Tech
This Week in AI: OpenAI is stretched thin
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After a brief hiatus, we’re back with a few show notes on OpenAI’s DevDay.
The keynote yesterday morning in San Francisco was remarkable for its subdued tone — a contrast to the rah-rah, hypebeast-y address from CEO Sam Altman last year. This DevDay, Altman didn’t bound up onstage to pitch shiny new projects. He didn’t even make an appearance; head of platform product Olivier Godement emceed.
On the agenda for this first of several OpenAI DevDays — the next is in London this month, followed by the last in Singapore in November — were quality-of-life improvements. OpenAI released a real-time voice API, as well as vision fine-tuning, which allows developers to customize its GPT-4o model using images. And the company launched model distillation, which takes a large AI model like GPT-4o and uses it to fine-tune a smaller model.
The event’s narrow focus wasn’t unanticipated. OpenAI tempered expectations this summer, saying DevDay would focus on educating devs, not showcasing products. Nevertheless, what was omitted from Tuesday’s tight, 60-minute keynote raised questions about the progress — and status — of OpenAI’s countless AI endeavors.
We didn’t hear about what might succeed OpenAI’s nearly year-old image generator, DALL-E 3, nor did we get an update on the limited preview for Voice Engine, the company’s voice-cloning tool. There’s no launch timeline yet for OpenAI’s video generator, Sora, and mum’s the word on Media Manager, the app the company says it’s developing to let creators control how their content is used in model training.
When reached for comment, an OpenAI spokesperson told TechCrunch that OpenAI is “slowly rolling out the [Voice Engine] preview to more trusted partners” and that Media Manager is “still in development.”
But it seems clear OpenAI is stretched thin — and has been for some time.
According to recent reporting by The Wall Street Journal, the company’s teams working on GPT-4o were only given nine days to conduct safety assessments. Fortune reports that many OpenAI staff thought that o1, the company’s first “reasoning” model, wasn’t ready to be unveiled.
As it barrels toward a funding round that could bring in up to $6.5 billion, OpenAI has its fingers in many underbaked pies. DALL-3 underperforms image generators like Flux in many qualitative tests; Sora is reportedly so slow to generate footage that OpenAI is revamping the model; and OpenAI continues to delay the rollout of the revenue-sharing program for its bot marketplace, the GPT Store, that it initially pegged for the first quarter of this year.
I’m not surprised that OpenAI now finds itself beset with staff burnout and executive departures. When you try to be a jack-of-all-trades, you end up being a master of none — and pleasing nobody.
News
AI bill vetoed: California governor Gavin Newsom vetoed SB 1047, a high-profile bill that would’ve regulated the development of AI in the state. In a statement, Newsom called the bill “well-intentioned” but “[not] the best approach” to protecting the public from AI’s dangers.
AI bills passed: Newsom did sign other AI regulations into law — including bills dealing with AI training data disclosures, deepfake nudes, and more.
Y Combinator criticized: Startup accelerator Y Combinator is being criticized after it backed an AI venture, PearAI, whose founders admitted they basically cloned an open source project called Continue.
Copilot gets upgraded: Microsoft’s AI-powered Copilot assistant got a makeover on Tuesday. It can now read your screen, think deeply, and speak aloud to you, among other tricks.
OpenAI co-founder joins Anthropic: Durk Kingma, one of the lesser-known co-founders of OpenAI, this week announced he’ll be joining Anthropic. It’s unclear what he’ll be working on, however.
Training AI on customers’ photos: Meta’s AI-powered Ray-Bans have a camera on the front for various AR features. But it could turn out to be a privacy issue — the company won’t say whether it plans to train models on images from users.
Raspberry Pi’s AI camera: Raspberry Pi, the company that sells tiny, cheap, single-board computers, has released the Raspberry Pi AI Camera, an add-on with onboard AI processing.
Research paper of the week
AI coding platforms have nabbed millions of users and attracted hundreds of millions of dollars from VCs. But are they delivering on their promises to boost productivity?
Maybe not, according to a new analysis from Uplevel, an engineering analytics firm. Uplevel compared data from about 800 of its developer customers — some of whom reported using GitHub’s AI coding tool, Copilot, and some of whom didn’t. Uplevel found that devs relying on Copilot introduced 41% more bugs and weren’t any less susceptible to burnout than those who didn’t use the tool.
Developers have shown enthusiasm for AI-powered assistive coding tools despite concerns pertaining not only to security but also copyright infringement and privacy. The vast majority of devs responding to GitHub’s latest poll said they’ve embraced AI tools in some form. Businesses are bullish too — Microsoft reported in April that Copilot had over 50,000 enterprise customers.
Model of the week
Liquid AI, an MIT spinoff, this week announced its first series of generative AI models: Liquid Foundation Models, or LFMs for short.
“So what?” you might ask. Models are a commodity — new ones are released practically every day. Well, LFMs use a novel model architecture and notch competitive scores on a range of industry benchmarks.
