Breakfast News: Unity Software – Measure Twice!

Silver Lake and Saudi Arabia's Public Investment Fund are reportedly in talks to acquire Unity Software at a reported $25 billion valuation (~$55/share). The Motley Fool believes this undervalues the company and suggests $75.04/share is more appropriate given Unity's strong Vector AI advertising engine growth (126% YoY) and path to profitability. Meanwhile, CoreWeave's strong revenue growth (168%) and massive backlog reassure on AI demand, but its $709M loss and $46.9B debt raise questions about sustainability. Anthropic's IPO valuation came in below expectations, signaling investor caution on AI spending and returns.