14 subscribers
Go offline with the Player FM app!
Podcasts Worth a Listen
SPONSORED


M&A in 2025
Manage episode 474614030 series 2877784
The M&A markets are in a tough situation. Transactions are harder to get done and exits just not happening. To sort out where this is all going, Scott Denne and Brenon Daly return to the podcast with host Eric Hanselman. Investors across technology have portfolios that are getting long in the tooth. They need exits to return value to their funds, but there are limited options. The IPO market is tentative, at best.
At the same time, strategic investors are stepping back as they spend on AI. Capital expenditures continue to grow, with hyperscalers shelling out billions to expand their own infrastructure, as well as investing in AI startups. Google’s acquisition of Wiz is a massive transaction, but it is dwarfed by the ongoing internal investments. How far does this go and what will be the return on these investments?
More S&P Global Content:
For S&P Global Subscribers:
- Shifting AI exits
- The public-private divide
- If not Wiz, who?
- Tech leads the way up and down on Wall Street
Credits:
- Host/Author: Eric Hanselman
- Guests: Brenon Daly, Scott Denne
- Producer/Editor: Adam Kovalsky
- Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
103 episodes
Manage episode 474614030 series 2877784
The M&A markets are in a tough situation. Transactions are harder to get done and exits just not happening. To sort out where this is all going, Scott Denne and Brenon Daly return to the podcast with host Eric Hanselman. Investors across technology have portfolios that are getting long in the tooth. They need exits to return value to their funds, but there are limited options. The IPO market is tentative, at best.
At the same time, strategic investors are stepping back as they spend on AI. Capital expenditures continue to grow, with hyperscalers shelling out billions to expand their own infrastructure, as well as investing in AI startups. Google’s acquisition of Wiz is a massive transaction, but it is dwarfed by the ongoing internal investments. How far does this go and what will be the return on these investments?
More S&P Global Content:
For S&P Global Subscribers:
- Shifting AI exits
- The public-private divide
- If not Wiz, who?
- Tech leads the way up and down on Wall Street
Credits:
- Host/Author: Eric Hanselman
- Guests: Brenon Daly, Scott Denne
- Producer/Editor: Adam Kovalsky
- Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
103 episodes
All episodes
×

1 NRF conference shows AI challenges and rewards 26:01






1 Challenges in Critical Infrastructure Security 29:41





1 Bonus Episode: RSA Conference Special Report 16:55







1 The Big Picture on AI, water and datacenters 22:57





1 Hosting and Cloud Transformation Summit is back! 23:42



1 Supply Chain Digitization and Sustainability 25:53
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.