Premium Drop$51.5M · AI/Robotics + Trajectory
2 startups with founder intel, hiring signals, and outreach playbooks.
Trajectory
trajectory.ai · San Francisco, CA · Continual-learning platform that customizes open-source models and optimizes AI agent 'harnesses'
What they're building
A software platform that automates customization of open-source models and optimizes the programmatic 'harnesses' agents use for tools/actions. Proprietary SDPO (self-distillation policy optimization) ingests human-in-the-loop corrections to update agent decision paths; also open-sourced 'Continuous LoRA' framework that halves training time via concurrent jobs.
Why this matters
Malde reportedly left ~$2B in unvested Google equity to start Trajectory; his thesis (every product becomes a 'living system' improving with every user interaction) parallels Satya Nadella's 'token capital' argument. Sequoia leading a back-to-back round nine weeks after seed, with NVIDIA strategic participation, signals scarcity-priced bet on continual learning as core AI infrastructure.