Columns & Essays

Canva’s “Good Enough” Advantage
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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
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Jack Breaks

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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 Two Shocks to America’s Workforce
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Corbeau Martin Caldwell

AI driven layoffs and immigration crackdowns are hitting the labor market at once. As white- and blue-collar jobs disappear, weakening consumer confidence threatens the spending that underpins the American economy.

The Office Market’s New Reality
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Diya Mangaraj

Post-pandemic shifts have broken the traditional real-estate cycle. Demand is no longer rebounding evenly, but concentrating in top-tier spaces, leaving weaker offices behind and forcing cities to rethink how to repurpose surplus supply.

The Battle for Hollywood’s Crown Jewels
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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
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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.

Building the Future in Software
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Safiia Mirgalimova

Synopsys’ $35B acquisition of ANSYS is more than a software merger; it’s a bid to control the full lifecycle of digital product design. By combining chip design with simulation and AI-driven optimization, the deal could accelerate innovation worldwide.

Pfizer’s $5 Billion GLP-1 Bet Looks Like a Catch-Up Trade
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Jack Breaks

Pfizer’s acquisition of Metsera comes at a steep price: nearly three times the company’s valuation just eight months earlier. After abandoning its own GLP-1 program, Pfizer is paying a large premium to reenter the obesity market late. But the deal raises a question of whether Pfizer already lost?

Racing the Mineral Bottleneck: EMAT’s Bet on Going Public Early
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Cayden Liu

The rush toward AI infrastructure and electrification has turned critical minerals into one of the most crowded trades of 2026. EMAT’s decision to enter public markets through a reverse merger offers speed and exposure, but little of the trust traditionally built through an IPO.

The EA Buyout: A $55 Billion Bet on the Future of Gaming, or a Debt-Fueled Mistake?
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Shaurya Vohra

Leveraged buyouts thrive on predictability. Video games do not. EA’s $55 billion take-private deal forces one of the most creatively volatile industries to operate under one of the most financially rigid ownership structures.

The New Corporate Guillotine: How One Email Can End a CEO
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Shaurya Vohra

One activist email can now do what used to take a full proxy war: topple a CEO. With record campaigns and the Universal Proxy Card turning every board seat into open combat, corporate governance has become faster, louder, and far more ruthless than ever before.

The $5.3 Billion Roller Coaster: How Jana Partners and Travis Kelce Plan to Save Six Flags
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Samuel Regelman

When a company with $5.3 billion in debt and a 47% stock collapse attracts a hedge fund and an NFL star, it’s not charity, it’s strategy. Jana Partners and Travis Kelce are betting they can turn Six Flags from a sinking relic into a comeback story worth watching.

The $2.1 Billion Sleep Deal: Alkermes’s Biggest Gamble Yet
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Yessica Jain

Alkermes just placed a $2.1 billion bet on sleep with a sleep drug few investors saw coming. Alkermes isn’t just buying Avadel, it’s buying time and maybe the future of mental health medicine.

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