Something structurally unusual is happening in AI startup financing in 2025. Founders and early investors are watching the same equity being valued at dramatically different prices depending on who the
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When the news broke that Accenture had acquired the companies behind Downdetector and Speedtest (Ookla) for $1.2 billion, the initial reaction from many observers was confusion. Why is a management
The solid-state battery has been the “five years away” technology in electric vehicles for close to two decades. Every few years, a new research group or startup announces a breakthrough
Two things are true simultaneously about Google’s current smartphone moment. The Pixel 10 has achieved a level of Android phone quality that places it at the top of the category
There is a version of this story that is surprising. Meta, facing a genuine ethical question about a product’s potential harms, opts to launch anyway. The product generates revenue. The
The Silicon Valley founder mythology has always celebrated concentrated vision and strong founder control. Steve Jobs returning to Apple and making unilateral product decisions. Jeff Bezos resisting Wall Street pressure
Every meaningful technology transition in enterprise computing has produced a winner at the platform layer that captures disproportionate value across the entire ecosystem. Microsoft won the desktop layer. Salesforce won
You spent time creating it. You built the audience that watches it. And now Instagram and TikTok are using your content to sell advertising to brands that are not paying
Numbers like 295% tend to get attention. When app uninstall data showed that ChatGPT deletions surged by nearly three times their normal rate in the period immediately following OpenAI’s announcement
Elon Musk has never made a secret of his reservations about taking SpaceX public. In his own words, he has been hesitant to foist being public on SpaceX given the
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