Dear hustlers, founders, operators and visionaries,

Anthropic is opening an 800-person London office and listing 52 roles paying up to £630,000. The talent war just moved continents. Meanwhile in Beijing, a humanoid robot finished a half-marathon in 50:26, nearly seven minutes faster than the human world record. Are we humans going to be the lame duck? Follow the Gradient and stay tuned.

🫶🏼 Melanie & Christian

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Your talk track for this week’s cocktail party

Adyen buys Talon.One for €750m

Dutch payments giant Adyen agreed to acquire Berlin-based loyalty and promotions API Talon.One for €750m. Talon.One does ~€60m ARR across 300+ merchants including Nordstrom and H&M, growing 30-40% annually. Adyen wants real-time decisioning to recognise a shopper and apply an offer before payment completes.

Aleph Alpha and Cohere merge at a $20bn valuation

Germany's Aleph Alpha is merging with Canada's Cohere to create a transatlantic alternative to US-dominated AI providers, valuing the combined entity at $20bn. Schwarz Group (Lidl's parent) leads a €500m Series E. The play is data sovereignty for defence, energy, finance and the public sector.

French weather data tampered with for a $34k Polymarket payout

Météo France filed a criminal complaint after temperature readings at Charles de Gaulle Airport spiked 4-5°C on the evenings of 6 and 15 April, coinciding with Polymarket bets on Paris exceeding 64°F. One trader turned $119 into $21,398 in profit. Suspected method: a lighter or hairdryer held to the sensor.

What do you meme?

Food for thought

Is non-AI the best opportunity?

What is the "forward deployed GTM"?

Is "forward deployed" becoming the new status label for every customer-facing role. This essay argues that as LLMs commoditise the writing of code, the value shifts to distribution, in turn AEs and CSMs get rebadged with titles that sound more technical and more strategic.

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