Hot Takes Tuesday for 2024-06-18

Hot Takes Tuesday for 2024-06-18

Off the cuff analysis in a rapid fire format.

A few things that caught my attention today in big funding and M&A moves in tech.

Funds, Funding, and M&A

https://www.techmeme.com/240618/p25#a240618p25

๐Ÿ“Š + โš–๏ธ Expect more breathless coverage of relative market cap jockeying between Apple, Microsoft, as the FAANG, MAANG, etc. swap out letters or do enough M&A with stock for the EU and US Government to determine whoโ€™s ripe for disassembly.

https://www.techmeme.com/240618/p15#a240618p15

๐Ÿšš + ๐Ÿค– Fun fact: When I lived in Las Vegas just over a decade ago, there were parts of the highway system between Nevada and Arizona that were approved for semi-autonomous trucking.

https://www.techmeme.com/240618/p2#a240618p2

๐Ÿ”ฎ + ๐Ÿค– While I donโ€™t use my college degree much (Materials Science and Engineering), it is fascinating to see how the quest for novel or first mover advantage in materials science is approaching A.I. alchemy status.

https://www.techmeme.com/240614/p2#a240614p2

๐Ÿง™ + ๐Ÿค– Same thing. Just replace alchemy with potions. But seriously, consider the fact that potential MRSA remedies date back to a time where slathering on garlic, onions, wine, and bile was probably cutting edge proper compounding at the time.

https://www.techmeme.com/240618/p17#a240618p17

๐Ÿ” + ๐Ÿค‘ As the appetite for Enterprise cybersecurity size M&A enjoys big bets status for the next 2-3 years, I expect higher velocity MSSP and cybersecurity related deals like this to continue in 2024.


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