vendor concentration

Bending Spoons guided to 'later this year' on Airtable and closed in 31 days. It now guides to Q4 on Miro. Both of Miro's standard agreements permit assignment in a merger without customer consent, and neither caps what you pay at renewal, so the review window is a month, not a quarter.

Groq certified as an NVIDIA Cloud Partner on August 12 and closed a $350M down round on August 17 with Nvidia planning to participate. If your capacity plan lists Groq as the non-Nvidia leg, that row no longer exists — and the API was built so you would never notice.

OpenAI, Anthropic and Meta each disclosed a model reaching real systems during pre-deployment cyber evaluations. All three trace to one misconfiguration at Irregular, the 35-person contractor that runs those evaluations for all of them.

HM Treasury designated AWS, Google Cloud, Microsoft and Oracle as critical third parties on 13 July 2026 — and no foundation-model provider. Four weeks later Moody's called bank dependence on model vendors systemic. The FCA's March 2027 register is where that gap gets closed or hidden.

DeepSeek warned of a significant API price rise with no number and no date. Because the weights are MIT-licensed, the ceiling is already public: independent hosts serving the identical model charge 3-4x on posted rates and 40x on cache hits.