Three AI Agent Startups Were Acquired in Two Weeks. Each One Became a Feature.

Palo Alto Networks, Adobe and Meta each bought an agent startup in early September, in a quarter where only 8 of the 175 AI deals we tracked were acquisitions. Here is what the buyers paid for, why one price was three times the last private mark, and two questions to ask if your vendor or your startup is next.

Four Rival AI Models Failed Together. A Week Later, Nobody Has Said Why.

ChatGPT, Claude, Gemini and Grok all went down inside the same window on September 3. Our deal records suggest the four competitors have less independent plumbing than the word competitor implies.