Old playbooks loved the phrase “bolt-on.” It still shows up in banker decks, but AI-native platforms don’t bolt anything—they absorb it. Integrations that used to feel like organ transplants now feel like seconds-long software updates. Need proof? Last week delivered three textbook plays: Waystar × Iodine Software — $1.25B to erase the healthcare claims-denial choke … Read more
The market is shifting fast. Money is no longer chasing one-off features that look good on their own. It is backing the integrators who can connect proven technologies into an AI-ready backbone and make the stack smarter overnight. That shift is already visible in recent deals. Platforms are acquiring friction-killers, folding them into live data … Read more
Old playbooks loved the phrase “bolt-on.” It still shows up in banker decks, but AI-native platforms don’t bolt anything—they absorb it. Integrations that used to feel like organ transplants now feel like seconds-long software updates. Need proof? Last week delivered three textbook plays: Waystar × Iodine Software — $1.25B to erase the healthcare claims-denial choke … Read more