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San Francisco
68 posts
Patreon says AI did not replace 93 workers, but its restructuring tells a more complicated story
Patreon is removing 93 positions and flattening management despite reporting continued creator, membership and payment growth across its platform.
Visa is growing at 14%, so why is it cutting 2,600 jobs? The answer goes beyond AI
Visa is eliminating about 7% of its workforce even as payments volume, revenue and earnings rise, signalling a strategic reallocation rather than a conventional downturn response.
TwelveLabs rakes in $100m as video AI moves toward enterprise intelligence
TwelveLabs has raised $100 million to expand its video-native artificial intelligence platform, deepen its Amazon Web Services alliance and move from video search models into enterprise applications.
Lime wants a $1.66bn valuation, but its IPO is also a balance-sheet rescue
Lime’s proposed Nasdaq IPO could raise nearly $181 million and convert much of its debt into equity, but investors must decide whether global micromobility has finally become a durable business.
Baseten is suddenly worth $13bn, but can AI inference deliver software margins?
Baseten’s enormous Series F gives the artificial intelligence infrastructure company fresh capital to expand computing capacity as enterprises seek cheaper, controllable alternatives to closed-model providers.
What OpenAI’s Jalapeño chip says about the next phase of AI infrastructure competition
OpenAI’s Jalapeño chip gives Broadcom a deeper role in custom AI silicon, inference infrastructure and AVGO’s trillion-dollar growth narrative.
Butterfly Network (BFLY) stock jumps as Midjourney unveils full-body ultrasound scanner
Butterfly Network shares surged after Midjourney revealed that its proposed full-body scanner uses 40 BFLY ultrasound modules, exposing investors to a high-risk medical-imaging opportunity.
Opendoor (NASDAQ: OPEN) Russell 3000 entry meets the Opendoor 2.0 cohort test
Opendoor (NASDAQ: OPEN) beat ISS at its 11 June vote and joins Russell 3000 on 26 June. The real test is whether Opendoor 2.0 cohorts hold the margin.
Why Vaisala’s U$70m Atmo deal could matter beyond meteorology
Find out how Vaisala’s Atmo acquisition could shape VAIAS stock, AI weather forecasting, Xweather growth and defense meteorology today!
Why the Panther Labs deal could make Databricks more dangerous to Splunk and CrowdStrike
Find out how Databricks’ Panther Labs acquisition could reshape AI cybersecurity, SIEM competition and enterprise data security strategy.