Mergers and Acquisitions
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AMD Acquires ZT Systems, AMD’s Integration, Substack In-App Purchases
AMD is acquiring ZT Systems in a bid to integrate AI system design and AI chips; then, more on Apple’s creator tax
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Why Apple Deserves Special Scrutiny, Paramount Merges with Skydance
Apple deserves special scrutiny from regulators, and Paramount demonstrates Hollywood’s commitment to irrationality.
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Databricks Buys Tabular, The End of Software?
Understanding why Databricks bought Tabular, and why there will still be a market for software in the future.
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Walmart Earnings, Walmart Connect and Closing the Loop, Walmart Acquires Vizio
Walmart is focused on building an advertising business, and acquiring a TV maker makes perfect sense in that regard.
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Microsoft Can Acquire Activision, The FTC vs. the Record, The FTC’s Failed Vendetta
Microsoft didn’t just win its case against the FTC: the totality of its victory calls into question the FTC’s legitimacy, and may lead to more acquisitions in the future.
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Friction Follow-Up, Databricks Acquires MosaicML
More on the trade-offs (and benefits) of Amazon’s scale, and initial reactions to Databricks’ acquisition of MosaicML.