MidGame

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

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