Stripe withheld the price. The FT reported around $8B for a company valued at $1.3B months earlier. Nobody pays that multiple for routing.
Cuban compares the AI buildout to the 1990s fiber glut. Alphabet's free cash flow already went negative. What that changes for companies buying AI.
Google won a bankruptcy auction for Spirit Airlines' emails, Teams chats and source code. Then the flight attendants' union stopped the sale cold.
NVIDIA backstopped up to $105B of OpenAI's Ohio lease. It only pays if OpenAI fails, and it terminates the moment OpenAI earns a credit rating.
Airtable grew past $480M ARR at 20% and still sold for $1.285B cash against an $11B mark. Picking a vendor means picking its next owner too.
A KDD 2026 paper says mid-tier models punish twice as hard as humans. The curve rests on 10 models and a correlation that misses conventional significance.
Private equity can't own a law firm. So it buys the MSO instead: the brand, the billing systems, the case data, the AI licenses. Then it rents them back.
Anthropic signed the EU AI Act Article 50(2) code. Claude's invisible watermark proves the text was processed, not authored. That gap is your problem.
Fish Audio opened its weights and charges $0.05 a minute against $0.18. ElevenLabs still went from $350M to over $500M ARR. Where the moat actually moved.
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