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The first phase of the AI boom rewarded the companies building the technology.
Our technology expert Luke Lango thinks the next phase could reward the smaller companies those giants eventually decide they need to own.
In today’s Friday Digest takeover, Luke explains why Silicon Valley’s biggest AI players may soon find it faster to buy innovation than build it themselves – and why that shift could create a new generation of outsized winners for investors who get there early. Along the way, he lays out the framework he’s using to identify the kinds of companies that could become tomorrow’s acquisition targets.
Luke also expands on this idea during his free 2026 AI Megadeal Event on Thursday, July 30, at 1 p.m. Eastern, where he’ll walk through the strategy in greater detail and highlight one company he believes fits the pattern today. You can reserve your seat right here.
