Newsletters
-
Exclusive: Roadrunner raises $27 million from Kleiner Perkins and Founders Fund
Joubin Mirzadegan will straight-up tell you: it’s boring—and that’s the point. Mirzadegan’s startup Roadrunner builds AI-native, natural-language “configure, price, quote” (or CPQ) software. And before you keep scrolling, consider: The CPQ process—the software companies use to configure what they’re selling, set the right price, and generate a quote—quietly controls how fast and how well they
-
Inside the high-stakes ping pong tournament designed to keep workers from quitting
Good morning! Last month, nearly 300 Montage International employees packed into the ballroom of the company’s Deer Valley, Utah hotel dressed in their Wimbledon-inspired best. After grabbing concessions like strawberries and cream, they filed into stadium seats, eyes fixed on a ping pong table where former Olympians served as referees for the company’s biennial Compass
-
Stablecoin disruptors want to vanquish Visa but face a tough task ahead
A debate broke out on X last week that, by the standards of social media, was refreshingly civil and informed. The topic was whether Visa will continue to dominate payments in the age of agentic commerce, or if that future belongs to blockchain natives wielding stablecoins. The debate kicked off with the cofounder of a
-
What Microsoft’s new research tells CFOs about the ROI of AI
Good morning. In Microsoft’s 2026 Work Trend Index, the tech giant examined who is building the skills and habits needed to succeed in an AI-powered workplace. Several findings should interest CFOs, particularly those trying to determine whether AI spending is translating into measurable business value. For starters, Microsoft frames AI value as an operating-model issue,
-
The next test of leadership is how well you manage your AI agents
In today’s CEO Daily: Digging into the questions about AI agents that every leader has to figure out. The big leadership story: GameStop’s eBay bid echoes one of the worst business deals of all time. The markets: Mixed globally as an Iran peace plan stalls. Plus: All the news and watercooler chat from Fortune. Good
-
Exclusive: Index Ventures backs Frame’s $50 million bet that employees are still cybersecurity’s weakest link
I used to think I’d never fall for a phishing scam. Now I’m not so sure. A few weeks ago, a colleague of mine received a text from our editor, or so they thought. It turned out to be completely fake. Scams like this, apparently, are becoming the new normal. That’s the bet behind Frame
-
Brian Schimpf has been quietly running Anduril since its earliest days. And once he’s talking, he has a lot to say
In 2017, Brian Schimpf was in the California desert with an engineering problem to solve. The place was Apple Valley, expansive, sandy, and surreal. Schimpf—CEO and cofounder of Anduril, then a startup in the truest sense of the word—had been there for a while, building the defense tech company’s first product: autonomous, solar-powered surveillance towers,
-
State Street’s CEO warns of a global fertilizer crisis due to the Iran war: ‘I personally worry about what happens if this goes on much longer’
In today’s CEO Daily: Ron O’Hanley talks the Iran war, AI, and how global investment opportunities are changing The big leadership story: eBay vs. GameStop The markets: Global markets pull back slightly even as S&P 500 futures tick upwards Plus: All the news and watercooler chat from Fortune. Good morning. If you want to understand
-
Anthropic’s SpaceX compute deal comes as AI data center backlash grows—fueled by both real grievances and conspiracy theories
Welcome to Eye on AI, with AI reporter Sharon Goldman. In this edition: U.S. and China pursue AI guardrails to handle race to build powerful AI systems…How a congressional primary became a proxy battle over AI…The reggae band in a nightmare battle against AI slop remixes. I’ve spent a good deal of my time at
-
Exclusive: Gusto crosses $1 billion in 12-month trailing revenue
After closing, a San Francisco flower market isn’t exactly idyllic. But in 2012, Eddie Kim and Tomer London, cofounders of HR software startup Gusto, were there to see Christina Stembel. The owner of Farmgirl Flowers, Stembel needed to hire her first employee and, accordingly, had to set up payroll for the first time. She’d been