The pace of tech doesn't slow down—but summer is a chance to pause, reflect, and plan with intention.

As you look ahead to the second half of the year, take a moment to revisit the moves that mattered most in the first. As AI evolves at breakneck speed:

• Enterprise giants are scrambling to catch up, hungry for talent and struggling to adapt.
• A new class of ambitious AI startups is rising fast, shaking up the competitive landscape and sparking leadership shakeups across the industry.
• The IPOs and M&A deals are redefining power dynamics.

We curated key stories to help you see the signals, plan smarter and lead sharper in the months ahead.

Subscribe now for just $399 $299 and get a sharper edge on what's coming, and save 25% on your first year.

Enterprise Struggles

The AI race is exposing cracks across the industry

Exclusive Meta Scrambles After Chinese AI Equals Its Own, Upending Silicon Valley By Kalley Huang and Stephanie Palazzolo

Exclusive Some Large Cloud Customers Slow Down AI Spending as Prices Drop By Aaron Holmes

Exclusive Google's AI Efforts Marred by Turf Disputes By Erin Woo

Exclusive How Apple Fumbled Siri's AI Makeover By Wayne Ma

Exclusive Why AI Isn't Giving Salesforce a Boost By Kevin McLaughlin

Exclusive Meta in Talks to Hire AI Investors Friedman and Gross, Partially Buy Out Their Venture Fund By Kalley Huang and Cory Weinberg

Hot AI Startups

Fast-rising players are disrupting markets and drawing billions

Artificial Intelligence The Little-Known Startup That Has Surged Past Scale AI—Without Any Investors By Stephanie Palazzolo and Cory Weinberg

Exclusive How Ex-OpenAI CTO Murati's Startup Plans to Compete With OpenAI and Others By Stephanie Palazzolo, Erin Woo and Rocket Drew

Exclusive Larry Page Has a New AI Startup By Jessica E. Lessin and Erin Woo

True Value CoreWeave's Quiet Rival May Be the Better Bet By Anita Ramaswamy

The VC Playbook Evolves

As AI fever spikes, investors are hedging their bets

Exclusive Startups' AI Revenue Is Booming. Some Investors Doubt It Will Last By Sri Muppidi, Stephanie Palazzolo and Natasha Mascarenhas

Data Point The Venture Investors Most Exposed to AI's Boom—or Bust By Rocket Drew