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Sunday, 13 July 2025

OpenAI's failed Windsurf deal signals broader M&A challenges for OpenAI until it renegotiates its deal with Microsoft (M.G. Siegler/Spyglass)

M.G. Siegler / Spyglass:
OpenAI's failed Windsurf deal signals broader M&A challenges for OpenAI until it renegotiates its deal with Microsoft  —  In our current M&A environment in the AI space, there are but two types of deals: ‘hackquisitions’ and ‘hackquihires’.  At first, they seemed like they were the same deal …



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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...