Tue. 03/18 – The Big M&A Test I Was Waiting For
Mar 18, 2025•16 min
Episode description
We get that first big test of M&A I was looking for as Alphabet acquires Wiz. Is Roku going to force us to watch ads just to turn on our TVs? The AI coding assistant space continues to be hot. The breakthrough in electric vehicle charging that could really change the game. And what exactly does Lumon Industries do?
Sponsors:
Links:
- Google Strikes $32 Billion Deal for Cybersecurity Startup Wiz (WSJ)
- “Awful”: Roku tests autoplaying ads loading before the home screen (Ars Technica)
- Critical RCE flaw in Apache Tomcat actively exploited in attacks (Bleeping Computer)
- Cognition AI Hits $4 Billion Valuation in Deal Led by Lonsdale’s Firm (Bloomberg)
- BYD Shares Jump to Record on Five-Minute EV Battery Charging (Bloomberg)
- They Named Their Companies Lumon. Then ‘Severance’ Aired. (WSJ)
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