amazon Chief Executive Andy Jassy told investors Thursday not to worry about bots invading its online store and rendering it useless.
Binance "temporarily suspended" all deposits and withdrawals as it investigates security issues (opens ft.com)
Binance “temporarily suspended” all deposits and withdrawals as it investigates security issues and works with law enforcement; Binance.US says it's unaffected — Tether and Circle freeze billions of dollars' worth of their coins as world's largest crypto exchange investigates security issue
As search traffic dries up, Reddit announces it’s shifting to a logged-in experience (opens techcrunch.com)
With search traffic falling as AI changes how people find information, Reddit is moving to a logged-in experience.
Amazon reports Q3 AWS revenue up 39% YoY to $45.98B, above estimates (opens cnbc.com)
AWS operating income rose 55% to $17.77B; Andy Jassy said AWS can become a $1 trillion business but will keep spending heavily first.
Sources: Nvidia is in talks to provide Nscale with billions of dollars in credit guarantees for a 460MW data center that Anthropic plans to use (opens theinformation.com)
Sources: Nvidia is in talks to provide Nscale with billions of dollars in credit guarantees for debt to develop a 460MW data center that Anthropic plans to use — Nvidia is in talks to provide Nscale, a young AI cloud provider, with billions of dollars in credit guarantees for debt to develop …
Intel shares plummet more than 20% following weak guidance blamed on PC market slowdown (opens siliconangle.com)
Intel beat expectations but gave a weak forecast blamed on PC softness, and its stock fell more than 22% in late trading.
Discussions
Analysis and trends
Series B Funding Is Up, But Fewer Deals Are Getting Done (opens news.crunchbase.com)
Crunchbase data shows about $48 billion invested around the Series B stage this year, the most in years, while round counts head for a multiyear low.
Octoverse: Commits, pushes, reach new highs in 2026 as developers build with agents (opens github.blog)
See how a record year of growth reached every industry, every field, and every kind of builder in the 2026 Octoverse report.
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