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Whether developed by OpenAI or Anthropic or built on open source alternatives, current AI models share a critical limitation: They don’t learn from their mistakes without further training. Businesses adapting these models for specialized fields, such as law and finance, typically get around this by fine-tuning general models. However, that often requires hiring internal research teams or relying on expensive consultants, commonly known as forward-deployed engineers (FDEs). Trajectory, a startup founded about a year ago by three Stanford classmates with experience at Google DeepMind and Apple, wants to automate that process, allowing AI models to learn from feedback and continuously improve at specialized tasks. The 18-person company just announced that it raised $45 million in a Series A round at a $300 million valuation, led by Sequoia, with participation from Nvidia, Bessemer Venture Partners, and Bain Capital Ventures. Trajectory co-founder Ronak Malde compared foundational models to a very smart PhD student who’s always starting a new job. “But what the economy values is someone who worked on the job for 30 years,” he told TechCrunch. The startup aims to solve this problem through an approach known as continual learning. Businesses using Trajectory can start with an open source AI model and connect the platform to their applications, allowing it to collect feedback on how the model performs. Trajectory then uses that information to retrain the model, helping it improve at specialized tasks over time. With Trajectory, lawyers, doctors, and other specialists can improve the models near automatically themselves, Malde said. That capability could make deploying specialized AI faster and cheaper. Companies like Harvey and Rogo are already using Trajectory’s platform to post-train open source models, helping them perform more like experienced lawyers or financial analysts by learning from previous tasks, such as reviewing a particular type of legal contract or valuing a company using a specific methodology. Trajectory’s other customers include Decagon, Mercor, and Nvidia. The startup is now making its post-training platform publicly available. The people using Trajectory decide “what good looks like for their organization and can turn that into improvements for their model,” Malde said. Trajectory’s approach to continual learning shares some similarities with recursive self-improvement (RSI), the idea that AI systems can improve their own capabilities. But co-founder Michael Elabd argues that keeping humans involved in the training process makes Trajectory’s approach safer, since autonomous self-improvement could lead to unintended or even dangerous outcomes. Trajectory isn’t the only startup trying to automate post-training. Other companies going after this market include Thinking Machines Lab, founded by former OpenAI CTO Mira Murati and the company behind the fine-tuning platform Tinker, Applied Compute, which was valued at $3.25 billion last month, andPrime Intellect, a platform that helps companies build and train their own AI agents. Malde believes the startup’s biggest advantage isits team. He was among the handful of researchers Google DeepMind acqui-hired from Windsurf. Elabd also worked at DeepMind, while Trajectory’s third co-founder, Arjun Karanam, previously worked on generative foundation models at Apple. The startup has also recruited researchers and product designers from OpenAI, Stripe, and Netflix. Why does design matter so much to a company focused on AI training? Karanam says the startup has developed an interface that makes post-training more accessible to its nontechnical customers.
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Y Combinator CEO Garry Tan has, in the past,jokingly admittedthat he’s suffered from “cyber psychosis” and sometimes barely sleeps because he’s so excited to be working with his AI agents. On a new episode of Walter Isaacson’s podcastThe Builders, set to publish on Tuesday, Tan put a price tag on his passion. “I spend about maybe $100[,000] to $200,000 a year on tokens,” he told Isaacson. He uses agents for countless work projects and coding tasks and has freely shared his set of 23 Claude Code skills,called gstack, on GitHub — an effort to help teach others what agents can do, he said. On the one hand, he uses his agent the way many people use AI: to help him research Isaacson’s podcast and prep for the kinds of questions he might be asked. On the other, his agent also helps him run his life. “It’s read all of my email and all of my Dropbox. It’s read, like, all of my Apple Notes, even my therapy notes going back 20 years,” he said. He describes using AI agents as getting help with “almost anything that you do in your day-to-day life, and for it to do it somewhat more autonomously. Think of it as a Jiminy Cricket on your shoulder at all times. Like, almost anything you want to do, it knows you, and it’s there to help. And it will actually sort of run ahead and say, ‘What about this?’ Or it’ll help you see around corners.” As an early OpenClaw adopter who is now a power user, Tan says one thing he’s learned is not to treat AI agents like traditional software. Some people are so worried about “repeatability and safety that they actually trade off all of the beautiful parts of working with an AI agent, which basically can be so similar to a human,” he said. For instance, Y Combinator is also using an agent that is “rebuilding the way we operate at YC,” he said. “We now have an internal AI agent, for instance, named Stray Light that kind of has a personality, and then it has a company brain. Like it actually has the total context of every founder we’ve ever backed, anyone who’s ever emailed us, like all the applications.” Tan, who is, naturally, an avid lover of technology (as anyone running Silicon Valley’s famed startup accelerator would be), believes personal AI agents will eventually become mainstream, if one major problem is solved: Costs have got to come down. “It’s too expensive right now,” he said, adding that he knows the amount of money he spends on AI agents is “a crazy privilege that not everyone can do.” But freebie agents controlled by Big Tech maybe aren’t the answer, either. When discussing the future he’d like tech to build, and how Meta as a social media company has impacted us, he said, “This is a huge company that controls the algorithm, and we all wish that they didn’t at some level,” he said. “So you could imagine a personal AI that you control, that you program.”

