One brief, every weekday

Archive

Every issue of the daily email, in full — each one a fixed, dated snapshot of what was worth reading that morning. The live stream lives at Tiago's Bookmarks.

Get it by email

Each weekday morning. One-click unsubscribe.

62 issues

#62October 30, 2026

Hex raises $100.0M for its analytics workspace

Hex raised $100.0M for its collaborative, shareable analytics workspace. Infisical raised a $40.0M Series B for its open-source, end-to-end encrypted secrets and environment variable manager, and Hyperbolic raised a $30.0M Series A to build an open-access AI cloud for inference and compute.

5 links

#61October 29, 2026

Elementl Power lands $750.0M for three nuclear projects

Elementl Power secured a partnership to fund up to $750.0M for the development of three advanced nuclear projects, led by DS Investment Partners and Samsung C&T. Nevis raised a $70.0M Series B for AI that automates administrative workflows for wealth advisors, and MARC raised a $5.0M Seed to flag cost discrepancies in real estate vendor invoices.

4 links

#60October 28, 2026

Xona Space Systems raises $250.0M Series D for LEO navigation

Xona Space Systems raised a $250.0M Series D to build an independent satellite navigation and timing system, delivered as a high-power signal from low Earth orbit under the name PULSAR. Coherence Neuro raised a $45.0M Series A for implantable and wearable bioelectronic devices that monitor and treat cancer.

5 links

#59October 27, 2026

Resend launches Inboxes, a shared email inbox for agents

Resend released Inboxes, which lets teams create shared inboxes, connect their own agents and build workflows around email. Dub launched Dub for Startups, offering 50% off the first year of its software for running partner programs and tracking referrals.

2 links

#58October 26, 2026

Flapping Airplanes raises $1.0B for data-efficient AI

Flapping Airplanes raised $1.0B in a Series A to train capable AI models without the massive datasets today's labs rely on. Peak Energy raised $108.0M in a Series B to fund US manufacturing of its grid-scale sodium-ion battery storage, and Blacksmith raised $66.0M in a Series C for CI on high-performance hardware.

12 links

#57October 23, 2026

Arda Industries raises $232.0M to automate assembly lines

Arda Industries launched from stealth with $232.0M for software that turns new product designs into working robotic assembly lines. Mistral released Timestral, a family of probabilistic multivariate time-series forecasting models ranging from 5M to 209M parameters, and Different raised a $48.0M Seed round for its B2B demand generation system.

9 links

#56October 22, 2026

Tolan raises $30.0M for voice-first AI companion app

Tolan raised $30.0M for its voice-first AI companion app, which lets users create characters that retain months of conversation history and hold voice and video calls. The company says 70% of its users are women aged 30-45. Mirai, which uses world models to make real places explorable starting with real estate, was listed in a16z speedrun.

5 links

#55October 21, 2026

Headless social media API and automated AI officers

Postproxy is a social media API that the company says won't break pipelines. Codos, listed in a16z speedrun's SR007 cohort, builds a virtual chief AI officer whose agents interview a workforce to find inefficiencies, and reports seven-figure live ARR growing 50% month over month.

3 links

#54October 20, 2026

Kairo joins a16z speedrun with AI code security plane

Kairo, a three-person San Francisco company founded in 2026, joined a16z speedrun cohort SR007 with a continuous security plane that reviews every pull request inline and keeps testing the running system, producing a signed report. ObsessionDB launched in YC's Fall 2026 batch selling managed ClickHouse hosting pitched as a real-time data warehouse for AI agents.

8 links

#53October 19, 2026

Seven companies join a16z speedrun's SR007 batch

Seven companies disclosed they joined a16z speedrun's SR007 batch, including Mecone (perpetual futures infrastructure for exchanges), KIRA (industrial wastewater turned into clean water for data centers) and Coop (independent benchmarks and evals for robotics models). Circularity Fuels raised $8.8M toward a $10.2M offering per an SEC Form D, and Marklo raised a $5.0M Seed.

13 links

#52October 16, 2026

Anthropic built its own version control system in 5 months

Anthropic published how it migrated to an in-house version control system over five months, after merges per day grew more than tenfold and source control became its biggest development bottleneck. Lightsprint raised a $6.1M Seed round for a platform that turns plain-English requests from non-technical employees into reviewable pull requests.

6 links

#51October 15, 2026

Anthropic says small AI models may soon self-replicate

Anthropic published research saying small AI models may be only months away from self-replicating across cheap IoT devices such as Android TV boxes, with no datacenter required. Graylark raised a $10.7M Seed round for Raven, a visual intelligence platform that locates images, identifies vehicles and assesses whether visual content is authentic.

3 links

#50October 14, 2026

Tone, Lasers, and a Wrench on a16z speedrun

Four companies announced spots in a16z's speedrun SR007 batch: Oruk, building speech foundation models that read tone and intent; PhotonSpear, orbital lasers for missile defense; Embrasure, an AI-agent-run data warehouse; and Bounty, which lets founders hire AI agents and pay per completed job. Rodeo Robotics launched in YC's Fall 2026 batch with robots for vehicle maintenance.

5 links

#49October 13, 2026

Oratomic raises $475.0M for quantum error correction

Pasadena-based Oratomic raised a $475.0M Series B for its fault-tolerant quantum computing architecture and error-correction systems, targeting machine learning and molecular chemistry simulations. Hone, a San Francisco startup building autonomous agents it calls "Engines" to run business goals like customer retention and procurement, raised a $60.0M Seed round.

