2 Comments
User's avatar
Dave Halvorson's avatar

Unless the company is being disrupted and needs to innovate fast and their moat is being eroded. Ai is that inflection point where M&A speeds innovation. Internal dev be slow in same ways you mention stuck in bureaucracy as managers protect their pet projects. My hypothesis is that big company scale days are over and small and fast wins.

Expand full comment
Thomas Tcheudjio's avatar

Thanks Dave - AI Agent is hot in the M&A market right now. Big Tech buyers are on a buying mode instead of a building mode for assets that experiencing fast growth.

Expand full comment