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# The Funding Firehose, Agents Behaving Badly (Or Not Yet Trusted To), Slow-Moving Diplomacy, Fast-Moving Chips
- URL: https://adjacent.media/scan/2026-09-24-am/
- Published: 2026-09-24T10:09:40.000Z
- Updated: 2026-09-24T10:09:41.000Z
- Description: AI’s capital markets keep printing money regardless of what the models actually do — training-data startups, on-prem hardware plays, and data-security shops all pulled fresh rounds this week. The US-China AI hotline story is moving at government speed: barely.
- Author: Jonathan Greene
- Tags: #scan-am, #scan

AI's capital markets keep printing money regardless of what the models actually do — training-data startups, on-prem hardware plays, and data-security shops all pulled fresh rounds this week. The US-China AI hotline story is moving at government speed: barely.

> **$1.94B** — Cyera's total funding since June 2025, after Goldman led a $400M extension. Data security is one of the best-funded corners of the AI boom. *(WSJ)*

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### Connected World

#### [Training data provider Snorkel AI raises $350M at $3.5B valuation](https://siliconangle.com/2026/09/22/training-data-provider-snorkel-ai-raises-350m-at-3-5b-valuation/?ref=adjacent.media)

Everyone needs labeled data for their models, and Insight Partners just bet big that Snorkel is the shop to supply it. *(SiliconANGLE)*

#### [Cyera raised $400M from Goldman Sachs in a Series G extension](https://www.wsj.com/pro/cybersecurity/cyera-raises-400-million-from-goldman-in-extension-round-0643389c?st=YfcfGj&reflink=desktopwebshare%5Fpermalink&ref=adjacent.media) (paywall)

Goldman writing the check itself signals confidence in AI-era data security, going beyond its typical role of banking the round. *(WSJ)*

#### [Firecrawl, which provides web scraping tools for AI agents, raised a $75M Series B](https://siliconangle.com/2026/09/22/web-scraping-startup-firecrawl-closes-75m-investment/?ref=adjacent.media)

The unglamorous plumbing layer for agentic AI is turning out to be a real business. *(SiliconANGLE)*

#### [Go.AI raised an $85M Series A for on-prem AI hardware for banks](https://www.axios.com/pro/fintech-deals/2026/09/22/go-ai-85m-series-a-bank-ai-appliances?ref=adjacent.media)

Regulated industries still don't trust the cloud with their models — that skepticism is now a funded thesis. *(Axios)*

### Machines & Minds

#### [Six major banks warn agentic commerce chatbots could fuel more fraud](https://gizmodo.com/big-banks-say-theyre-uneasy-about-people-shopping-via-ai-agents-2000815443?ref=adjacent.media)

BofA and Capital One saying the quiet part out loud: letting bots shop unsupervised is a liability nightmare waiting to happen. *(Gizmodo)*

#### [Known Systems AI spins out to make AI agents accountable to their owners](https://siliconangle.com/2026/09/22/known-systems-ai-spins-out-of-identity-digital-to-make-ai-agents-accountable-to-their-owners/?ref=adjacent.media)

A domain registrar building identity infrastructure for agents — because right now nobody can prove who an AI agent is actually acting for. *(SiliconANGLE)*

#### [Rabbit launches OS3, a cloud AI agent that connects to local apps and files](https://www.wired.com/story/rabbit-r1-os3-jesse-lyu/?ref=adjacent.media)

The R1 hardware flopped, so now Rabbit's betting the software layer — Telegram, iMessage, web — can find a life of its own. *(Wired)*

#### [Microsoft disrupts AI-assisted platform that compromised 12,000 accounts](https://arstechnica.com/security/2026/09/microsoft-disrupts-ai-assisted-platform-that-compromised-12000/?ref=adjacent.media)

An AI chatbot running a subscription-based scam ring — the same tooling powering productivity demos is powering fraud shops too. *(Ars Technica)*

### Connected World

#### [A US-China AI hotline won't be ready for a while](https://www.wired.com/story/a-us-china-ai-hotline-wont-be-ready-for-a-while/?ref=adjacent.media)

Trump's distracted by Xi's state visit theater while the actual crisis-management infrastructure sits unbuilt. *(WIRED)*

#### [NADI launches a €40M challenge to accelerate chip design with AI](https://www.reuters.com/business/german-dutch-strategic-innovation-agencies-collaborate-ai-chip-design-2026-09-23/?ref=adjacent.media)

Europe's answer to being squeezed out of the US-China chip race: a joint Dutch-German government sprint. *(Reuters)*