AirtableBending Spoons Bought Airtable. Reprice Before It Closes.
Airtable bundles 15,000 AI credits into a $20 seat and sells the same allowance standalone for $30. Bending Spoons — which capped Evernote's free tier and moved to cut 75% of WeTransfer — just bought that subsidy. The deal has not closed, which is the only window you have to convert it into contract terms.
August 5, 2026 · 12 min readd-Matrixd-Matrix Bought Wallaroo. Get 'Any Hardware' in Writing.
d-Matrix acquired Wallaroo.ai on 3 August 2026, taking ownership of a platform sold as 'any model, any hardware, anywhere'. Neither company committed to keeping third-party silicon supported — which turns a portability guarantee into a roadmap you do not control.
August 4, 2026 · 11 min readYellow.aiYellow.ai Is Going Public to Buy Your Outsourcer
Yellow.ai's $550M merger with Bluerock Acquisition Corp. funds a plan to buy BPO operators and automate them. The committed capital is $30M, not the $205M headline — and the acquisition targets are the same outsourcers already running its software.
August 4, 2026 · 13 min readAnthropicAnthropic at $900B: AI Vendor Risk Just Got Circular
Anthropic eyes $900B valuation, surpassing OpenAI's $852B. Why 46% of Google's Q1 profit comes from its stake — and what enterprise buyers should do.
May 1, 2026 · 11 min readAnthropicAnthropic's $65B From Google + Amazon Breaks Vendor Risk
Google committed $40B and Amazon $25B to Anthropic in 5 days. Two rivals now backstop Claude with $100B+ in commitments. What it means for enterprise AI.
April 25, 2026 · 12 min readOpenAIOpenAI Kills Sora After $200M Loss: Enterprise-Only Pivot
OpenAI shuts down Sora April 26 to focus on enterprise AI. $5.4B annual burn vs $2.1M revenue. What the pivot means for CIO roadmaps and contracts.
April 20, 2026 · 11 min read