“If this was a mercy killing, Apple may have done them a favor.”
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OpenAI publicly announces a pause, cancellation, or significant delay (>12 months) of its hardware product initiative
CIOs will materially clamp down on AI spending in the next year (2027), creating market variability.
Jason Lemkin warns that slow-growth SaaS companies will be acquired at 1x revenue multiples unless they take action.
Jason Lemkin predicts that enterprise customers are switching away from Salesforce much faster due to AI alternatives.
Chinese open-weight AI models will be banned in the US, similar to DJI drones.
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