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Mergers, acquisitions, and the quiet deals that reshape who owns what in the AI stack.

Edited by TFF Editorial · 13 articles

Deal of the Week

SpaceX Just Paid $10 Billion to Own AI's Most Important Bottleneck — Before Anyone Else Could

SpaceX struck a $60B option to acquire Cursor, preempting a $2B VC raise, to secure 40M developers' behavioral data and Colossus compute before its summer IPO.

TFF Editorial12 min read

SpaceX Just Paid $10 Billion to Own AI's Most Important Bottleneck — Before Anyone Else Could

Also this week

3 features

M&A / Deals

OpenAI's Seventh Acquisition in 2026 Reveals a Strategy More Ambitious Than Anything It's Announced

TFF Editorial10 min read

M&A / Deals

Meta Acquires ARI and Bets It Can Be the Android of Humanoid Robots

TFF Editorial12 min read

M&A / Deals

The $20 Billion Bet That Could End American AI Dominance in Europe — And Who's Really Paying for It

TFF Editorial10 min read

And, for the record

9 more

01SAP's $1.16B Bet on the Only AI That Can Actually Read a SpreadsheetRead note 02Elon Musk Just Merged Two of His Most Powerful Companies Into a $1.25 Trillion Bet — and the Orbital Data Center Plan Is Stranger Than Anyone ExpectedRead note 03OpenAI Just Bought the Backbone of Python — And Developers Should Be Paying Very Close AttentionRead note 04Tesla Just Made a $2 Billion AI Bet It Didn't Want Anyone to NoticeRead note 05Apple's $2 Billion Quiet Bet: Why Q.ai Tells You More About Apple's AI Future Than Any KeynoteRead note 06Mobileye Paid $900 Million for a Robot Startup No One Watched — The Reason Tells You Everything About Where Physical AI Is HeadedRead note 07Mastercard's $1.8 Billion Stablecoin Bet Is Actually About a Future Where AI Agents Handle Your MoneyRead note 08OpenAI Bought a Podcast Studio and a Finance App — The Uncomfortable Truth About What That MeansRead note 09Meta Just Made the Most Important Robotics Bet No One Is Talking AboutRead note