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#Industry news#Embodied AI
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Daytona, which provides cloud infrastructure for AI agents, has raised a $60 million Series B at a $1 billion valuation, bringing its total funding to $91 million, with FirstMark leading the round. Its platform provides agents with isolated Linux, Windows, and macOS compute environments through a single API, supports pausing, resuming, and continuing exploration of tasks, and its customers include Anthropic, OpenAI, NVIDIA, Cursor, and Cognition. The company says its revenue run rate grew 25x from January to September, and the new funds will be used to expand its agent cloud platform, scale compute capacity, and hire in San Francisco, Croatia, and Singapore.
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#Industry news#OpenAI
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#Safety / alignment#Agents#Meta
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Salesforce announced it will acquire marketing automation company Braze for $5.66 billion in cash, or $47.5 per share, a premium of about 58% over Braze's previous closing price. Braze's revenue grew 26% year over year last quarter to $227.2 million; its platform aggregates customer data through more than 190 prebuilt connectors and offers BrazeAI to automatically generate marketing materials and Agentic Standards to set constraints for AI-generated campaigns. Salesforce plans to use its technology to enhance Marketing Cloud's cross-channel personalization capabilities, and the deal is expected to close in its fiscal year 2028.
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The Information, citing people familiar with the matter, reported that OpenAI CEO Sam Altman last week internally proposed three AI safety paths: establishing a regulatory body modeled on the International Atomic Energy Agency (IAEA), a lab merger plan known as the Demis Plan, and a single-developer compute monopoly plan known as the Eliezer Plan. Altman also complained that there are too few speed-limit proposals for AI development, while noting that OpenAI cannot afford to fall behind in the competition, and plans to decide on an IPO path within a year. The United States currently relies on voluntary pre-review of new models, and in June imposed export controls on Anthropic on the grounds that the Fable model posed a jailbreak risk.
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Meta's AI assistant Muse reached 10.2 million US downloads 40 days after launch and 10.9 million cumulative downloads worldwide, becoming only the 12th app to hit this milestone. Sensor Tower data shows that in October Meta allocated 39% of its ad budget to promoting Muse; its US 7-day retention rate was 30% and its 14-day retention rate was 23%, above the competitor averages of 19% and 16%. On October 16, Muse's daily active users reached 2.5 million for the first time; the app is currently available only in the US and Canada.
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