The hottest Acquisitions Substack posts right now

And their main takeaways
Category
Top Finance Topics

Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration

SemiAnalysis • 4849 implied HN points • 30 Aug 23
💼 Business Tech Acquisitions Networking Software Revenue
  1. Broadcom is the second largest AI chip company in the world behind NVIDIA, driven by Google's TPU ramp.
  2. Broadcom's strategy involves acquiring companies with strong products, cutting costs, and focusing on core products.
  3. Broadcom has diversified segments including wireless, networking, and custom silicon, with a focus on efficiency and stable growth.

How Crowdstrike fails

Frankly Speaking • 305 implied HN points • 15 Feb 24
🕹 Technology Cybersecurity Companies Cloud Acquisitions Challenges
  1. Crowdstrike initially succeeded by focusing on incident response, not just products, which differentiated them from competitors like Symantec.
  2. The company's expansion into adjacencies and acquisitions, like PAM and logging, is an effort to move from endpoint protection to a broader platform play for sustained growth.
  3. Crowdstrike may face challenges if they don't adapt successfully to selling to DevOps, security engineers, and managing acquisitions, risking plateauing growth and loss of market interest.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

AI Roundup 058: Devin and SIMA

Artificial Ignorance • 42 implied HN points • 15 Mar 24
🕹 Technology AI Robotics Governance Bioweapons Acquisitions
  1. Capable autonomous agents are an upcoming frontier in AI, with Devin showcasing potential in software development and SIMA displaying versatility in video games.
  2. OpenAI's board expands with new members, and the company makes strides in partnerships and technology development.
  3. Global concerns arise around the use of AI for bioweapons, leading to agreements to prevent misuse, alongside AI-related vulnerabilities and challenges in AI governance.

🚪 A filmmaker SaaS acquired for $15k

No-Code Exits • 117 implied HN points • 26 Jan 24
💼 Business Entrepreneurship Tech startups Marketing Acquisitions No Code
  1. Starting small and testing ideas is important to reduce risk and adapt quickly based on feedback.
  2. Creating revenue-driven and sustainable businesses that do not rely on external funding is crucial.
  3. Learning and mastering no-code tools like Bubble can lead to successful ventures with lower maintenance costs and faster shipping times.

$650 Million for Casetext & $1.3 Billion for MosaicML + Massive New AI Funding Rounds Mean Great Week for Generative AI

Newcomer • 963 implied HN points • 30 Jun 23
💼 Business AI Startups Acquisitions Funding Rounds Investors
  1. Significant AI startup acquisitions and funding rounds indicate a strong interest in generative AI technology.
  2. Acquisitions like Thomson Reuter's $650 million purchase of Casetext show genuine value placed on generative AI by established companies.
  3. MosaicML, with a $1.3 billion acquisition by Databricks, is contributing to the hype around AI startups, despite some skepticism over valuation.

How an acquisition fails

benn.substack • 711 implied HN points • 21 Jul 23
💼 Business Acquisitions Data products Tech industry Company strategy Market Trends
  1. Tech acquisitions can be risky due to various challenges like incompatible technology stacks and cultural differences.
  2. Strategic fit doesn't guarantee success in acquisitions, as seen in the example of Sisense buying Periscope.
  3. Future success in the modern data suite industry may depend on adapting to AI advancements and evolving customer needs.

Can AMD beat Nvidia in the AI Race?

Golden Pineapple • 31 implied HN points • 07 Mar 24
🕹 Technology Artificial Intelligence Acquisitions Semiconductors Data Analysis Software
  1. Nvidia has been a market leader with high-performance chips for GPT models, positioning them well in the AI competition.
  2. AMD is making strategic moves in AI, such as diversifying into software through acquisitions like Nod AI, to challenge Nvidia's dominance.
  3. Both Nvidia and AMD are eyeing potential acquisitions in AI-related sectors, with AMD's recent chip advancements showing promise in the competition.

446: ICE + Black Knight + Constellation, Meta, ARM IPO, Starlink & Cloudflare, Toyota, Novo Nordisk, Exoplanets, and Flipside

Liberty’s Highlights • 432 implied HN points • 13 Sep 23
💼 Business Acquisitions Technology Film Nuclear power Astronomy
  1. Vacations are a skill that take practice to unwind and recharge.
  2. Meeting online friends in person can enhance relationships and bring new perspectives.
  3. Partnerships between companies like Cloudflare and Starlink aim to improve services for customers.

Market Movers - 20 October 2023

The Wolf of Harcourt Street • 314 implied HN points • 20 Oct 23
💰 Finance Stocks Earnings Investor Relations Acquisitions Logistics
  1. PepsiCo exceeded analyst estimates in Q3 earnings by focusing on consumer interaction and pricing for smaller packs.
  2. Adyen's Investor Relations Update hints at strong Q3 results and their launch of Tap to Pay for Australian retailers.
  3. Block, previously Square, made another costly acquisition with Hifi, a music-focused fintech startup, following previous less successful deals.

Who's top of Steam Next Fest for October 2023?

The GameDiscoverCo newsletter • 255 implied HN points • 16 Oct 23
🕹 Technology Games Indie games Game Development Acquisitions
  1. The top games at Steam Next Fest for October 2023 were a diverse mix of genres and styles, with a focus on deep building and crafting mechanics.
  2. There is a discussion about the existence of an 'indie games bubble,' highlighting challenges in funding new games and market saturation.
  3. Game discovery news includes updates on Microsoft's acquisition of Activision Blizzard, Sony testing PC trophies for PSN, and Epic Games Store's new features.

