CognexCognex Buys RealSense, Leaving Face ID to a 25-Person Spin-Out
Cognex is paying about $500M in cash for RealSense's depth cameras, but the RealSense ID face-authentication line, whose anti-spoofing runs on an online-renewed licence, is being spun out to a team of about 25. Here is what each set of buyers should get in writing before the Q4 close.
September 22, 2026 · 11 min readHailoMicrochip's No-EOL Pledge Stops Short of Hailo's Compiler
Microchip closed its Hailo acquisition on September 21, ending the solvency risk. Its pledge not to discontinue parts covers manufacturable chips, not the closed Dataflow Compiler every Hailo model depends on.
September 21, 2026 · 11 min readcomputer-use agentsOpenAI Bought Macs. Your Pilot Bills 24 Hours Minimum.
OpenAI bought tens of thousands of Mac minis to train computer-use agents, and Anthropic rents Mac capacity through AWS. The reason matters to your pilot: a desktop agent's unit of cost is a machine, not a token, and Apple's licence caps you at two virtual desktops per Mac while every cloud Mac host bills a 24-hour minimum.
September 1, 2026 · 15 min readGraphDBOakley Bought Graphwise. GraphDB Isn't Open Source.
Oakley Capital Fund VI took majority control of Graphwise on August 19. GraphDB's engine is proprietary — RDF4J is the open-source framework it plugs into — and since version 11.0 even the Free edition requires a license file you request from the vendor.
August 20, 2026 · 12 min readAnacondaAnaconda Bought Your AI Red Teamer. Read the License.
Anaconda acquired Enkrypt AI on August 4 for undisclosed terms, putting the red-teaming vendor you chose for its neutrality inside a platform company. The bigger exposure is the license: Anaconda spent 2024 and 2025 enforcing a 200-employee 'free' threshold with demand letters that threatened back bills, and Enkrypt's $0 and $149 self-serve tiers now belong to it.
August 4, 2026 · 11 min read