August 28, 2026
Friday Roundup
This week’s biggest stories, in one read
This week’s reporting shows how quickly the stakes are rising across AI. Elon Musk told Cursor employees that Grok is falling behind its rivals, Palo Alto Networks’ Nikesh Arora has been exploring major acquisitions as AI reshapes cybersecurity and Cognition’s revenue is surging even as its cash burn climbs.
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Key highlights:
- Elon Musk told Cursor employees that Grok is falling behind as the company integrates into SpaceXAI.
- Palo Alto Networks explored acquiring Datadog and Okta as Nikesh Arora accelerates its dealmaking.
- Cognition’s revenue hit a $900 million annualized pace as cash burn climbs.
Finance
Deals, growth and burn
Exclusive
Inside Nikesh Arora’s Deals Hunt for Palo Alto Networks
By Kevin McLaughlin, Valida Pau and Aaron Holmes
Exclusive
Anthropic Considers Letting Shareholders Sell In IPO, Departing from SpaceX Playbook
By Cory Weinberg and Valida Pau
Exclusive
ClickHouse’s Recurring Revenue Passes $350 Million as OpenAI, Agent Use Jumps
By Alix Coutures
Exclusive
SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation
By Rocket Drew, Valida Pau and Amir Efrati
Tech & AI
Musk, agents and Nvidia’s AI push
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