Glean went from $100M to $300M ARR in 15 months. The platform cuts enterprise AI compute costs through context graphs, competing with Google, Microsoft, and OpenAI.
Asana acquires StackAI for $75 million, a no-code agent builder. The company repositions as the OS for human-agent teams after losing 50% of its market cap.
Microsoft ends Claude Code licenses in its Experiences & Devices division by June 30, 2026. Token-based billing proved unsustainable: $500–$2,000 per engineer per month.