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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 (4)

Multiple reports about the same development are grouped; each source is retained.
  1. ADT withdraws guidance in Q3 results, pending Thrive dealoperating evidence

    ADT reported Q3 2026 revenue of $1,349M (up 4%) and withdrew its guidance because of the pending Thrive Holdings acquisition. The release also lists AI programs ADT began before the deal, including AI-driven sales and service pilots and Origin AI presence sensing planned for 2027. The Thrive deal remains announced, not closed.

    Thrive HoldingsADT Q3 release (ADT Inc.)
  2. Baldwin reports $21M in go-private costs as Sequence/DFO deal stays pendingoperating evidenceAnnounced

    Baldwin's preliminary Q3 figures, as reported by Insurance Business, include $21M of go-private costs so far; the acquisition by Sequence Holdings and DFO Management is announced and still pending, with closing expected in Q1 2027.

    Sequence HoldingsThe Baldwin GroupDFO ManagementInsurance Business (Insurance Business)
  3. NetAscendant case study publishedoperating evidencereported or published

    Case study reports >50% of incoming tickets resolved autonomously.

    NetAscendant SolutionsNetAscendant capacity case study
  4. Tax AI technical publicationoperating evidencereported or published

    OpenAI article reports drafting accuracy up to 97%.

    Thrive HoldingsCurrentOpenAITax AI operating evidence (OpenAI / Thrive Holdings)