Sam Altman said back in 2024 that his tech CEO group chat ran a betting pool on the year the first one-person billion-dollar company appears. But lately the claims have moved from group chats into my corner of the market, with real money attached. Is any of it actually true?
Three of the four labs shipped two versions of the same model recently. One you can buy. One you have to be approved for.
Why does AI transform one services business and stall in another? Look at how each one gets paid. Letting agencies take a percentage of rent collected. Insurers are priced on premium. Neither sells time, so every hour the software removes is pure profit...
In five years, every traditional boutique investment bank will be dead. Or at least unrecognisable from what it is today.
An AI roll-up buys existing service firms... accounting practices, letting agencies, IT providers, call centres and rebuilds their production around AI built in-house.
Corgi, an AI insurance company founded in 2024, had raised again at a $4 billion valuation. Its fourth round of the year. In January it was worth an estimated $630 million.
OpenAI owns part of the company buying up America's accounting firms. It was the first investor in Harvey, legal's biggest AI company. Its engineers already work inside law firms, banks and hospitals.
A data-driven breakdown of where SaaS valuation multiples have stabilized in 2026, what caused the correction and which metrics now separate the outcomes.
A deep dive into the 5 interconnected criteria that PE firms look into when making platform acquisitions.
What drives the surge of U.S. private equity buying and consolidating Europe’s SMBs.
A practical guide to EBITDA normalization in M&A - what adjustments survive due diligence, how buyers evaluate them and why small changes can move your valuation significantly.
A stage-by-stage breakdown of the documents founders need in an M&A process.