Most models are what’s known as a transformer. Proposed by a team of Google researchers back in 2017, the transformer has become the dominant generative AI model architecture by far. Transformers underpin Sora and the newest version of Stable Diffusion, as well as text-generating models like Anthropic’s Claude and Google’s Gemini.
But transformers have limitations. In particular, they’re not very efficient at processing and analyzing vast amounts of data.
Liquid claims its LFMs have a reduced memory footprint compared to transformer architectures, allowing them to take in larger amounts of data on the same hardware. “By efficiently compressing inputs, LFMs can process longer sequences [of data],” the company wrote in a blog post.
Liquid’s LFMs are available on a number of cloud platforms, and the team plans to continue refining the architecture with future releases.
Grab bag
If you blinked, you probably missed it: An AI company filed to go public this week.
Called Cerebras, the San Francisco-based startup develops hardware to run and train AI models, and it competes directly with Nvidia.
So how does Cerebras hope to compete against the chip giant, which commanded between 70% and 95% of the AI chip segment as of July? On performance, says Cerebras. The company claims that its flagship AI chip, which it both sells direct and offers as a service via its cloud, can outcompete Nvidia’s hardware.
But Cerebras has yet to translate this claimed performance advantage into profits. The firm had a net loss of $66.6 million in the first half of 2024, per filings with the SEC. And for last year, Cerebras reported a net loss of $127.2 million on revenue of $78.7 million.
Cerebras could seek to raise up to $1 billion through the IPO, according to Bloomberg. To date, the company has raised $715 million in venture capital and was valued at over $4 billion three years ago.
Tech
Gritt exits stealth with $32 million for robots to build solar plants — then, everything else
One of the most important things happening on Earth today is the solar energy build-out. Around the world, companies and countries are racing to deploy solar and batteries to achieve energy independence and limit the effects of climate change.
That build-out, though, is running into a labor market challenge, with a limited supply of workers to meet a growing demand for installation. Robots could be an answer, but industrial robots have historically struggled in unstructured environments, at least until now. The latest generation of AI models may have changed that equation.
That’s the driving idea behind Gritt, a startup founded by two Carnegie Mellon-trained roboticists, CEO Puneet Puri and CTO Vishal Dugar. The company exited stealth Tuesday morning with a $26 million Series A round of funding led by Obvious Ventures, with participation from Union Square Ventures and Active Impact Investment. That brings its total funding to $32 million, following an earlier seed round backed by First Round Capital, Climactic, Congruent Ventures, and VSC Ventures. The startup is building an intelligent system to “help civilization build infrastructure faster,” in Puri’s words.
“Our thesis is that if we truly want to speed up construction,” Puri tells TechCrunch, “you need an intelligence which can work in the outdoor, chaotic environments of these construction sites, and it has to be generalizable enough that it can work in these varied environments.”
Rather than building its own robots from scratch, Gritt uses off-the-shelf hardware — thus far, rented skidders and robotic arms built by companies like Kawasaki — to build platforms that are controlled by its AI models. The first job its systems handle is unloading large, glass solar panels, carrying them toward the metal frames where they need to be installed, and positioning them on the frames with sub-millimeter accuracy so workers can fasten them.
“There are people who used to build rockets that went into space and had infinite budget for the smallest little part, and then there are people who know what it means to get into dirty, dull, and dangerous jobs and scale them like mad,” said Andrew Beebe, the partner at Obvious Ventures who led Gritt’s Series A round. “These guys are in the second camp, and that’s a special kind of entrepreneur that has the technical chops, the AI, and the machine vision skills to make it work.”
Gritt has two systems currently deployed in the field, using the data they collect to improve their behavior. Puri says that a typical eight-person crew can install 800 panels a day, but the same crew working with Gritt’s systems can install 3,000 to 4,000 panels each day.
Now, the company says it is contracted to help install 2.8 gigawatts of solar panels in the next 18 months, and that its customers include three of the top 10 U.S. power construction companies. The company hopes to be operating 48 of its systems within the next six months.
TechCrunch spoke to one Gritt customer who declined to be identified for competitive reasons, but who was enthusiastic about the system’s ability to improve his work. He expects it to be easier to work at remote sites where it is difficult to attract workers, and anticipates a reduction in injuries since workers won’t have to repeatedly lift 100-pound panels overhead.
Gritt is competing against companies with their own panel-installing robots like Luminous Robotics, Cosmic, and China’s Trinabot. Those companies are building their own hardware, rather than focusing on off-the-shelf vehicles and arms like Gritt, a difference that could shape who grows faster and with a leaner cost structure as demand grows.
Gritt wants to add new manipulation tasks to its system so it can fasten the solar panels, drill posts, and even build the racks they sit on. Longer term, it also wants to move into other common, labor-intensive construction tasks, like tying rebar before concrete is poured over it.
What’s enabled the startup to pursue this vision? Mainly, the rise of new AI models, the founders say.
