Ai M&A

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AI Agenda

A Wave of AI M&A Is Coming; The Most Hated AI Startup

By Stephanie Palazzolo and Kevin McLaughlin · Jun 24, 2025 7:00am PDT
Before we get to the column, I’d recommend you check out this story Erin, Rocket and I published on Monday about what sorts of products Thinking Machines Lab, the AI startup founded by ex-OpenAI Chief Technology Officer Mira Murati, is looking to build. It gives a sneak peek into how Murati plans to catch up with OpenAI and other AI rivals,... Before we get to the column, I’d recommend you check out this story Erin, Rocket and I published...
Pro subscription required icon Pro subscription required icon Databricks CEO Ali Ghodsi. Photo via AP
Pro Weekly

Pro Weekly: AI M&A Heats Up

By Akash Pasricha · May 16, 2025 8:00am PDT
One of the most exciting stories in tech lately is just four letters long: AI M&A. On Wednesday, Databricks said it was paying around $1 billion to buy Neon, a database software startup that can be used to develop AI agents. Then, on Thursday, Salesforce said it was buying AI agent developer Convergence. And OpenAI has reportedly been... One of the most exciting stories in tech lately is just four letters long: AI M&A. On...
Sam Altman and Sundar Pichai. Photos via Getty Images.
AI Agenda

OpenAI Looks To Steal Google’s Thunder; Unicorn AI Marketing Startup Typeface Acquires Consumer Chatbot App

By Stephanie Palazzolo · May 13, 2024 7:00am PDT
Later today, OpenAI is expected to unveil a bunch of new products. For a sneak peek at what could come, you can check out our story from Friday. But the timing of the event is interesting, given that tomorrow is Google’s largest annual developer conference, Google I/O, where that company is also expected to make a slew of AI-related... Later today, OpenAI is expected to unveil a bunch of new products. For a sneak peek at what could...
Photos courtesy of Pika and Higgsfield.
AI Agenda

Pika vs. Higgsfield Feud Over Copying Shows How AI Makes Mimicry Easy

By Rocket Drew · Jul 6, 2026 7:00am PDT
A little-noticed spat between two startups over their highly similar marketing videos is fueling concerns about AI's impact on creativity.Higgsfield AI, the video generation startup, has been getting buzz lately. My colleagues Valida and Julia reported last week that Higgsfield is raising $300 million to $500 million at a $5 billion valuation,... A little-noticed spat between two startups over their highly similar marketing videos is fueling...
Pro subscription required icon Pro subscription required icon Art by Clark Miller.

Cerebras Shows IPO Market Will Pay Up for Messy AI Math

By The Information Staff · May 14, 2026 1:05pm PDT
Cerebras’ shares surged in their trading debut Thursday, showing that public investors are willing to look past unusual financial risks for companies tied to the AI infrastructure boom. That’s a striking reception for a company that does not look like the clean software listings investors used to love: Cerebras is an expensive... Cerebras’ shares surged in their trading debut Thursday, showing that public investors are...