Mergers

topic on 5 shows · 9 statements across 8 episodes

Masters of Scale Capital Allocators Top Founders the a16z Podcast All-In

9 statements about Mergers, every show

Catmull: Fast-changing creative industries require autonomous studios rather than centralized mergers
“An industry that's changing quickly, as this one is, we're far better off if the individual studios can actually bring their own view to it and move quickly and not become ponderous because we've merged everything together.”
Ed Catmull Dec 5, 2023 ▶ 43:53 Pixar's Ed Catmull: Throw out your rules | Masters of Scale
CAPITAL ALLOCATORS Assertion Supported
Corre: Biden Administration Has Mostly Failed in Merger Antitrust Challenges
“Generally speaking, the administration has not been successful in those challenges.”
Isaac Corre Oct 16, 2023 ▶ 18:04 Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
ALL-IN Opinion
Sacks: Regulators should target anti-competitive tactics instead of blocking mergers
“What I said in the context of tech is that we should focus on the anti-competitive tactics and stop those rather than blocking all mergers.”
David Sacks May 19, 2023 ▶ 59:08 E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
Monk: Australian superannuation fund mergers act as natural innovation drivers
“I think the mergers that you're seeing in Australia are a natural driver of innovation. You're bringing these big teams together, smushing them and seeing what are the best practices that emerged.”
Ashby Monk May 1, 2023 ▶ 41:21 Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Tepper: US antitrust regulators have blocked almost no mergers
“And in industry after industry, what's happened is that the DOJ and the FTC over the years, the level at which they will scrutinize mergers has sort of gone up and up. And then effectively, they've blocked almost no mergers and scrutinized almost no mergers.”
Jonathan Tepper Oct 7, 2019 ▶ 38:37 Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
CAPITAL ALLOCATORS Assertion Supported
Tepper: Mergers Leaving Fewer Than Six Competitors Drive Up Prices
“There's extensive evidence that mergers, particularly under six players, lead to higher prices.”
Jonathan Tepper Oct 7, 2019 ▶ 42:03 Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
a16z Insight
Buterin: Splitting Networks or Companies Can Generate More Value Than Mergers
“There are times when a split actually can increase total value. Outside of blockchain lands, one of the examples of this is that there's been some fairly decent amount of research, like you, if you read some of the behavioral economists, so condiment and so fo…”
Vitalik Buterin Jan 2, 2019 ▶ 30:09 a16z Podcast | Ethereum, App Coins, and Beyond
a16z Insight
Levine: Most tech mergers fail due to sales and go-to-market confusion
“Most of these mergers fail because the go-to-market is muddled and the sales organization is, is muddled after the merger, you know, after the merger happens.”
Peter Levine Jan 2, 2019 ▶ 28:27 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
Snow: Organizational silence kills most mergers, not cultural conflict
“Is what, when you dig deep, what normally kills most mergers, and most synergy in mergers, is they, ah, they didn't, ah, they actually, they had what was called organizational silence.”
Shane Snow Oct 16, 2018 ▶ 17:26 1179 Why Co-Founder of $20m ARR Company Took Sabbatical to Write "Dream Teams"

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