Category: News
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I didn’t expect Adobe to pay $1.9B for Semrush—here’s the real play and the budget risk you can’t
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…
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I just saw Kaaj promise 40x underwriting with AI agents—here’s what’s real
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…
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I just saw Guardio raise $80M to police AI‑built sites—and one detail made me pause
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.
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I just heard Onepot raised $13M to ship custom molecules in days—here’s what buyers should demand
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.
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I just saw Lovable hit $200M ARR from Europe—and there’s one number I can’t ignore
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…
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I just saw Target put checkout inside ChatGPT—big baskets, bigger platform risk
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.
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I just saw Monarch Tractor sued over “driver-optional” claims—here’s why the $773k detail worries me
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…
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Lambda just raised $1.5B after Microsoft’s GPU buy — I’m not convinced it cuts prices
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.
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I just heard LPs now model 18‑year VC funds—and the secondaries math is brutal
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.
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I just saw Toyota pour $912M into U.S. hybrids—here’s the real playbook
Toyota is putting $912M into five U.S. plants to scale hybrids fast. Here’s what shifts for fleets, suppliers, and rivals—and the risks I’m watching.