Mergers and Acquisitions
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OpenAI Acquires io, OpenAI’s Strategic Positioning, Apple’s Worsening AI Problem
OpenAI is acquiring io, Jony Ive’s hardware company. Is the company actually focused on displacing Apple? Apple needs to spend big in response.
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OpenAI Restructuring, Microsoft’s Rights, Simo and Windsurf
OpenAI is tying up all its loose ends in preparation for being the user interface for AI
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YouTube TV, Wiz, and Why Monopolies Buy Innovation
Google could aggregate TV, but it might not have the product capability; that’s a convoluted way of explaining why buying Wiz is a good idea
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Stripe Acquires Bridge, Stablecoins, Platform of Platforms
Stripe acquired Bridge, a company that builds infrastructure around stablecoins. Is this how crypto becomes a new payment rail?
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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.