Business

SoftBank's massive OpenAI commitment is bypassing its Vision Funds entirely, sidelining LP investors and raising questions about the future of Son's fund model.

Klarna's app-first U.S. expansion is pressuring Affirm's checkout dominance by owning the top of the shopping funnel before customers ever reach a payment screen.

OpenAI's Operator agent navigates software interfaces directly, bypassing the connector model that Zapier depends on - and that changes the automation market's basic assumptions.

Adobe's failed $20B Figma acquisition exposed Creative Cloud's vulnerability. Here's how the fallout is quietly reshaping design software competition.

Uber Freight is retreating from spot markets as Convoy rebuilds post-bankruptcy. Here is what the competitive shift means for digital freight brokerage.

Walmart Connect's growing ad network is eating into Instacart's retail media share, armed with first-party data and full-funnel inventory that CPG brands increasingly prefer.

AMD's MI300X is gaining traction in AI inference workloads, putting real pressure on Nvidia's data center dominance through memory advantages and improved ROCm software.

Apple earns roughly $20B yearly from Google's default search deal - money that quietly funds its AI catch-up. Now the DOJ threatens to cut it off.

Apple's Vision Pro slowdown is giving Meta a rare opening in enterprise XR. Here's how Meta is moving to claim it before Apple responds.

Google's NotebookLM is pulling users away from Microsoft OneNote by offering AI-powered synthesis, audio overviews, and source-cited answers that OneNote simply cannot match.