Should we pull Saquon Barkley off the field on Sunday to file expense reports?

Morning skate lines: Tuch-Dubois-Wilson Ovechkin-Strome-Leonard A.Protas-I.Protas-Kyrou Jenner-Sourdif-Beauvillier Chychrun-Roy Fehervary-Liljegren Hutson-Desharnais Thompson first off and starts.

Today, Long Lake completed our $6.3B acquisition of Amex GBT. Long Lake acquires and transforms generational businesses with AI across the American services economy. Amex GBT is the travel partner for 17,500 businesses in 140 countries. Last year, Amex GBT booked 35 million trips for 10 million travelers. This marks Long Lake’s 40th acquisition, and our family of companies now employs nearly 30,000 people. We founded Long Lake three years ago with the thesis that AI is going to change every company, but there’s a large overhang between AI capabilities and how most businesses leverage AI tools. We partner with strong, profitable, and growing businesses to help them deploy AI and improve their customer service. Our first cohort of companies has doubled their EBITDA in less than two years through topline and productivity growth, all while increasing headcount. (We’re proud to say that we’ve never conducted a layoff.) We’re excited to share a bit more about what we’ve been up to.

My conversation with @ZachBDell, co-founder of @basepowerco. 0:00 Energy Abundance & the Power Demands of AI 6:15 How Batteries Make the Grid More Efficient 9:09 Early Ventures & the Insight Behind Base 15:34 We Don't Sell Batteries. We Sell Electricity. 22:25 How Base Works With Utilities & Competes for Customers 30:44 Learning From Michael Dell: The "Dad Terminal" 32:22 Vertical Integration & Lessons From SpaceX 39:34 Writing Clearly & Making Time to Think 44:53 North Stars, Turtles & Relentless Execution 53:55 Learning From Great Founders & Building a Beloved Brand 56:27 What's Your Constraint? 1:06:26 Base Core & Taking Control of Manufacturing 1:11:02 A Lifelong Mission & the Last Company He'll Build Includes paid partnerships.

Today, we're launching Base Core, our own battery designed & built in Texas, and announcing our $1B Series D to bring it to homes across the country. Three years ago, we started Base with a belief that batteries were the unlock to energy abundance. We saw battery storage as the foundation of a modern energy system, and believed we could win the market with vertical integration, technology, and relentless execution (what we now call Base Pace). So we set out to build a network of distributed batteries to deliver affordable, reliable electricity to homeowners and utilities. While the job is far from finished, the launch of Base Core is the most meaningful step in that plan. We’ve spent the last few years learning hard lessons about building a distributed battery fleet, going from 1 install per day in June of ‘24 to 100 installs per day in June of ‘26. These lessons - how the battery is shipped, installed, used, and monitored - informed the design of Core. Now, Core will be the foundation of the company's next phase of growth. Base Core is a first-of-its-kind home battery. At ~40 kWh it is 3x the size of most home batteries, providing up to 36 hours of backup for the average home. In the event of multi-day outage, Core is equipped with a (first of its kind) generator port - pull out a small portable generator and charge the battery back up to keep your home running as long as you need. When an outage does happen, the backup is seamless - most members won't even notice the grid went down. It's built to withstand Texas summers, Chicago Winters, and everything in between. And finally, it’s manufactured by our team in Austin, at Base Factory 1, right across the street from our HQ. This new capital will bring Core to more homes and to accelerate our ambition beyond batteries. The round is co-led by Ribbit, Addition, Valor, and JP Morgan, with participation from new major investors D1, Sands, Coatue, Layer Global, and Energy Impact Partners. All of Base’s major existing investors are re-investing, including Thrive, Altimeter, Lightspeed, a16z, CapitalG, Trust, and more. This brings our valuation to $13B. As we enter the most important growth period in the history of the electricity industry, our mission has not changed - advance human prosperity by delivering the world's most affordable and reliable electricity. Our strategy has not changed - technology, plus vertical integration, plus relentless execution, leads to a compounding cost advantage. What has changed is the scope of our ambition - this new capital, along with the team and capabilities we've built over the last three years, positions us to build technology across the electric stack, including what it takes to serve surging demand from AI, and to deepen our partnerships with utilities as they work to meet rising demands. Electricity is the largest and most essential industry in the world, and it does not have a defining technology company. The company that delivers the most affordable, reliable power will be one of the largest and most impactful companies in the world. We intend to build it. If you'd like to join us, reach out. Onwards. basepowercompany.com/core.

Today, we're introducing Lassie and $47M in funding led by a16z. We're building AI that runs small businesses, starting with doctors' offices. Lassie is already trusted by 700+ practices across the country, working autonomously to provide them with 30 hours of labor per month. To get here, we first had to leave Robinhood and Superhuman to work in offices ourselves. Here's how that went.

1/ We’ve raised over $1B at a $26B valuation, led by @Lux_Capital, @generalcatalyst, and @8vc. Our enterprise usage has grown >10x since the start of this year, and our run-rate revenue grew to $492 M. We launched Devin two years ago as the first AI software engineer. Since then, cloud agents have gone from niche to mainstream, and today they are the fastest growing way to create software.

BREAKING