Big Tech M&A

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Jan 22, 2022 by David Sacks · across every show →

Everything said about Big Tech M&A, oldest first

Jan 22, 2022 bearish
Prediction Not checkable as stated
Sacks predicts FTC regulatory uncertainty will chill Big Tech M&A activity
“I think the reaction of a lot of big tech companies, this is going to be to stop doing M and A until the situation gets clarified because they just don't know you know, targets are target companies are going to want to have huge breakup fees and it's just goin…”
David Sacks Jan 22, 2022 ▶ 39:04 E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
Apr 5, 2024 bearish
Prediction Not checkable as stated
Chamath: Republican administration will not significantly reopen big tech M&A
“I think the Democrats and the Republicans are really well aligned here. They don't like deals, and I don't think you're going to see a big sea change. They hate big tech for different reasons, but they equally want to slow them down.”
Chamath Palihapitiya Apr 5, 2024 ▶ 45:15 E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
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