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Canva’s “Good Enough” Advantage

Shaurya Grover

The Globalisation of Digital Health

Jack Breaks

The Fiber Bet

Audrey Kim

The $100 Billion AI Arms Race

Brayden Gibeau-Stannard

The Battle for Hollywood’s Crown Jewels

Shaurya Vohra

A Bet on Hits, Not Streams

Samuel Regelman

An AI Strategy in Search of a Business Model

Yessica Jain

Buying Scale at a Price

Safiia Mirgalimova

Why OneStream Traded Public Scrutiny for Hg’s Deep Pockets

Adam Gurevich

An Analysis of the $58 Billion Devon-Coterra Mega-Merger

Judy Lin

Canva’s “Good Enough” Advantage

Shaurya Grover
Canva’s rise rests not on replacing professionals, but on empowering non-designers. As it nears an IPO, the question is whether that advantage can survive in a world where AI makes design effortless.

The Globalisation of Digital Health

Jack Breaks
Hims & Hers’ $1.15bn acquisition of Eucalyptus signals a shift from local telehealth startups to global platforms. By controlling the distribution of weight-loss drugs, the company is betting on subscription healthcare at scale.

The Fiber Bet

Audrey Kim
Verizon’s $20bn acquisition of Frontier is a wager on fiber as the backbone of future connectivity. While the technology promises scale and resilience, the deal’s success depends on execution and returns that justify its heavy cost.

The $100 Billion AI Arms Race

Brayden Gibeau-Stannard
Record-breaking funding rounds for Anthropic and OpenAI mark a new phase in the AI race. With vast sums flowing into compute and scale, the battle is no longer about ideas, but about who can afford to build intelligence first.

The Battle for Hollywood’s Crown Jewels

Shaurya Vohra
Paramount’s victory over Netflix for Warner Bros. Discovery marks a defining moment in media consolidation. The deal promises scale and control over premium content—but now faces intense scrutiny over its implications for competition.

A Bet on Hits, Not Streams

Samuel Regelman
In India’s booming but under-monetized music market, UMG is betting on global breakout hits. Without international success, even a steady pipeline of soundtracks may fail to justify the investment.

An AI Strategy in Search of a Business Model

Yessica Jain
Meta’s latest acquisition highlights a widening gap between ambition and execution. Despite heavy investment, the company has yet to define how AI will reshape its advertising-driven model or deliver meaningful returns.

Buying Scale at a Price

Safiia Mirgalimova
Hapag-Lloyd’s $4.2bn bid for ZIM highlights shipping’s relentless drive for scale. The deal promises stronger routes and cost synergies, but political tensions, falling revenues, and national-security concerns make its payoff far from certain.

Why OneStream Traded Public Scrutiny for Hg’s Deep Pockets

Adam Gurevich
Hg Capital’s $6.4bn take-private of OneStream exposes a market disconnect: public investors punished short-term losses, while private equity saw long-term dominance in CFO software. What looked like weakness became a bargain for patient capital.

An Analysis of the $58 Billion Devon-Coterra Mega-Merger

Judy Lin
Devon Energy and Coterra Energy have merged in a $58B deal, which highlights the “mega-independent” trend in U.S. shale amidst a rising demand for natural gas to power AI data centers and LNG exports.

Canva’s “Good Enough” Advantage

Shaurya Grover
Canva’s rise rests not on replacing professionals, but on empowering non-designers. As it nears an IPO, the question is whether that advantage can survive in a world where AI makes design effortless.

The Globalisation of Digital Health

Jack Breaks
Hims & Hers’ $1.15bn acquisition of Eucalyptus signals a shift from local telehealth startups to global platforms. By controlling the distribution of weight-loss drugs, the company is betting on subscription healthcare at scale.

The Fiber Bet

Audrey Kim
Verizon’s $20bn acquisition of Frontier is a wager on fiber as the backbone of future connectivity. While the technology promises scale and resilience, the deal’s success depends on execution and returns that justify its heavy cost.

The $100 Billion AI Arms Race

Brayden Gibeau-Stannard
Record-breaking funding rounds for Anthropic and OpenAI mark a new phase in the AI race. With vast sums flowing into compute and scale, the battle is no longer about ideas, but about who can afford to build intelligence first.

The Battle for Hollywood’s Crown Jewels

Shaurya Vohra
Paramount’s victory over Netflix for Warner Bros. Discovery marks a defining moment in media consolidation. The deal promises scale and control over premium content—but now faces intense scrutiny over its implications for competition.

A Bet on Hits, Not Streams

Samuel Regelman
In India’s booming but under-monetized music market, UMG is betting on global breakout hits. Without international success, even a steady pipeline of soundtracks may fail to justify the investment.

An AI Strategy in Search of a Business Model

Yessica Jain
Meta’s latest acquisition highlights a widening gap between ambition and execution. Despite heavy investment, the company has yet to define how AI will reshape its advertising-driven model or deliver meaningful returns.

Buying Scale at a Price

Safiia Mirgalimova
Hapag-Lloyd’s $4.2bn bid for ZIM highlights shipping’s relentless drive for scale. The deal promises stronger routes and cost synergies, but political tensions, falling revenues, and national-security concerns make its payoff far from certain.

Why OneStream Traded Public Scrutiny for Hg’s Deep Pockets

Adam Gurevich
Hg Capital’s $6.4bn take-private of OneStream exposes a market disconnect: public investors punished short-term losses, while private equity saw long-term dominance in CFO software. What looked like weakness became a bargain for patient capital.

An Analysis of the $58 Billion Devon-Coterra Mega-Merger

Judy Lin
Devon Energy and Coterra Energy have merged in a $58B deal, which highlights the “mega-independent” trend in U.S. shale amidst a rising demand for natural gas to power AI data centers and LNG exports.
Business & Deals — Articles

Canva’s “Good Enough” Advantage

Shaurya Grover
Canva’s rise rests not on replacing professionals, but on empowering non-designers. As it nears an IPO, the question is whether that advantage can survive in a world where AI makes design effortless.

Canva’s “Good Enough” Advantage

Shaurya Grover

The Globalisation of Digital Health

Jack Breaks
and

Judy Lin
Hims & Hers’ $1.15bn acquisition of Eucalyptus signals a shift from local telehealth startups to global platforms. By controlling the distribution of weight-loss drugs, the company is betting on subscription healthcare at scale.

The Globalisation of Digital Health

Jack Breaks
and

Judy Lin

The Fiber Bet

Audrey Kim
Verizon’s $20bn acquisition of Frontier is a wager on fiber as the backbone of future connectivity. While the technology promises scale and resilience, the deal’s success depends on execution and returns that justify its heavy cost.

The Fiber Bet

Audrey Kim

The $100 Billion AI Arms Race

Brayden Gibeau-Stannard
Record-breaking funding rounds for Anthropic and OpenAI mark a new phase in the AI race. With vast sums flowing into compute and scale, the battle is no longer about ideas, but about who can afford to build intelligence first.

The $100 Billion AI Arms Race

Brayden Gibeau-Stannard

The Battle for Hollywood’s Crown Jewels

Shaurya Vohra
Paramount’s victory over Netflix for Warner Bros. Discovery marks a defining moment in media consolidation. The deal promises scale and control over premium content—but now faces intense scrutiny over its implications for competition.

The Battle for Hollywood’s Crown Jewels

Shaurya Vohra

A Bet on Hits, Not Streams

Samuel Regelman
In India’s booming but under-monetized music market, UMG is betting on global breakout hits. Without international success, even a steady pipeline of soundtracks may fail to justify the investment.

A Bet on Hits, Not Streams

Samuel Regelman
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