Author: Andrew
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I just saw Einride’s $1.8B SPAC plan—and the 2026 close and revenue math gave me pause
Einride will go public via a $1.8B pre‑money SPAC, targeting H1 2026. Here’s what the proceeds, revenue math, and AV risks mean for shippers and CFOs.
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I just heard Meta’s AI chief may bolt for a world‑model startup—and that could reshape your 2025
FT says Yann LeCun plans to leave Meta to build a world‑model startup. If true, it could dent Meta’s research depth and shift open‑source momentum. Here’s…
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I just saw Wonderful raise $100M for AI agents—here’s what operators should really expect
Wonderful’s $100M Series A signals real momentum for localized AI agents. Here’s why it matters, what’s still risky, and how enterprises should pilot.
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I just saw the EU plan to force a Huawei/ZTE phase‑out—are you ready for the 2026 crunch?
Brussels is shifting from guidance to law on ‘high‑risk’ 5G vendors. The impact on cost, timelines, AI operations, and the concrete steps operators need…
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I just heard Lovable is near 8M users—so why the 40% traffic drop and no ARR?
Lovable says it’s closing in on 8M users and 100k daily builds, with >100% NDR—but analysts flag a 40% traffic drop. Here’s what that means for enterprise…
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I just heard SoftBank and OpenAI’s 50/50 Japan JV is live—why I’m uneasy about the cash loop
SoftBank and OpenAI’s “Crystal Intelligence” JV promises faster AI adoption in Japan—but related‑party cash loops raise valuation and risk flags.
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I just read Accel’s 2025 AI report—Europe’s catching up fast on apps (66%), but there’s a catch
Accel says the U.S. still leads foundation models, but Europe+Israel are closing the app gap. Here’s what changes for moats, budgets, and your 2025…
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I didn’t expect Red Bull’s secret weapon to be 1Password—and it changes their 2026 bet
Red Bull Racing’s new CEO is weaponizing process: 1Password to cut login friction now, Ford to power a risky 2026 engine pivot. Here’s what operators…
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SoftBank just dumped $5.8B of Nvidia—I’m watching the $30B OpenAI and $1T Arizona play
SoftBank sold its entire Nvidia stake near the peak to fund AI bets: $30B to OpenAI and a proposed $1T Arizona hub. Here’s what it means for operators.
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I didn’t expect Uare.ai’s $10.3M pivot—from memorials to monetizable personal AIs
A legacy “memorial AI” just rebranded as Uare.ai and raised $10.3M to sell professional digital twins. Here’s what changed, the risks, and when to pilot.