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Dealmakers Are Toasting a Solid Year for Tech M&A

Sunday Insights

Dealmakers Are Toasting a Solid Year for Tech M&A

U.S. tech mergers rebounded to their highest levels since 2021 this year, driven by big bets on AI and more tie-ups under a deal-friendly presidential administration. Total tech merger value reached $543 billion, more than the combined value of the past two years, according to data provider LSEG. Goldman Sachs and Qatalyst topped the charts for the year, both earning more than $400 million in fees.

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The ChatGPT Product Chief Responding to a ‘Code Red’

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Jessica E. Lessin

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What Happens At ‘Code Red’ OpenAI

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New Crypto Bank to be Unveiled by Billionaire Trump Backer Andy Beal

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X Shuts Down European Commission Ad Account

An X executive accused the commission of violating the platform’s rules for advertisers.

Apple Semiconductor Chief Contemplates Departure

Johny Srouji is currently senior vice president of hardware technologies at Apple

SpaceX Aims For 2026 IPO After Hitting $800 Billion Valuation

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Meta’s ‘Phoenix’ Mixed-Reality Glasses Delayed

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‘Diamonds and Turds’: How Hock Tan Turned Broadcom Into Nvidia’s Nightmare

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Meta Buys AI Device Startup Limitless

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Shares in DigitalBridge surged more than 30% following the report on the talks with SoftBank, reversing losses they had suffered this year.

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Netflix’s Warner Purchase is an $82.7 Billion Blunder

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Microsoft Shareholders Approve $96.5 Million Pay for Nadella, Appoint Walmart CFO to Board

Shareholders also voted to appoint Walmart CFO John David Rainey to the company’s board of directors.

EU Fines Elon Musk’s X $140 Million Over Blue Check, Data Issues

The EU cited several issues with X’s practices, including the “deceptive design” of X’s blue checkmark system.

Why Silicon Valley is Buzzing About Apple CEO Succession

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The New York Times Sues Perplexity

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What happens when Silicon Valley logs off—the trends, people and companies shaping tech culture.

Can Weight-Loss Drugs Be Fair in Sports? Serena Williams Just Raised the Stakes

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‘Diamonds and Turds’: How Hock Tan Turned Broadcom Into Nvidia’s Nightmare

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Netflix to Buy WBD for $82.7 Billion

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Amodei’s Advantage Over Altman Comes Into View

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When Will We See a $100 Billion-Valuation Startup Go Public?

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Microsoft Wants to Sell Software Subscriptions—to AI Agents; AWS’ AI Fallback Plan

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Kevin McLaughlin

Google’s Cloud Partner for Its AI Chips Is in Talks to Raise $700 Million

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Anthropic’s CEO Says He Doesn’t Do ‘Code Reds’

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Satellite Startup Set to Quadruple Valuation to $3 Billion

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Community Commentary

Xuanda ChengFounder, CeoDada

on… OpenAI CEO Declares ‘Code Red’ to Combat Threats to ChatGPT, Delays Ads Effort

If you just look at Google Trend, the search term ChatGPT is declining in November by 20%. That is the real reason why Altman initiated Code Red.

Peter Burrows

on… Why Silicon Valley is Buzzing About Apple CEO Succession

Cook could make a far greater contribution to Apple shareholders, and all shareholders, in the long run by showing some political leadership and using Apple‘s massive influence to fight for the rule of law, economically sane policies, and to defend democratic norms. That’s a lot to lay on a single person, I realize. But few executives have the platform and the proven record for effective leadership that he does. But so far he has been woefully disappointing on this front.

Brian ShilhavyCEO/FounderHealthy Traditions

on… ‘Diamonds and Turds’: How Hock Tan Turned Broadcom Into Nvidia’s Nightmare

Jemima McEvoy, Qianer Liu and Wayne Ma - THANK YOU for an amazing piece of journalism! It took me most of my morning in intervals while I worked to get through this entire article, and it was well worth the time! I can't even imagine how much time it took for the three of you to put this all together!