Why We Ask for Deal Terms Even When We Know We Won’t Get Them
Directly asking for confidential deal terms, even when refused, produces a useful signal that a press release alone never will.
Directly asking for confidential deal terms, even when refused, produces a useful signal that a press release alone never will.
Time-to-first-value, not raw capability, is the metric that best predicts whether a new AI feature actually gets used.
Our policy on giving companies a real chance to respond before publishing anything critical, and why we hold to it…
A past correction taught us more about our own process than any story we got right. Here's what changed afterward.
National AI policy debates get most of the coverage. Meaningful, binding AI rules are also emerging at the state and…
Most regulation applies going forward. A subset of AI rules reach back to systems already deployed, creating a distinct compliance…
Antitrust considerations increasingly shape AI acquisition structure long before a deal becomes public, and that shaping is rarely visible in…
Timing a funding announcement just ahead of a major product release is common enough to be a recognizable pattern worth…
A pattern of re-announcing an existing partnership with new framing is common enough to have its own tell: watch the…
In multi-party AI deals, tracing who is actually providing capital versus who is merely a named partner changes the story…