Monetization Flywheel

Monetization Flywheel

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M&A

Usage metering is getting absorbed
Salesforce acquired m3ter on June 8th. Adyen acquired Orb on June 11th.
Jun 13 • Stefan Kontschinsky
$160+B of AI M&A in 2025.
The 10 largest deals locked in architecture and control across four layers.
Dec 28, 2025 • Stefan Kontschinsky
© 2026 Stefan Kontschinsky · Privacy ∙ Terms ∙ Collection notice
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