Hosts: Carlos Mendez & Suki Nakamura

In this episode:

• Today we're covering Cohere's massive acquisition of Aleph Alpha, an AI agent gone rogue in San Francisco, and Adyen's nearly billion-dollar loyalty p...

• Carlos, let's start with what might be the biggest European AI consolidation we've seen. Cohere just announced they're acquiring Germany's Aleph Alpha...

• The numbers here are striking. Aleph Alpha raised $500 million just last year at a reported $2 billion valuation. Now they're being acquired in what l...

• But think about what Schwarz Group gains here. They're not just investing — they're getting direct access to Cohere's enterprise AI capabilities acros...

• I'm skeptical about the immediate ROI though. Schwarz operates on notoriously thin margins — typically 1-3% in discount retail. A $600 million investm...

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