M&A deals

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 23, 2023 by Chamath Palihapitiya · across every show →

Everything said about M&A deals, oldest first

Dec 23, 2023 bearish
Prediction Didn’t hold up
Chamath: You cannot underwrite a $20 billion deal in any industry
“I don't think you can underwrite to get a twenty billion dollar deal done in any industry.”
Chamath Palihapitiya Dec 23, 2023 ▶ 44:57 E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
Mar 22, 2025
Insight
Chamath: M&A deals depend on growth acceleration, not just growth rate
“It's never about the rate of change when you're trying to do a deal. It's always about the rate of change of the rate of change.”
Chamath Palihapitiya Mar 22, 2025 ▶ 54:25 White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
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