Thrive buys ADT in an AI security deal backed by OpenAI, signaling a push from software into physical security and smart-home services.

Rivian is licensing its AI voice assistant to Volkswagen through their joint venture, expanding a $5.8 billion software deal.
Reddit is shifting toward logged-in users to fight AI scraping, offset weaker search traffic and boost monetization.
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Google makes Gemini a place to finish documents, not just draft them
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- 10 / 29 : Thrive’s ADT buyout signals a new phase of AI deal-making in physical security
- 10 / 29 : Rivian turns its Volkswagen deal into a software licensing play
- 10 / 29 : Reddit moves to put logged-in users at the center as AI search cuts into referrals
- 10 / 29 : WIRED says a contractor’s personal Claude Code account exposed Pentagon data on a secure network
- 10 / 29 : Google makes Gemini a place to finish documents, not just draft them




