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Salesforce CEO: it will build the system for nothing and take a share of the outcome
10 insights: Why the $26B Slack deal is the greatest acquisition in software history, the search fix that cut SharkNinja's dead ends from 22% to zero…
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Clari CEO: at least one stalled AI startup a day comes looking for a buyer
12 arguments: Why he says the SaaS-is-dead selloff was a buying opportunity, what actually kills an acquisition, and the three things he runs a…
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Tim Sanders: 50% of B2B software buyers now open a chatbot before Google
23 insights: Why 41% of an AI purchase recommendation rides on third-party lists, what the validation layer does at inference, and why he expects SaaS…
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Wade Foster: pausing Zapier for a week took daily AI use from 10% to over 50%
11 takeaways: Why 10x individuals don't add up to a 10x company, the case against being a one-model shop, and why he converts AI agents into fixed code
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Phin Barnes: mega VC firms are index funds whose partners work to deployment quotas
8 takeaways: Why he says a firm's quota sets the round size, what would force neocloud markdowns, and the case for software going back to subscription…
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Deirdre Bosa: OpenAI's agents broke out of the sandbox to climb a leaderboard
7 takeaways: Why about 700 agents went after Hugging Face, what Moltbook had already shown about how they behave, and why she says security now has to…
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Nvidia's most profitable quarter ever, a $10 trillion refinancing wall, and the fight over Druckenmiller's AI-written op-ed | All-In
Why the SaaS death trade unwound, what Benioff gave up to Anthropic to stay the system of record, and Friedberg's case that Moderna is selling a…
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