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Originally published 2026-09-11

Who raised, who shipped, who's hiring: Silicon Valley AI, week of September 7

Six raises, three launches, seven open sales seats, two moves

AI 20/20 | THE SCOREBOARD | WEEK OF SEPTEMBER 7, 2026

Image from the 2026-09-11 AI 20/20 issue

Happy Friday. Welcome to the first Scoreboard: four lists of what actually happened in Silicon Valley AI this week, with names and sources, read for what an operator can use. If your company should be on next week's list, the reply line at the bottom is how it gets there.

RAISED

  1. Cognition, $2 billion Series E at a $48 billion valuation, led by Andreessen Horowitz and Accel. Run-rate revenue went from $492 million in May to nearly $900 million. Makes the Devin coding agent. Reuters, September 8

  2. Harvey, $550 million co-led by Lightspeed and Diffusion at a $15.6 billion valuation, with ARR past $400 million and more than 3,000 customers. Legal AI. Bloomberg, September 9

  3. Ayar Labs, an extra $150 million on its Series E, bringing the round to $650 million. Optical links that replace copper between AI chips. SiliconANGLE, September 10

  4. AIR, $50 million across two seed rounds led by Sequoia and Greenoaks. Watches the plug-ins and connectors AI agents use to touch company systems. The AI Insider, September 7

  5. NavigateAI, Eric Wu's construction copilot, $25 million seed led by Elad Gil with Lennar in the round. Newer contracts take a share of the savings. TechCrunch, September 7

  6. VideoGen, $3.3 million seed with Y Combinator in the round, after passing 5 million users. AI video, started on $30,000 of the founders' internship savings. GlobeNewswire, September 8

LAUNCHED

  1. OpenAI's Agents API, September 10. The harness behind Codex, now open to every developer in public beta, with no fee beyond tokens and tools. Data stays in the US for now. OpenAI

  2. Meta Muse, September 8. A personal agent that runs in its own virtual machine and handles email, travel and shopping. Free tier, plus $20 and $100 monthly plans. Axios

  3. Intuit put QuickBooks and Mailchimp inside Perplexity's assistant for US businesses. Chase an overdue invoice from a chat window. The Paypers, September 7

HIRING

Open sales and go-to-market seats at Bay Area companies selling AI into ordinary businesses, as listed on September 11. Forward this to the person who should have one.

  1. Cranston AI, Founding Account Executive, San Francisco. AI tax and accounting work for CPA firms. YC listing

  2. Resiquant (a Pear VC company), Founding GTM, San Francisco. AI underwriting for property insurance. Posted September 1

  3. Champ AI, Founding Account Executive, San Francisco, on site, selling to operators in healthcare, logistics and payroll services. Listing

  4. Feathery, Enterprise Account Executive, Insurance, remote in the US. Wellfound

  5. Brain Co., Head of Insurance, the GTM lead for its insurance accounts, remote or hybrid, San Francisco preferred. Built In SF

  6. ARCH, Founding Account Executive, San Francisco. AI for home services contractors. Ashby

  7. EliseAI, Enterprise Account Executive, Housing, San Francisco. Built In

MOVED

  1. Salesforce closed its $3.6 billion Fin acquisition on September 10 and is in talks to buy San Francisco's Listen Labs for about $2 billion, per Business Insider. Tech Times, September 10

  2. Anthropic walked away from a roughly $6 billion Decart deal after due diligence, per Bloomberg; the two may still work together. The Next Web, September 8

THE QUESTION BACK

Reply with the company that should be on next week's list, yours included, and the list it belongs on. The replies decide what gets written next.

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