Author: Andrew

Larry Summers resigned from OpenAI’s board after Epstein emails surfaced and Harvard opened a probe. Here’s what it means for governance and buyers.

Adobe is buying Semrush for $1.9B at $12/share. I break down what this means for SEO vs AI answer engines, pricing, data integration, and what teams…

Kaaj raised $3.8M to automate SMB credit with agentic AI, claiming 40x throughput and minutes-long underwriting. Here’s impact, risks, and who should…

Guardio raised $80M, signed Lovable to scan AI‑built sites, and is adding consumer DLP. Buyers should probe accuracy, privacy, and the $100M ARR math.

Onepot exits stealth with $13M, a robot lab, and an AI chemist promising months-to-days synthesis. Here’s what’s real, what’s missing, and how to pilot.

Lovable says it doubled ARR to $200M in 4 months from Stockholm. I break down what changed, how “vibe coding” stacks up to Copilot, and what buyers should…

Target’s ChatGPT shopping app lands in beta next week. Here’s the real impact for retailers—conversion upside, platform risks, and what to do now.

Lambda’s $1.5B raise, days after a multi‑billion Microsoft GPU deal, could shift AI compute supply. Here’s what it means for capacity, pricing, and risk.

A dealer says 10 Monarch tractors couldn’t run autonomously, seeks rescission on a $773k deal. Here’s what this means for ag robotics buyers and dealers…

LPs say venture funds are stretching to 15–20 years, valuations face 80–90% markdowns, and secondaries drive liquidity. Here’s what to do now.