In partnership with
Six Point Ventures is a first check conviction fund investing in vertical ai at pre/seed
2025 has already made one thing clear…. Enterprises are no longer debating whether to build internally or buy externally. They are buying because building is no longer viable at the speed, depth, and specialization the market now demands.
In 2025 TYD well over $100B has already been committed to tech M&A, almost entirely focused on AI, cybersecurity, infrastructure, developer tools, fintech, and deep vertical software. This isn’t opportunistic deal-making. It’s defensive and strategic.
Headline Tech Acquisitions in 2025
AI, Developer Tools & Platforms
OpenAI → io Products — ~$6.5B — AI-native consumer hardware and interface platform (May 2025)
OpenAI → Statsig — ~$1.1B — product experimentation and feature rollout analytics (Sept 2025)
Cognition AI → Windsurf — undisclosed — AI-first developer IDE and coding environment (July 2025)
IBM → Seek AI — undisclosed — enterprise AI data query and analytics platform (2025)
Cybersecurity
Google (Alphabet) → Wiz — ~$32B — cloud-native security posture and risk management platform (March 2025)
Check Point → Veriti — ~$100M+ — automated threat exposure and remediation platform (2025)
Fintech & Insurtech
Munich Re / ERGO → NEXT Insurance — ~$2.6B — digital SMB insurance underwriting and platform (March–July 2025)
Xero → Melio — ~$2.5B upfront, up to ~$3B total — SMB payments and accounts payable automation (June 2025)
Hardware, Chips & Infrastructure
Qualcomm → Alphawave — ~$2.4B — high-speed connectivity and silicon IP (2025)
Qualcomm → Ventana Micro Systems — undisclosed — RISC-V and CPU design (2025)
Qualcomm → Autotalks — undisclosed — vehicle-to-everything (V2X) communications chips (2025)
Qualcomm → Arduino — undisclosed — embedded hardware and developer ecosystem (2025)
Quantum & Frontier Tech
IonQ → Oxford Ionics — ~$1.075B — trapped-ion quantum computing systems (2025)
IonQ → Vector Atomic — ~$250M — quantum sensing and timing technology (2025)
IonQ → ID Quantique — undisclosed — quantum-safe encryption and random number generation (2025)
AI Data & Infrastructure (Strategic Stakes)
Meta → Scale AI (49% stake) — ~$14.8B implied — AI data labeling and training infrastructure (June 2025)
Why Enterprises Are Forced to BUY Instead of BUILD
This wave isn’t about talent shortages alone. It’s structural.
Modern AI-driven systems require:
Deep domain-specific expertise
Proprietary data access and labeling
Production-grade platform maturity
Teams with the motivation and velocity of founders, not internal roadmaps
Enterprises struggle with all four simultaneously.
Internal teams are optimized for stability, risk management, and incremental progress. The next generation of AI-native products requires speed, experimentation, and vertical depth. Those qualities rarely exist inside large organizations at scale.
What This Signals for Founders (Especially Vertical AI)
This acquisition cycle is highly selective.
Enterprises are not buying generic AI.
They are buying specific teams solving specific problems in specific industries.
What gets acquired:
Vertical-specific workflows embedded in real operations
Proprietary data pipelines others can’t recreate
AI systems trained on domain-unique edge cases
Teams that already understand regulatory, operational, and customer nuance
For founders, this means:
Horizontal tools face brutal competition
Vertical depth compounds value
Workflow ownership beats feature velocity
Distribution inside an industry matters more than model sophistication
What This Means for Investors
Capital is flowing toward companies that represent:
Shortcuts to capability for incumbents
Defensible positions built on expertise and data
Strategic leverage, not just ARR growth
The winners in this market are not “AI wrappers.”
They are infrastructure and workflow systems enterprises cannot afford to rebuild from scratch.
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