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Instinct completes a $1 billion Series C funding round at a $10 billion valuation
AI assistant startup Instinct has completed a $1 billion Series C funding round, with investors including Sequoia Capital, Benchmark Capital and Coatue, valuing the company at $10 billion. TechCrunch AI reported on September 28, 2026 that this comes just one month after its previous funding round at a $2.5 billion valuation, and that the company's invite-only service only launched in August 2026. The report said that Instinct completes tasks for users through its own phone numbers and computers, and recently launched a concierge feature that can make calls on users' behalf, as well as a trusted person network that lets different users' agents coordinate plans with each other; it has not yet launched a mobile app, nor disclosed user data, and faces competition from Meta's AI assistant Muse. Huxiu reported on October 3 that founder Noah Shinn is 23 years old, dropped out of undergraduate studies, published the Agent paper Reflexion as first author at NeurIPS, and later joined Sierra as a research scientist; the report also said the company has only 14 full-time employees, users spend an average of more than $1,300 per month through Instinct, but its excessive requests for permissions have sparked privacy controversy.
its own phone numbers and computers, and recently launched a concierge feature that can make calls on users' behalf, as well as a trusted person network that lets different users' agents coordinate plans with each other; it has not yet launched a mobile app, nor disclosed user data, and faces competition from Meta's AI assistant Muse. Huxiu reported on October 3 that founder Noah Shinn is 23 years old, dropped out of undergraduate studies, published the Agent paper Reflexion as first author at N
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360's Tulongfeng achieves a 99.4% success rate and tops the CyberGym vulnerability reproduction evaluation
360 Group's self-developed AI security attack and defense system Tulongfeng topped the CyberGym benchmark test with a 99.4% vulnerability reproduction success rate, competing on the same leaderboard with models and agents from vendors including OpenAI, Anthropic, and Google. The evaluation covers 1,507 tasks, and Tulongfeng's success rates across three independent evaluation rounds were 99.27%, 99.47%, and 99.40%, averaging 99.38%. 360 states that Tulongfeng has discovered more than 15,000 vulnerabilities in total, and more than 500 enterprises have already integrated the system to conduct security testing.
ity attack and defense system Tulongfeng topped the CyberGym benchmark test with a 99.4% vulnerability reproduction success rate, competing on the same leaderboard with models and agents from vendors including OpenAI, Anthropic, and Google. The evaluation covers 1,507 tasks, and Tulongfeng's success rates across three independent evaluation rounds were 99.27%, 99.47%, and 99.40%, averaging 99.38%. 360 states that Tulongfeng has discovered more than 15,000 vulnerabilities in total, and more than
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Amazon releases engineer guidance document, opposing the use of Token consumption as a performance metric
Amazon has released a guidance document for software engineers that explicitly opposes using metrics such as Token consumption and AI tool adoption rates as performance goals, arguing that this would drive up costs and increase system complexity. The document was disclosed by Vice President Terk Terkowitz and introduces the concept of the "Renaissance developer," requiring technical leaders to personally use AI in production work and explain the scenarios in which it is effective and ineffective. Previously, Microsoft Executive Vice President Jay Parikh also asked his team in August to use AI rationally and set the lower-cost GPT-5.6 as the internal default model.
Amazon has released a guidance document for software engineers that explicitly opposes using metrics such as Token consumption and AI tool adoption rates as performance goals, arguing that this would drive up costs and increase system complexity. The document was disclosed by Vice President Terk Terkowitz and introduces the concept of the "Renaissance developer," requiring technical leaders to personally use AI in production work and explain the scenarios in which it is effective and ineffective
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Intel's Q3 2026 Earnings: Data Center and AI Business Revenue Up 78% Year-over-Year
Intel announced its Q3 2026 earnings, with revenue of $16.51 billion, up 21% year-over-year, and non-GAAP net profit of $2.8 billion, up 169% year-over-year. Data Center and AI business revenue was $7.32 billion, up 78% year-over-year, with an operating margin of 41.5%, while Client Computing and Physical AI business revenue was $8.10 billion, down 5% year-over-year, affected by an industry-wide memory shortage. CFO David Zinsner indicated that Q4 non-GAAP gross margin will fall back to 38.0%, and expects overall PC shipments in 2026 to decline by about 12%.
Intel announced its Q3 2026 earnings, with revenue of $16.51 billion, up 21% year-over-year, and non-GAAP net profit of $2.8 billion, up 169% year-over-year. Data Center and AI business revenue was $7.32 billion, up 78% year-over-year, with an operating margin of 41.5%, while Client Computing and Physical AI business revenue was $8.10 billion, down 5% year-over-year, affected by an industry-wide memory shortage. CFO David Zinsner indicated that Q4 non-GAAP gross margin will fall back to 38.0%, a
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Moore Threads' quarterly non-GAAP net profit turns positive for the first time, as domestic GPUs enter the delivery competition stage
Moore Threads' revenue in the third quarter of 2026 was 1.552 billion yuan, up 1773.92% year on year, with non-GAAP net profit attributable to shareholders of 20.0724 million yuan, turning positive on a single-quarter basis for the first time, for a non-GAAP net margin of about 1.29%. Cumulative revenue for the first three quarters was 3.289 billion yuan, non-GAAP net profit attributable to shareholders remained a loss of about 131 million yuan, and net cash flow from operating activities was -3.309 billion yuan. The article also compares the performance of peers such as Cambricon, Hygon Information, and MetaX, noting that the share of inference demand is rising, and that HBM and foundry capacity remain the main constraints on the growth of domestic GPUs.
