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.
Developments (83)
Multiple reports about the same development are grouped; each source is retained.- Crete becomes Currentunspecified
Crete Professionals Alliance announced its rebrand as Current.
Crete Professionals Alliance rebranded as Current.
OpenAI article reports drafting accuracy up to 97%.
- Tax AI operating evidenceunspecified
Thrive/OpenAI describe a pilot involving 7,000 tax returns.
FIS announced BankSouth core selection and API integration modernization.
- OpenAIpartnership
Eudia announces OpenAI partnership for government workflows.
Baldwin announced enterprise Claude expansion before the Sequence deal.
Reuters reports a $6.3B Amex GBT agreement announced May 4.
Amex GBT agreement: $9.50/share cash, approximately $6.3bn transaction value.
Reuters reported Long Lake agreed to acquire Amex GBT for $6.3 billion; completion was not established in this review.
- Europe and ARR updateexpansion
April 2026 release says ARR exceeded $100m in under two years.
- European transformation updatethesis update
GC reports more than 15 signed agencies and over 10,000 managed properties.
- Expert Digital Twinsproduct announcement
Enterprise Brain and MINDs encode institutional judgment for expert digital twins.
- BankSouth minority investment and operating partnership announcementinvestment announcementAnnounced
BankSouth announced a minority financial investment from Sequence.
Lee disclosed $75M raised across seed and Series A.
- Sales appointmentsleadership
Mitch Loquaci appointed US regional sales VP; Stephen Mulholland EMEA sales VP.
Shield announced $100M investment from Thrive.
- Multi-provider architectureproduct
January architecture announcement describes parallel multi-provider routing and more than ten models.
OpenAI becomes an equity owner with embedded technical collaboration.
- OpenAI ownership partnershipunspecified
Thrive announced an OpenAI partnership involving ownership; percentage unspecified.
- Beacon’s earlier funding expectationunspecified
Reuters reported Beacon’s $250 million Series B.
- Beacon Series B sponsor announcementfunding announcement
GC co-led Beacon’s $250m Series B.
- Outcome guaranteecommercial policy
Outcome guarantee advertises performance, launch-time and satisfaction commitments.
- Out-Houseacquisition announcement
Out-House acquisition announced; founder Lynden Renwick joins Eudia.
- Percepta launch announcementcompany launch announcement
GC describes Percepta as fully owned at launch.
- ARR outlookfinancial forecast
September 2025 release forecast exceeding $100m ARR by year-end.
- Eudia Counsel launchlaw firm launch
Reuters reports June 2025 approval and September 3 launch.
- Services roll-up thesisthesis publication
Targets: 10–20% combined organic/inorganic growth; 30–40% margins; Rule of 60.
- titan-event-launchfunding and acquisition announcement
Titan announced $74m funding led by General Catalyst.
- Johnson Hanaacquisition announcement
Johnson Hana acquisition announced; 300+ legal professionals cited.
Launch release reports $27.5M combined seed and Series A.
Shield launch disclosed over $100M from Thrive and ZBS.
- titan-event-rfaacquisition reported
WSJ’s accessible excerpt reports RFA acquired in June 2025.
Public launch announced April 29, 2025.
- Series A / GC Creationfunding announcement
General Catalyst identifies Eudia with its Creation strategy and led Series A.
- Fund XII capital allocation announcementfundraising announcement
Fund XII announcement allocates $1.5bn to Creation.