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Thursday, 2 January 2025

The defense industry is poised for a deal surge as firms expand in AI, drones, and space systems; Bain: VC deal value in the sector has risen 18x in a decade (Sylvia Pfeifer/Financial Times)

Sylvia Pfeifer / Financial Times:
The defense industry is poised for a deal surge as firms expand in AI, drones, and space systems; Bain: VC deal value in the sector has risen 18x in a decade  —  Large contractors expected to use growing cash piles to invest in high-growth areas  —  Defence companies are primed for a surge …



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...