🔥 Hot Takes Tuesday for 2025-03-04
Two hot takes on two stories that caught my eye on Tuesday.
🤖 + 💰 I expect to see more vertical M&A combinations in 2025 that create defensive moats and offensive bundles as the next mega rounds of investments are weighed against deploying capital for increasingly competitive buys.
https://www.techmeme.com/250304/p31#a250304p31
🤖 + 💰 Even a number like $3.5B is starting to sound normal in the ever shifting Overton window of AI related funding routs.
https://www.techmeme.com/250303/p29#a250303p29
