Deep Reads.
Companion articles for every episode, plus standalone intelligence briefings across the five pillars.
Goldman Sachs Led $110 Million Into the AI Replacing Your Underwriter — Taktile's Agentic Decision Platform Hits 95% Automation in B2B Lending
Taktile, a New York-based financial-AI company whose Agentic Decision Platform automates high-stakes decisions for banks and insurers — credit approvals, claims reimbursement, fraud detection, anti-money laundering reviews, and business loan underwriting — has closed a $110 million Series C led by Growth Equity at Goldman Sachs Alternatives. The round also includes Balderton Capital, Index Venture
Fox Pays $22 Billion for the Living Room's Operating System
Fox Corporation agreed this week to acquire Roku for about $22 billion in enterprise value — $160.00 per share, paid as $96.00 cash plus 0.9693 Fox Class A shares. Fox shareholders will own ~73% of the combined company, Roku holders ~27%, with the deal expected to close in the first half of 2027. The Operator's Edge breaks down why Lachlan Murdoch paid a content company's price for a distribution
SpaceX SPCX: $161, +19%, and the Day Musk Became the World's First Trillionaire
SpaceX opened its first day of Nasdaq trading at $150 and closed at $160.95 — a 19% gain on the $135 IPO price. Intraday it briefly touched 30% above IPO, giving SpaceX a $2.25 trillion market cap and making Elon Musk the world's first trillionaire. Volume: 360 million shares by 2pm ET. The Deal Room walks through what day-one told us about the market's conviction, the retail-30% bet, and what $2T
4.2% Inflation Shock: May CPI Hits a 3-Year High and the Fed Won't Blink
May CPI came in at +0.5% month-over-month and 4.2% year-over-year — the largest annual gain in three years — driven by an energy surge tied to the Iran-US escalation. The Nasdaq fell over 2% intraday and the Fed now heads into its June 16-17 meeting with every reason to hold at 3.5-3.75% into 2027. What this means for portfolios, borrowers, and operators pricing their next 12 months.