Good morning. Two rippin’ pieces by my Fortune colleagues that are worth your time today.

The first: Michal Lev-Ram’s look inside Wiz, the cloud security company Google acquired for $32 billion in March in one of the biggest tech deals of the decade.

The second: Sharon Goldman’s look at “AI winters” and how tech spenders should think about concerns over AI’s elusive ROI.

Today’s tech news below. —Andrew Nusca

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