Consolidation just moved from bundling to buying: Descartes acquired last-mile delivery platform Drivin for $30M — putting an actual market price on last-mile execution data — while record H1 venture funding ($510B globally) keeps concentrating on real-world infrastructure and domain-specialized AI, the exact intersection daXos occupies. On the demand side the evidence hardened: retailers now name unifying data as the gating step for supply-chain AI, and 85% of executives are raising AI budgets while only ~10% have AI live in workflows — a gap that stalls on data, not models. Underlying trend vs the past week: first product bundling (Motive's multi-signal SKU), then TMS platforms absorbing telematics, now outright M&A on the data layer — the neutral, AI-ready alternative gets scarcer and more valuable each week.