Lucinda Shen

Sainsbury's merger talks, VC for golf, and Iron Path's new fund.

Monarch hit $100 million in ARR as it transitions from insights to action.

All the afternoon's deals

All the afternoon's deals

All the afternoon's deals

All the afternoon's deals

All the afternoon's deals

The uncommon clause underscores how much AI growth still depends on just a handful of major players.

AI is still in its infrastructure buildout, and hyperscalers are borrowing heavily to fund it.

All the afternoon's deals