“Making a system for one solution was still possible to some extent five years ago, right?” Puri said, but AI is now making that work generalizable — the same underlying pipeline can be reused and improve across tasks. As an example, he noted that training the system to stack cinder blocks took weeks, while a similar demo with rebar tying took just a day using the same software.
But training new tasks is just the beginning of Gritt’s vision. The founders believe the suite of sensors and intelligence its systems bring to worksites can do more than install panels; it can boost management and decision-making. For instance, they imagine their system noticing a trench is open while a storm approaches, allowing it to alert workers to cover it before rain damages components, or flagging missing inventory.
“Gritt becomes now this layer of physical AI, which is doing this dextrous, labor-intensive task, plus it can help you take decisions on the site,” Puri said.
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Tech
Bluecore Energy raises $10M to build portable nuclear reactors on barges
Maritime nuclear energy startup Bluecore Energy on Tuesday said it had raised $10 million in a pre-seed funding round that was led by Slauson & Co.
Founded seven months ago by Kofi Asante, who previously worked with Uber Freight, Bluecore is building small nuclear reactors (SMRs) on floating barges with an aim to provide clean power to ports and nearby infrastructure. The reactors heat water and transfer the resulting steam into a generator, which then spins a turbine to generate electricity, Asante explained. The system is water-cooled in a closed-loop.
The energy expected to be produced on Bluecore’s barges can be moved by ship to its next location, reducing the emission involved in its transport to zero, Asante claims. Plus, he said the entire system behind the nuclear power plant only needs to be refueled once every few years.
Bluecore’s barges can also be docked near communities, and can connect to the power grid via subsea cables. The goal is to try to power the “equivalent of approximately 15,000 homes or scale to meet the power needs of a major port,” he told TechCrunch.
“We are able to utilize existing water-cooled nuclear technology that has been operating for over 70 years,” he said. “With a production line of small modular reactors that can be rapidly deployed on water, there is a pathway to provide clean energy to the majority of the country.”
Bluecore will be using the fresh capital to deploy its product. It has already secured a port terminal, barge, and test reactor pressure vessel, Asante said. “The test vessel allows us to simulate flow with water, which is the cooling source of the system. We are combining hardware with software testing to validate and verify the foundation of our design,” he added.
The startup is working with regulatory agencies to “embed the safest design decision” into its first product. Asante said the startup is building many layers of “safety and redundancy,” like having the uranium clad and protected in a thick steel pressure vessel and then padded with concrete shielding and steel lining.
Asante is hoping Bluecore may be able to help with the increasing power demand sparked by the ongoing data center buildout. “AI data center execs have shared with me that they would not need to pull water or energy from communities around them if they are able to receive their own source of electricity and have access to water that is provided at sea,” he said.
Other investors in the round include Harlem Capital, Precursor Ventures, Ripple co-founder Chris Larsen, and actor Kevin Hart’s HartBeat Ventures, as well as a few angel investors.
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Tech
Music streamer Deezer says more than 50% of daily uploads are AI-generated
Music streaming company Deezer has been tracking the number of AI-generated tracks uploaded on the platform since last year, and the number has constantly gone up. Today, the company said that AI music now represents more than 50% of downloads.
Deezer said that AI-generated track uploads were at a peak in June 2026, representing a monthly average of 90,000 tracks per day.
The rapid rise of AI-generated music has forced streaming services to decide how much of it they want on their own platforms. There is no single consensus yet on that front. Some take strict steps, like Bandcamp banning such tracks or Tidal cutting off monetization. Meanwhile, Apple Music has a voluntary AI-tagging system, and Spotify developed its own policy about how much AI was used in music-making.
Deezer’s latest move on this front will involve taking down AI-generated tracks that haven’t been streamed in the past six months or are involved in fraudulent streams to drive up revenue.
“Deezer has been at the frontline of fighting fraud and reducing payment dilution related to AI music for almost two years. Now that half of all daily uploads are AI-generated tracks, we are taking additional steps to safeguard the rights of artists and songwriters, while maintaining focus on music that fans actually love,” Deezer CEO Alexis Lanternier said in a statement.
The streamer first released stats around AI music uploads in January 2025, when the daily upload volume was around 10,000 tracks, or 10% of daily uploads. The number grew to 20,000 tracks, or 18% of daily uploads, in April 2025. It then climbed to 30,000 tracks, representing 28% of daily uploads in September 2025, followed by 50,000 daily uploads, or 34% of daily uploads, in November 2025.
This year, it grew again to 60,000 tracks, or 39% of daily uploads, in January 2026. As of April 2026, the figure reached 75,000 tracks, or 44% of daily uploads.
Deezer started labeling AI music on its platform last year, and said that its detection tech can also identify tracks generated with models from Suno and Udio, AI-music startups that are embroiled in copyright lawsuits. Earlier this year, Deezer made its detection tech available to other platforms, but it’s not clear if any of the major platforms are using the tool just yet. Last month, it also released a tool that can sift through Apple Music and Spotify playlists for AI-generated tracks.
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