M&A

6 statements across 6 episodes · 2 bullish · 3 bearish · 4 people on the record · first statement Dec 22, 2023 by Brit Morin · across every show →

Everything said about M&A, oldest first

Dec 22, 2023 bullish
Prediction Open · timeframe Dec 2024
Britt Morin: M&A activity and IPOs will increase in 2024
“I still think there's going to be more MNA next year too, because a lot of companies are continuing to like dwindle and can't find footing and funding. But I also do predict, and I don't know if we're in prediction territory yet, but I do predict the IPOs beco…”
Brit Morin Dec 22, 2023 ▶ 16:05 #28: What We Got Right and Wrong in ’23 and Calls for ’24 · More or Less Podcast
Jun 21, 2024 bearish
Prediction Not checkable as stated
Gil: Tech M&A will remain constrained by FTC and global regulators
“I think the M&A environment is going to be constrained due to our current FTC slash the more global regulatory viewpoint on whether they want M&A to happen or big tech to get bigger.”
Elad Gil Jun 21, 2024 ▶ 11:42 #52: Elad Gil on What to Build in AI (Part II) · More or Less Podcast
Jul 5, 2024 bearish
Prediction Not checkable as stated
Sam Lessin predicts no major M&A deals will get done currently
“No M&A is going to get done right now.”
Sam Lessin Jul 5, 2024 ▶ 13:01 #54: Sun Valley, Tennis and Robots: Summer Adventure Preview · More or Less Podcast
Nov 15, 2024 negative
Insight
Sam Lessin: Tech acqui-hires and tuck-in acquisitions are rarely worth doing
“I think companies have learned that most of these tack on type things and certainly acquires just aren't worth it. Right. It's like better to double down on your core business. You can build whatever you want yourself.”
Sam Lessin Nov 15, 2024 ▶ 35:46 #73: Elon to Lead DOGE, Bitcoin Surges & the Trump Alliance · More or Less Podcast
Dec 6, 2024 positive
Opinion
Levie: Restricting tech M&A halts the full cycle of innovation
“I probably favor more allowance for M&A to happen. I think there's been some kind of, you know, dubious cases around, you know, why can't iRobot get, get bought by Amazon? Why can't Facebook buy Meta, buy, buy the Giphy or whatever, the 50 person VR company? L…”
Aaron Levie Dec 6, 2024 ▶ 24:15 #76: In a World with 99.99% Accurate AI… (feat. Aaron Levie) · More or Less Podcast
Jul 17, 2026
Disclosure
Brit Morin: Several portfolio companies are in active M&A processes
“I have a number of companies that are in M&A processes, so I do think there are real acquisitions that are gonna happen.”
Brit Morin Jul 17, 2026 ▶ 2:06 Open Source AI Wins. Now Labs Are Running to Washington |Thinking Machines, Johnny Ive, Realtime API · More or Less Podcast
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