1/23/2024: Netflix Earnings Beat Expectations

depression2022 • 58 implied HN points • 24 Jan 24
💼 Business Earnings Subscribers Streaming Finance Acquisitions
  1. Netflix earnings beat expectations: Revenue and subscriber growth exceeded predictions.
  2. Netflix's efforts to combat account sharing and increase subscription fees have proven successful in boosting profits.
  3. Netflix making strategic investments, such as acquiring exclusive rights to WWE's Raw, to expand its content offerings and enhance growth.

Here's What Happened; Reddit IPO, Walmart-AdTech Revolution & New Marketing Guides

The Social Juice • 24 implied HN points • 25 Feb 24
💼 Business Marketing Advertising E-commerce Acquisitions
  1. Recent updates include Reddit's IPO details, Meta expanding Creator Marketplace, and Walmart's acquisition of VIZIO to boost AdTech.
  2. Pinterest's unique B2B campaign mix, X offering new features for non-premium users, and TikTok's global advancements are trending in the marketing world.
  3. Various agencies are making significant moves, like Build-A-Bear naming KNOWN as its Agency of Record and Mod Op acquiring Red Tettemer O'Connell+Partners.

✨ Building a Modern Constellation Software

Overlooked by Alexandre Dewez • 196 implied HN points • 17 Apr 23
💼 Business Venture Capital Software Acquisitions Entrepreneurship
  1. The world has changed since the inception of Constellation Software in 1995.
  2. A new player cannot directly compete with Constellation Software's acquisition strategies and existing relationships.
  3. Building a modern software conglomerate would require focusing on growth, quality, and building synergies rather than mimicking Constellation Software's exact model.

How to Find Founder-Market Fit

Startup Pirate by Alex Alexakis • 196 implied HN points • 24 Mar 23
💼 Business Startups Entrepreneurship Acquisitions Investments Jobs
  1. Founder-Market Fit is crucial for startup success - ensure you are well-suited for the market you are targeting.
  2. Assess market dynamics, business model, key activities, and industry culture to determine your fit in a specific market.
  3. If you face Founder-Market (un)Fit, consider solutions like finding a co-founder, getting social proof, building a strong executive team, or exploring new opportunities.

✨ Constellation Software - Rolling Up Vertical Market Software

Overlooked by Alexandre Dewez • 176 implied HN points • 13 Mar 23
💼 Business Management Acquisitions Culture Data-driven
  1. Constellation Software is a Canadian company that has achieved success by acquiring vertical market software businesses
  2. The key ingredients behind Constellation Software's success include a decentralized culture, disciplined M&A strategies, and strong fundamentals in the businesses they acquire
  3. Vertical Market Software businesses have strong fundamentals, are mission-critical, face low competition, and are capital-efficient

Issue #101: Capital One To Buy Discover For $35.3b, Monzo Eyes £4b Valuation, And FairMoney In Talks To Buy Umba

Fintech Radar • 6 implied HN points • 28 Feb 24
💼 Business Fintech Investments Acquisitions Startups Compliance
  1. Capital One's acquisition of Discover for $35.3 billion aims to boost competitiveness in the payments network but may face regulatory challenges due to concerns about bank consolidation.
  2. Monzo's potential £4 billion valuation in a funding round signifies ongoing investor interest in neobanks adapting to profitability and growth in the consumer fintech market.
  3. FairMoney's talks to buy Umba in a $20 million deal show a trend of consolidation in fintech markets like Africa, where companies navigate challenges to serve a growing demand for digital financial services.

Revise and resubmit

SuperJoost Playlist • 78 implied HN points • 24 Aug 23
💼 Business Acquisitions Market Trends Gaming Industry
  1. Microsoft has submitted a revised proposal to buy Activision Blizzard to address concerns from the UK's competition regulator.
  2. Ubisoft has secured cloud gaming rights to Activision titles from Microsoft, potentially impacting the gaming market.
  3. There is a shift in the European games market dynamics due to financial challenges facing major game makers like Embracer.

Taking Responsibility Without Sliding Into Shame

Suzan's Fieldnotes • 78 implied HN points • 06 Jun 23
💼 Business Leadership Mistakes Responsibility Acquisitions Podcasts
  1. Making mistakes is normal and can strain relationships, but how we address them matters most.
  2. Shame is harmful and can hinder the process of repairing relationships and rebuilding trust.
  3. Leaders should take responsibility for their actions without succumbing to shame, fostering vulnerability and strengthening connections.

Illumina: Icahn Drops "Helix" Bombshell

Nongaap Investing • 27 implied HN points • 29 Oct 23
💰 Finance Investing Lawsuit Acquisitions Insider trading
  1. Carl Icahn made a significant allegation involving Helix funding GRAIL in a lawsuit against Illumina.
  2. Icahn is suing to uncover undisclosed motives behind Illumina's GRAIL acquisition, anticipating major board changes.
  3. Understanding the connection between Helix and GRAIL is crucial due to potential undisclosed stakes and the involvement of multiple companies like Biogen.

Issue #98: Apple Card Tops 12m Users, Ramp Announces An Acquisition, And Mastercard Launches A Gen AI Tool

Fintech Radar • 6 implied HN points • 07 Feb 24
💰 Finance Fintech Acquisitions
  1. Apple Card has over 12 million users and provided $1 billion in cashback rewards last year, showing challenges in acquiring users for embedded financial services.
  2. Fintech Ramp's acquisition of Venue highlights the competition in SMB banking to be a central hub for financial operations.
  3. Mastercard introduces Decision Intelligence Pro, using Gen AI to enhance transaction risk assessment, indicating the potential for Gen AI in compliance within the fintech sector.