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Markets2026-09-22 · source-backed
Ahad Ali was running a 20-person accounting practice filing 2,000+ returns a year in May 2025. Fourteen months later Tabby pulls live account data through Plaid, builds real-time financial dashboards, and is launching a natural language interface. His positioning line is the whole thesis compressed: "Small businesses don't need better accounting software. They need less accounting software." (TechCrunch)
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The loudest enterprise-agent number of the quarter falls apart when you divide it. SaaStr's breakdown of Salesforce Q2 FY27 (reported August 26, stock up 23%) puts cRPO at $33.5B growing 14% against 11% revenue growth. Agentforce ARR passed $1.5B at +240% on 3.2 billion agenti...
CDAO Cameron Stanley confirmed the DoD has begun engineering work on internally developed LLMs and expects them operational "very soon," with xAI and OpenAI as interim alternatives. Defense Secretary Hegseth's supply-chain-risk designation against Anthropic remains in effect....
Anthropic's 11 Claude Cowork plugins spanning legal, sales, finance, data analysis, marketing, support, and product management erased over $200B in market cap in a single day. Thomson Reuters dropped 16% (biggest single-day loss ever), LegalZoom -20%, Salesforce -7%, ServiceNo...
IGV is down 24% in Q1. That's the worst quarter for software since 2008. But here's the number that stopped me cold: for the first time in modern history, software valuations have fallen below the S&P 500 multiple. SaaStr put the market cap destruction at roughly $2 trillion s...
TechCrunch reported September 17 that newly unredacted filings show mid-training datasets containing more than 91,692 copies of NYT, Daily News and investigative journalism works, and internal data putting NYT click-through rates down as much as 93% under Microsoft Copilot com...
TechCrunch aggregated the compute, data center, and chip deals to roughly the GDP of Sweden (TechCrunch). It's commitments, not cash on hand, which sharpens rather than softens the question of how a company at a fraction of that revenue run rate funds it. For builders the read...
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