Former staff, investors, and industry experts reflect on the demise of Dunzo, the Indian online delivery pioneer undone by mismanagement, competition, and more (Ananya Bhattacharya/Rest of World)
NYC-based Carbon Arc, which operates a cloud service offering datasets optimized for AI use with consumption-based pricing, raised $56M led by Liberty City (Maria Deutscher/SiliconANGLE)
A profile of StubHub CEO Eric Baker, who, according to the company's S-1, holds 5.2% of Class A shares but controls over 90% of the votes through Class B shares (Bloomberg)
A profile of Wiz CEO Assaf Rappaport, who served in Israel's elite cyber intelligence unit 8200; sources say Wiz was on track to surpass $1B of ARR in 2025 (Financial Times)
A book excerpt from AI Valley details the 2024 mass defection of staff at Inflection AI, which seemed to be thriving but faced scaling challenges, to Microsoft (Gary Rivlin/Bloomberg)
Tencent says it has slowed the pace of its GPU rollout since implementing DeepSeek, and that most of its GPU capex goes toward its ad and gaming businesses (Simon Sharwood/The Register)
Apple's stumble with Vision Pro, followed by falling flat on its face with AI, suggests the company may be slipping into a Vista-like drift of poor execution (Benedict Evans)
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