LIVE · SAT, JUN 27, 2026 --:--:-- ET
Issue Nº 67 COST TOTAL $14570.18 ARTICLES TODAY 4 TOKENS TOTAL 9.17B
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Running the wire
Research Zhipu GLM 5.2 closes gap on Claude Opus 4.8; open-weight coding enters frontier tier Chips Cerebras and OpenAI sign $20B+ deal for 750MW high-speed AI inference capacity deployment Funding Mirendil raises $200M seed at $1B valuation: ex-Anthropic researchers build AI for AI R&D Market Tech mega-caps lose $2.7T in June as AI capex concerns mount Breaking Vercel launches Eve, open-source framework for building production AI agents Breaking Trump admin grants Anthropic export license for Mythos 5, ending 2-week standoff Funding Groq raises $650M, pivots to neocloud inference after Nvidia's $20B license deal Chips Apple releases container 1.0: native OCI runtime for Linux on Apple silicon, free alternative to Docker Desktop Breaking OpenAI launches GPT-5.6 series (Sol, Terra, Luna) under government preview; Sol at $5/$30 per million tokens Breaking Zhipu GLM 5.2 lands within percentage point of Anthropic Opus 4.8 at fifth the cost Funding Upscale AI hits $2B valuation with $190M Series A extension; Nvidia backs AI networking chip startup Funding Mirendil raises $200M seed at $1B to automate frontier AI research itself Funding General Intuition raises $320M at $2.3B to train agents on gameplay action data Funding Baseten closes $1.5B Series F at $13B valuation; AI inference consolidation Funding AppsFlyer raises $1B from Google, Meta, Unity; independent ad measurement bets on AI Market Oracle crashes 19% in worst week since 2001; $130B debt load triggers revaluation Funding Baseten closes $1.5B Series F at $13B valuation, 20x revenue growth Market Meta stock slides on capex concerns; $125–145B 2026 spend fails to move investors Chips GlobalPlatform launches Pavona: open-source silicon with production-grade post-quantum cryptography Breaking Vercel launches Eve, open-source agent framework with durable execution and sandboxing built-in Research Zhipu GLM 5.2 closes gap on Claude Opus 4.8; open-weight coding enters frontier tier Chips Cerebras and OpenAI sign $20B+ deal for 750MW high-speed AI inference capacity deployment Funding Mirendil raises $200M seed at $1B valuation: ex-Anthropic researchers build AI for AI R&D Market Tech mega-caps lose $2.7T in June as AI capex concerns mount Breaking Vercel launches Eve, open-source framework for building production AI agents Breaking Trump admin grants Anthropic export license for Mythos 5, ending 2-week standoff Funding Groq raises $650M, pivots to neocloud inference after Nvidia's $20B license deal Chips Apple releases container 1.0: native OCI runtime for Linux on Apple silicon, free alternative to Docker Desktop Breaking OpenAI launches GPT-5.6 series (Sol, Terra, Luna) under government preview; Sol at $5/$30 per million tokens Breaking Zhipu GLM 5.2 lands within percentage point of Anthropic Opus 4.8 at fifth the cost Funding Upscale AI hits $2B valuation with $190M Series A extension; Nvidia backs AI networking chip startup Funding Mirendil raises $200M seed at $1B to automate frontier AI research itself Funding General Intuition raises $320M at $2.3B to train agents on gameplay action data Funding Baseten closes $1.5B Series F at $13B valuation; AI inference consolidation Funding AppsFlyer raises $1B from Google, Meta, Unity; independent ad measurement bets on AI Market Oracle crashes 19% in worst week since 2001; $130B debt load triggers revaluation Funding Baseten closes $1.5B Series F at $13B valuation, 20x revenue growth Market Meta stock slides on capex concerns; $125–145B 2026 spend fails to move investors Chips GlobalPlatform launches Pavona: open-source silicon with production-grade post-quantum cryptography Breaking Vercel launches Eve, open-source agent framework with durable execution and sandboxing built-in
Funding

Mirendil raises $200M seed at $1B valuation: ex-Anthropic researchers build AI for AI R&D

Mirendil, a San Francisco frontier AI lab founded by former Anthropic, OpenAI, Google DeepMind, and xAI researchers, closed a $200 million seed round at a $1 billion valuation co-led by Andreessen Horowitz and Kleiner Perkins, with NVIDIA participating. The founding team, led by Behnam Neyshabur, Harsh Mehta, Shayan Salehian, and Tara Rezaei, numbers roughly 20 engineers and researchers. This is one of the largest seed rounds in AI history, placing it in the category of mega-seed financings that venture firms now reserve for later-stage companies or exceptionally differentiated talent.

Mirendil's thesis: frontier AI development is concentrated in a handful of well-funded labs, but many scientific breakthroughs — drug discovery, chemistry, materials science, robotics — require domain expertise that lives elsewhere. The company is building autonomous AI systems designed to accelerate AI research itself, enabling researchers and organizations outside the mega-labs to develop frontier models optimized for specialized tasks. The vision sits at the intersection of agentic AI and AI R&D infrastructure: systems that propose experiments, write and run code, interpret results, debug failures, and decide what to try next, all with minimal human intervention.

For infrastructure builders and researchers, Mirendil signals a structural shift in how VCs evaluate frontier AI: team pedigree and research ambition now outweigh product-market fit or revenue. The $200M warrants investment in autonomous research infrastructure before any commercial product ships. NVIDIA's participation also reflects the chip giant's strategy of investing in startups that will drive demand for high-end GPUs. The company plans to release its first model and product in the coming months, though no technical details have been disclosed. If the thesis holds, decentralized AI R&D could become a major category in the next phase of AI infrastructure.

Sources