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Friends,Big week for clients. Two pieces from my desk. Cerebras finally printed. Here is the docket.Last Week (May 11 to 15)Foley represented Mirantis in its $625M all-stock sale to IREN. Congratulations to the Mirantis team. Kubernetes infrastructure, the k0rdent AI platform, and the NVIDIA AI Cloud Ready ISV relationship all going to IREN. Mirantis continues as a

Friends,In last month’s newsletter, we highlighted how venture capital (VC) has stabilized heading into 2026 but is increasingly concentrated, with artificial intelligence (AI) and software as a service (SaaS) capturing outsized funding as investors prioritize scale, traction, and predictable revenue, while capital pulls back from longer‑duration sectors facing exit and macro uncertainty. We also