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Reading Room

Read the arguments shaping this field: original letters and essays, independent reporting, interviews, and podcasts. Every item says whether the text is available here or should be read at its publisher.

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Event typeunspecified (20)partnership (6)acquisition (6)operating evidence (4)funding (4)acquisition announcement (3)launch and funding (2)funding announcement (2)product announcement (2)acquisition agreement (2)leadership (2)product (2)integration (1)expansion (1)funding and expansion (1)thesis update (1)investor announcement (1)investment announcement (1)technology selection (1)technology partnership (1)product business acquisition (1)company launch announcement (1)thesis publication (1)technical publication (1)rebrand (1)acquisition reported (1)strategic partnership (1)platform addition (1)launch (1)financing (1)law firm launch (1)labor dispute (1)funding and acquisition announcement (1)shareholder approval (1)listing (1)financial forecast (1)commercial policy (1)company launch (1)fundraising announcement (1)technical collaboration (1)

Developments (28)

Multiple reports about the same development are grouped; each source is retained.
  1. Thrive Holdings agrees to acquire ADTacquisition agreementAnnounced

    Thrive Holdings signed a definitive agreement to buy ADT for $10.00 a share in cash, about $7.6B in equity value and $15.3B in enterprise value, with financing committed solely by Apollo-managed funds. Announced, not closed: closing is expected in Q1 2027, subject to ADT shareholder and antitrust approval, and ADT may solicit other bids until Nov 28.

    Thrive HoldingsADT 8-K (U.S. SEC (EDGAR))Thrive statement (Thrive Holdings)ADT release (ADT Inc.)
  2. Baldwin definitive agreementunspecifiedagreement announced completion not established

    Baldwin announced an agreed go-private transaction with approximately $7.7 billion enterprise value.

    The Baldwin GroupBaldwin definitive agreement (The Baldwin Group investor relations)
  3. Sequence’s defining letterunspecified

    Sequence reports BankSouth loan stages fell from nine to three.

    BankSouthSequence HoldingsSequence’s defining letter (Sequence Holdings)
  4. Dwelly task-level evidenceunspecified

    Dwelly reports more than 1,000 maintenance tasks processed during August 2026.

    DwellyDwelly task-level evidence (Dwelly)
  6. Harborpartnership

    Harbor partnership covers advisory, implementation, training and adoption.

    EudiaHarbor partnership
  7. Google Cloudpartnership

    Google integration uses ADK and MCP to connect specialized legal agents.

    EudiaGoogle Cloud integration
  8. Thrive’s new capitalunspecified

    Thrive announced more than $2 billion in new capital.

    Thrive HoldingsThrive’s new capital (Thrive Holdings)
  10. Dwelly financingunspecified

    Dwelly announced $95 million in equity financing.

    DwellyDwelly financing (Dwelly)
  11. AGI launches with committed equityunspecified

    American Growth Insurance announced nearly $70 million committed equity; not necessarily drawn capital.

    American Growth InsuranceAGI launches with committed equity (Rockbridge Growth Equity)
  12. Crescendo leadership changeunspecified

    Crescendo announced Andy Lee as CEO and Matt Price moving to an advisory role.

    CrescendoCrescendo leadership change (Crescendo)
  13. Microsoftpartnership

    Microsoft collaboration includes Azure, integrations and joint go-to-market.

    EudiaMicrosoft collaboration
  14. Aloricapartnership

    Alorica licensed to resell/deploy Crescendo, with joint offerings and human delivery access.

    CrescendoCrescendo’s partnership route (Crescendo)
  15. Crescendo’s partnership routeunspecified

    Alorica and Crescendo announced a strategic partnership; this is not acquisition evidence.

    CrescendoCrescendo’s partnership route (Crescendo)
  16. Consiliopartnership

    Consilio announces joint AI services; possible Aurora integrations remain exploratory.

    EudiaConsilio partnership
  17. Beacon Series C coverageunspecified

    Accessible WSJ material reports Beacon’s $225 million Series C.

    Beacon SoftwareBeacon Series C coverage (The Wall Street Journal)
  18. Crete becomes Currentunspecified

    Crete Professionals Alliance announced its rebrand as Current.

    CurrentCrete becomes Current (Current)
  19. Tax AI operating evidenceunspecified

    Thrive/OpenAI describe a pilot involving 7,000 tax returns.

    OpenAITax AI operating evidence (OpenAI / Thrive Holdings)
  20. OpenAIpartnership

    Eudia announces OpenAI partnership for government workflows.

    EudiaOpenAI government partnership
  21. Long Lake’s scaled acquisitionunspecifiedagreement announced completion not established

    Reuters reported Long Lake agreed to acquire Amex GBT for $6.3 billion; completion was not established in this review.

    Long LakeLong Lake’s scaled acquisition (Reuters)
  22. Amex GBT agreementacquisition agreementAnnounced

    Amex GBT agreement: $9.50/share cash, approximately $6.3bn transaction value.

    Long LakeAmex GBT acquisition agreement announcementLong Lake’s scaled acquisition (Reuters)
  24. OpenAI ownership partnershipunspecified

    Thrive announced an OpenAI partnership involving ownership; percentage unspecified.

    OpenAIOpenAI ownership partnership (Thrive Holdings)