Moore Threads' revenue in the third quarter of 2026 was 1.552 billion yuan, up 1773.92% year on year, with non-GAAP net profit attributable to shareholders of 20.0724 million yuan, turning positive on a single-quarter basis for the first time, for a non-GAAP net margin of about 1.29%. Cumulative revenue for the first three quarters was 3.289 billion yuan, non-GAAP net profit attributable to shareholders remained a loss of about 131 million yuan, and net cash flow from operating activities was -3
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Mintive Raises $7 Million to Provide Independent Identity and Permission Management for AI Agents
Mintive has completed a new $7 million funding round led by Cowboy Ventures, bringing total funding to $11 million. The company says it currently handles 2.5 million agent calls per day, serves more than 50 paying enterprise customers, and has processed over 200 million cumulative calls in seven months. Its platform assigns each agent an independent identity, scoped permissions, and traceable operation records; underlying service credentials remain within the gateway, agents access tools through short-lived tokens, and administrators can revoke an individual agent's token separately.
Mintive has completed a new $7 million funding round led by Cowboy Ventures, bringing total funding to $11 million. The company says it currently handles 2.5 million agent calls per day, serves more than 50 paying enterprise customers, and has processed over 200 million cumulative calls in seven months. Its platform assigns each agent an independent identity, scoped permissions, and traceable operation records; underlying service credentials remain within the gateway, agents access tools through
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CASBOT completes a funding round in the hundreds of millions of yuan (Series A++), with over 400 million yuan in shoe-making robot orders on hand
CASBOT recently completed a funding round in the hundreds of millions of yuan (Series A++), jointly invested by Zhilai Investment, Yonghua Investment, Maotian Investment, Yuanhe Chenkun, Guoke Kezhi, Luning Investment and others, with the funds used for mass production and delivery of products, research and development of embodied brain technology, and market expansion. The company said that the total value of embodied shoe-making robot orders on hand this year has exceeded 400 million yuan, with equipment production scheduling reaching thousands of units. Its self-developed embodied large model CAS-brain and the lightweight CASBOT PA perception-action model, the latter of which is planned to be open-sourced in the second half of 2027.
CASBOT recently completed a funding round in the hundreds of millions of yuan (Series A++), jointly invested by Zhilai Investment, Yonghua Investment, Maotian Investment, Yuanhe Chenkun, Guoke Kezhi, Luning Investment and others, with the funds used for mass production and delivery of products, research and development of embodied brain technology, and market expansion. The company said that the total value of embodied shoe-making robot orders on hand this year has exceeded 400 million yuan, wit
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Malicious version of Anthropic.claude-code 2.1.313 appears in the Cursor plugin marketplace; official security advisory released
Cursor discovered a maliciously tampered version of Anthropic.claude-code 2.1.313 in the VS Code extension marketplace. This version was not developed by Anthropic and affects at most 5,000 users. The malicious code collects host and user information, attempts to write the attacker's SSH public key and establish a reverse SSH tunnel, but due to permission restrictions this step fails on most macOS and Windows hosts. Cursor has removed the version, rebuilt the marketplace and shut down the attacker's server, and also provided a command to detect the svc-telemetry public key along with cleanup scripts for macOS and Windows.
Cursor discovered a maliciously tampered version of Anthropic.claude-code 2.1.313 in the VS Code extension marketplace. This version was not developed by Anthropic and affects at most 5,000 users. The malicious code collects host and user information, attempts to write the attacker's SSH public key and establish a reverse SSH tunnel, but due to permission restrictions this step fails on most macOS and Windows hosts. Cursor has removed the version, rebuilt the marketplace and shut down the attack
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Microsoft Azure September quarter revenue grew 48% year-over-year
Microsoft announced its fiscal year 2027 first quarter financial results, with Azure revenue growing 48% year-over-year, overall company revenue of 9.23 billion USD, up 19% year-over-year, and net profit growing 32% to 3.66 billion USD. Microsoft said AI infrastructure demand has exceeded available capacity, added 24 data centers this quarter, and expects Azure growth to further accelerate to 49% to 50% (at constant currency) in the December quarter. Capital expenditure this quarter was 4.52 billion USD, and CFO Amy Hood expects capital expenditure of approximately 17 billion USD for calendar year 2026; a few days before the earnings release, Microsoft offered voluntary severance packages to approximately 60,000 employees, about 27% of its 223,000 global employees.
Microsoft announced its fiscal year 2027 first quarter financial results, with Azure revenue growing 48% year-over-year, overall company revenue of 9.23 billion USD, up 19% year-over-year, and net profit growing 32% to 3.66 billion USD. Microsoft said AI infrastructure demand has exceeded available capacity, added 24 data centers this quarter, and expects Azure growth to further accelerate to 49% to 50% (at constant currency) in the December quarter. Capital expenditure this quarter was 4.52 bil
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