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M&A: Accelerant $ARX to be taken private by Thoma Bravo for $20.25/share in cash, valuing the company at more than $4B EV.
M&S shoppers 'gutted' as store confirms popular bakery item has been discontinued
M&A is going nuts right now for AI startups. It's Monday at 10:58am and 2 people have already emailed me trying to buy my company, unsolicited. The X timeline is saying the "death of software" and RIP good times, I think there are TONS of buyers to scoop up AI native startups (with EBITDA). Some data: 1. Startups buying other startups jumped 18% in the first half of last year, driven almost entirely by a 30%+ surge in early-stage deals. 2. Private equity is sitting on over $2 trillion in dry powder and competing so hard they're paying about 3 turns of EBITDA more than strategic buyers just to win deals. 3. The market flipped to rewarding profit over growth: in 2021 growth mattered 2.5x more than profitability, and in 2026 a profitable business growing 25% beats one growing 50% while burning cash. This is one of the best times to build there has ever been. Cheap tools, hungry buyers, and insane opportunity to build the AI-native version of things. Anecdotally, based on a lot of people I know, there's a ton of M&A for startups that aren't reliant on Google SEO and built something truly AI-native in hardware, mobile apps, or vertical AI agents. Tune out the doom. Build something worth buying. Keep going.
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M Huncho’s ‘The Wizard’ reaches #1# on the Official Hip Hop & R&B Albums chart. It marks his first #1# album in the UK.