Apple’s services business remains at record levels, but it’s facinggrowing pressure. The central part of that business, Apple’s App Store, has faced regulatory pressure and a slump in mobile gaming, which havehurt services growth. However, on Monday’s earnings call, Apple signaled that it may look to boost services revenue through third-party apps. What does that mean, exactly? Unfortunately, it’s not entirely clear. When discussing how AI could potentially “contribute to revenue growth over time,” Kevan Parekh, Apple’s chief financial officer, said: “On the product side, you know, we feel AI offers a compelling reason for customers to upgrade and switch in order to get the latest capabilities, and we also feel there’s opportunities across third-party apps and partnerships as well as first-party opportunities.” Parekh did not elaborate on what sorts of opportunities might be available via third-party apps. However,Reuters reportedMonday that investors are wondering whether Apple could profit by distributing third-party AI agents through the App Store and taking a cut of the revenue they generate. Regulatory and legal changes have cut into App Store commission revenue in some markets, even as Apple’s services business as a whole continues to grow. Third-party estimates in August, for example, suggested the company had seenan 18% dropin U.S. commission revenue, with declines also in Brazil and Japan after those countries introduced new regulations. Apple has traditionally controlled payments within its app marketplace tightly, taking a cut of all App Store transactions. But alawsuit by Epic Gamesultimately forced the company to allow apps to redirect users to outside payment systems. Other legal challengesthroughout the worldhave further hampered the business. During the earnings call, Parekh referenced Apple’s App Store woes and returned to the idea that the company’s service business could expand into new territory. “We’ve also seen some factors that impacted the performance of the App Store, and during the September quarter, the performance on the App Store was similar to the prior year, and we had a record number of paid subscriptions with double-digit growth for third-party apps on the App Store,” Parekh said. “At the same time, we did see some headwinds in mobile gaming that we’ve talked about before, and expect to see those continue into the summer quarter.” Parekh added: “As we move ahead, we expect services growth to to be between 8 to 9% [in the December quarter]. This outlook contemplates our best estimates on sequential headwinds, primarily from third-party licensing and the additional half percentage point of foreign exchange I just mentioned.” TechCrunch has reached out to Apple for more information and will update this story if it responds.

Google has launched itsexperimental AI app Dreambeansin India, its first market outside the U.S., as the company looks to tap the world’s second-largest internet market to bring personalized visual stories drawn from users’ digital activity to a broader audience. On Monday, Google expanded Dreambeans, available on Android and iOS, to India with support for 13 local languages, including Hindi, Punjabi, Tamil, Telugu, and Bengali, alongside English. The launch comes less than two months after Google made the appavailable to all eligible U.S. usersaged 18 and older. Introducedin June, Google’s Dreambeans uses information from connected Google services, including Calendar, Gemini, Gmail, Photos, Search, and YouTube, to proactively generate personalized, illustrated stories about users’ interests and everyday lives, without requiring them to enter a prompt. The app initially featured static, AI-generated illustrations, but Google recently added a feature that uses its Veo video-generation model to even animate images in select stories. Google said it chose India as Dreambeans’ first international market because of strong interest from Indian users seeking access to the app and the widespread use of its services in the country. India stood out for its high overlap of users across Gemini, Gmail, and Google Photos, Google product manager Gozde Oznur said during a press briefing. Dreambeans has recorded nearly 55,000 downloads in the U.S. since its June debut, according to estimates from market intelligence firm Sensor Tower shared with TechCrunch. About 63% of those downloads came in September, when Google opened the app to all eligible U.S. users aged 18 and older. However, downloads dropped 84% month over month to about 5,500 in October. In the first 30 days after Google opened Dreambeans to all eligible U.S. users, the app recorded an estimated 29,000 downloads, compared with 7.4 million for Meta’s Muse, 2.8 million for ChatGPT, 362,000 for Grok Bot, and 155,000 for Claude during their respective first 30 days after launch, Sensor Tower estimates show. However, unlike those general-purpose AI apps, Dreambeans focuses on generating personalized stories instead of responding to a broad range of user queries. Even though Dreambeans supports many widely spoken Indian languages, users can select only one language at a time for their generated stories. The app can draw on information across Google services in multiple languages, but it cannot currently generate stories that mix languages, Oznur said during the briefing. That could limit Dreambeans’ appeal in India, where many people regularly switch between languages, including Hindi and English, often mixing the two in what is commonly known as Hinglish. Dreambeans’ dependence on information from users’ Google accounts also raises questions about privacy and data access. The app usesGoogle’s Personal Intelligence technologyto draw on connected services and personalize its AI-generated stories. Those services can contain sensitive personal information that some users may not want to share with an AI app just to receive personalized content. Users can choose which Google services to connect to Dreambeans and disconnect them at any time, Oznur said. They can also delete their Dreambeans data from within the app. Moreover, Oznur asserted that information deleted from the underlying connected services is also removed from Dreambeans’ personalization system. Users, Oznur said, can tell Dreambeans to avoid certain subjects, including business-related information, and the app will try to adjust its stories accordingly. She added that Dreambeans is available only to personal Gmail account holders, not enterprise users, and that generated stories are visible only to the account holder. Dreambeans’ proactive approach also carries the risk of surfacing memories that users may find upsetting. Oznur acknowledged that Dreambeans could generate stories involving people who have died, for instance. She said users can tell the app to stop showing certain subjects, comparing the feature to controls in Google Photos that let users limit which memories appear. Oznur told reporters that Google is exploring ways to make Dreambeans more actionable, moving beyond personalized stories and recommendations to help users act on the app’s suggestions.

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Anthropic attributed the latest quarter’s operating loss of $567 million, partly to its reliance on short-term computing capacity.
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