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M&A / Private Markets

avg score 8.0 · 1 pods
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1
net direction
100%
tail / head / mixed / risk
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tailwind · 1
  • AI-native operators (Stripe, Block, Cohen) buying stale digital incumbents (PayPal, eBay) to 'AI-ify' operations
    david friedberg · All-In Podcast
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M&A / Private Markets
score 8/10
TAILdavid friedberg·All-In Podcast·24 days ago
AI-native operators (Stripe, Block, Cohen) buying stale digital incumbents (PayPal, eBay) to 'AI-ify' operations
Post-election M&A resurgence: PE + strategic consortia target non-founder-run digital assets with distribution but legacy tech. Bending Spoons proves roll-up model: buy Web 2.0 assets, install AI-first operators, cut costs, print cash. SpaceX distributions restoring LP confidence. Venture shifting from IPO to M&A exits.
24:10