14 links

#48October 12, 2026

Parallel Systems raises $100.0M for autonomous freight rail

Parallel Systems raised a $100.0M Series C to commercialize Panther, its battery-electric autonomous rail vehicle for short-haul freight. Minerva Humanoids raised a $10.0M pre-seed for Roger, a semi-autonomous robot for hazardous oil and gas jobs, and a16z added Acaysia, AgentCat, Ontem, ChatOverflow and Rollup to its SR007 speedrun cohort.

11 links

#47October 9, 2026

Abliteration.ai joins a16z speedrun with $7M ARR

Abliteration.ai, which sells unrestricted LLMs for cybersecurity, agent testing and defense, joined a16z's speedrun SR007 cohort, saying it has $7M ARR and grew 8x last month. AntSeed launched an open peer-to-peer market for AI inference, with payment per request in USDC and no central account.

6 links

#46October 8, 2026

Ceramic sells web-scale search API at $0.05 per 1K

Ceramic.ai is selling a web-scale search API for LLMs and agents at $0.05/1K, available over API and MCP, and says it is 100x cheaper and 10x faster than alternatives. A post on world.hey.com titled "What on earth are you dooming about?" says most material metrics of humanity have never been better.

2 links

#45October 7, 2026

Great stuff from a16z speedrun

Three companies joined a16z's speedrun SR007 cohort: Delightful AI, building AI agent worlds for science and healthcare; Ripline, an applied research lab deploying sovereign intelligence in critical industries; and Saru, which makes brand-voice AI agents for consumer brands. LinkLane, an AI-powered freight brokerage, launched out of YC's Winter 2027 batch.

5 links

#44October 6, 2026

FieldAI raises $700.0M for robot autonomy software

FieldAI, the Irvine robotic autonomy company, raised a $700.0M round for its Field Foundation Models, which the company says let robots navigate without maps or GPS. ZymoChem raised $25.1M for bio-based materials, and Photon raised a $4.5M Seed round to replace mobile apps with agents running on iMessage, WhatsApp and Telegram.

8 links

#43October 5, 2026

doxx.net raises $38.0M Series A for agent networking

doxx.net raised a $38.0M Series A for its Agentic Defined Networking platform, which the Miami-based company says gives people and their AI agents peer-to-peer encrypted networks with their own DNS root and IP space across six continents. Charter Space raised a $5.0M Seed to price spacecraft insurance from manufacturing and test data.

5 links

#42October 2, 2026

Varda raises $251.0M Series D for orbital processing

Varda Space Industries raised a $251.0M Series D to build reentry capsules and in-orbit pharmaceutical processing. General Intuition raised $220.0M to train models on games instead of text, and Quartermaster raised a $140.0M Series B for SmartMast, its distributed maritime sensing network.

11 links

#41October 1, 2026

Motive raises $1.3B and Modal raises $750.0M

Motive raised $1.3B for its platform unifying safety, operations and finance for fleets and physical operations, which the company says serves over 120,000 customers across transportation, construction, energy and retail. Modal raised $750.0M for its code-first compute platform for AI and machine learning workloads, and Presto raised $10.0M for restaurant drive-thru voice AI.

4 links

#40September 30, 2026

Versine launches agent sign-in with user consent

Versine launched a service that lets AI agents sign users in and sign them up, with what the company says is user-controlled identity and consent. ALGAL, a programming language and VM for agent programs that wait for approval and leave receipts you can replay, was published on GitHub.

3 links

#39September 29, 2026

Fireworks AI raises $1.5B Series D

Fireworks AI raised a $1.5B Series D for its cloud for building, tuning and scaling open models, which it says powers production workloads at Uber, DoorDash, Notion and Cursor. Tekever raised a $580.0M Series D led by UC Investments and Baillie Gifford at a $6.4B valuation for its defence drones.

15 links

#38September 25, 2026

Cyclon launches at YC with an AI-first phone

Cyclon launched out of Y Combinator's Fall 2026 batch with a phone that uses AI as the interface. The company is the only new raise on today's list.

1 link

#37September 24, 2026

Rainmaker raises $100.0M for cloud-seeding drones

Rainmaker Technology Corporation raised a $100.0M Series B for its weather-resistant cloud-seeding drones, which the El Segundo company says it validates with proprietary radar. Catena Labs raised a $30.0M Series A to build a licensed financial institution that gives AI agents a way to identify themselves and move money.

8 links

#36September 22, 2026

NEX raises $150.0M for computer vision sports apps

NEX, the computer vision company behind HomeCourt and Active Arcade, raised $150.0M. Geothermal operator Mazama Energy raised a $135.0M Series B to extract heat from superhot rocks, and Cloudflare published a coding-agent skill that runs multi-phase security audits with independently verified, machine-readable findings.

13 links

#35September 21, 2026

Impulse Space raises $308.0M for in-space transport

Impulse Space raised a $308.0M Series D for its Mira and Helios in-space transportation vehicles, which carry payloads from LEO to GEO, lunar and heliocentric orbits. Daytona raised $48.0M in a Series B for isolated infrastructure that runs AI-generated code, and AIUC raised a $40.0M Series A for AI agent insurance and audits.

10 links

#34September 18, 2026

Base Power raises $1.0B for distributed grid batteries

Base Power raised $1.0B to deploy a nationwide network of distributed batteries across the US grid. Factory, which sells agent-native development tooling it calls Droids, raised $200.0M, and TypeSafe AI, a lab founded by former OpenAI researcher Diogo Almeida, raised a $40.0M seed.

13 links

#33September 17, 2026

Nuance Labs raises $50.0M Series A for audiovisual model

Seattle research lab Nuance Labs raised a $50.0M Series A led by returning investor Lightspeed Venture Partners, with NVIDIA and Define Ventures joining, to build a full-duplex audiovisual foundation model that generates speech, facial expression and body language from one system. BoomerangHR raised a $12.7M seed co-led by Kalos Ventures and Album Ventures.

4 links