🚀 60% of CEOs expect a recession within 6 months

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Big Tech Has Spent Billions Acquiring AI Smart Home Startups

The pattern is clear: when innovative companies successfully integrate AI into everyday products, tech giants pay billions to acquire them.

Google paid $3.2B for Nest.
Amazon spent $1.2B on Ring.
Generac spent $770M on EcoBee.

Now, a new AI-powered smart home company is following their exact path to acquisition—but is still available to everyday investors at just $1.90 per share.

With proprietary technology that connects window coverings to all major AI ecosystems, this startup has achieved what big tech wants most: seamless AI integration into daily home life.

Over 10 patents, 200% year-over-year growth, and a forecast to 5x revenue this year — this company is moving fast to seize the smart home opportunity.

The acquisition pattern is predictable. The opportunity to get in before it happens is not.

INVEST BEFORE BIG TECH MAKES THEIR MOVE

_{Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.}

Market Overview
Read time 1.4 minutes

Year To Date Performances:

1. Consumer sentiment plummeted in April, hitting 50.8—its second-lowest reading since 1952—according to the University of Michigan's mid-month survey, with inflation expectations surging to levels not seen since the early '80s. One-year inflation fears soared to 6.7%, the highest since 1981, while five-year expectations ticked up to 4.4%. The decline was broad-based, spanning all demographics, and driven by mounting concerns over inflation, personal finances, and the labor market. With President Trump’s tariff policy looming large, fears of a recession are intensifying, despite recent data showing cooling price pressures.

2. Pfizer is ending development of its once-daily oral weight loss pill, danuglipron, after a patient in a trial experienced a liver injury likely caused by the drug. Though the patient’s liver enzymes returned to normal after stopping the pill and they had no symptoms, Pfizer opted to halt the program after reviewing all clinical data and regulatory feedback. This marks another setback in Pfizer’s push into the booming GLP-1 weight loss market, where it lags behind leaders like Novo Nordisk and Eli Lilly. Despite this, Pfizer is still developing other obesity drugs and sees the space as a long-term priority.

3. Meta is set to face the FTC in a landmark antitrust trial that could force it to divest Instagram and WhatsApp, with the agency arguing the acquisitions stifled competition in the personal social networking market. The trial, expected to last several weeks, hinges on whether Meta’s dominance harmed consumers by avoiding competition rather than earning it. While Meta insists it competes with platforms like TikTok and YouTube, the FTC claims no true alternative exists for users seeking to stay connected in a shared social space. The outcome could reshape how U.S. antitrust law applies to Big Tech, especially as the political landscape shifts under a new Trump administration.

4. Headlines

   1. Intel is selling its majority stake in Altera for $4.46B to help fund its own operations.

   2. Ray Dalio believes that the US could be headed towards something worse than a recession if there is a breakdown in the bond market.

   _{* This is sponsored content.}

Are you looking to grow your business? Here is how I can help: 

📱Book a Strategy Call to get 1:1 feedback on your pitch, pitch deck and/or fundraising strategy. (If you need general startup advice, then reply to this email, and I’ll let you know if/how I can help.)

Take From the Rich, Give to the People, Big Data’s Robinhood

Big tech uses our data to pad their pockets. Facebook alone makes $42B a year. But modern-day Robinhood, $MODE, allows everyone to share in the profits. 45M+ users and $60M+ in revenue later, Mode prepares for an IPO.

Invest before 5/1 price change.

_{*An intent to IPO is no guarantee that an actual IPO will occur. Please read the offering circular and related risks at invest.modemobile.com.
*The Deloitte rankings are based on submitted applications and public company database research.}

Onwards and Upwards,

Liam Gill