logo
episode-header-image
Jun 16
31m 12s

The Week in M&A: Disney Buys Hulu, Meta’...

AMPLIFYME
About this episode

From a $33 billion family tie-up at Toyota to Japan’s 400% surge in M&A activity, Anthony and Stephen break down the latest investment banking scorecard and why dealmakers are suddenly flocking East.


They also dig into Disney’s final takeover of Hulu, the $15 billion Meta bet on AI startup Scale, and the fiery rise of Dave’s Hot Chicken, where three friends turned a $900 parking lot pop-up into a billion-dollar brand.


Essential listening for anyone tracking global M&A trends, streaming wars, AI arms races and the unexpected lessons of franchise chicken economics.


(00:00) Intro & Themes in Focus

(02:09) Investment Banking Scorecard Overview

(04:09) Japan's M&A Surge: A Deep Dive

(10:46) Disney's Strategic Acquisition of Hulu

(16:46) Meta's $15 Billion Bet on AI

(23:25) The Rise of Dave's Hot Chicken


****

Check out the AmplifyME Summer Analyst Tradining Programme https://amplifyme.com/summer-analyst-programme


Up next
Aug 18
Demystifying Commodities with Lauren Haymond, Global Head of Talent Strategy at CCI
In this episode, we shine a light on one of the most powerful yet misunderstood sectors in finance - commodities. Joined by Lauren Haymond, Global Head of Talent Strategy at Castleton Commodities International (CCI), we unpack what makes this industry uniquely dynamic and ripe wi ... Show More
33m 38s
Aug 6
Inside Wealth Management with Barclays’ Will Hobbs
In this episode, we dive into the archive to take you back to 2022 when Anthony spoke to Will Hobbs, who at the time of recording was the acting Chief Investment Officer of Barclays Wealth Management.Will talks about his untraditional route into markets, from training in Italy as ... Show More
39m 54s
Aug 1
Meta Surges 12%, Microsoft Tops $4T and the Fed Turn Hawkish
Earnings season is in full swing and Meta and Microsoft are stealing the show. Anthony and Piers dive into why Meta’s shares rocketed 12% on blockbuster earnings, a stunning rebound from its metaverse slump. They explore how Zuckerberg’s all-in AI pivot is paying off, from $100M ... Show More
40m 54s
Recommended Episodes
Apr 2025
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
Welcome to The Daily Deal — the new show with Harry Stebbings and Jason Lemkin, where we break down the biggest stories in tech, venture, and B2B. From market meltdowns to billion-dollar raises, wild valuations, and the drama behind the deals. We’re covering it all! Plus, we’ll b ... Show More
1h 27m
Jun 25
Business as a sport, Surge AI, and Waymo vs. Robotaxi
Want to scale your startup? Get 700 prompts for your side hustle: https://clickhubspot.com/fpg Episode 720: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk about how Surge built a $1B business in 5 years and the second-order effects of self-dri ... Show More
1h 9m
Jan 2025
20VC: Shervin Pishevar on The Epic Uber War and What Really Happened in the Firing of Travis Kalanick | Raising $15BN to Win China | Why The Traditional Venture Capital Model is Dead | The Future of Q
Shervin Pishevar is a serial entrepreneur and investor. Shervin is famed for leading Uber’s Series B at Menlo alongside leading Warby Parker’s Series A and investing in Tumblr, all in just 18 months at Menlo. Following Menlo, Shervin co-founded Sherpa Capital and today Shervin is ... Show More
1h 12m
Jul 15
🙋‍♀️ “Power Pause” — Millennial Moms-preneurs. KFC vs Dave’s Hot Chicken. Vibe Coding’s AI drama.
KFC just fell out of the top 3 chicken chains in America… and Dave’s Hot is bringing the heat.Millennial Moms are leading a female founder boom… and it’s all thanks to “The Power Pause.”Google and OpenAI are battling to win in Vibe-Coding… and we created an app instantly thanks t ... Show More
22m 6s
Aug 2024
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
(0:00) Bestie intros: Jason is back from COVID! (3:55) Yen carry trade unravels, Japan's unique economic issues (27:22) Recession odds growing, is the US already in a "lowkey recession"? (45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position (55:5 ... Show More
1h 44m
Aug 22
💆‍♀️ “AI-ahhhhhh” – Equinox’s AI masseuse. Robinhood’s QB sneak. Millennials’ tantrum tax. +9/9/9 Hot Dog strategy.
Equinox is adding AI robot masseuses to 60 of their gym locations… and it’s actually good for the job market.Robinhood launched football betting predictions… It’s a sports betting QB sneak.Millennials are dropping up to $147K for 5 years of daycare… It’s the Childcare Tax.Plus, t ... Show More
22m 57s
Dec 2024
🥜 “PB & Profits” — Uncrustables’ $1B sandwich. The Mullet Stock Market. Klarna’s AI Ozempic.
Uncrustables is close to $1B in annual sales… Biggest fan of these PB&J snacks? NFL players. How to explain stocks? We have a “Mullet Market”... Fundamentals in the front, crypto party in the back.Klarna is the most intense user of Artificial Intelligence we’ve ever seen… 1 chatb ... Show More
22m 47s
Aug 2024
Stocks rise as US recession fears abate
Global equities surged, driven by US stocks, as strong retail numbers and encouraging jobless claims alleviated recession fears. US Treasury yields and the dollar also climbed. Meanwhile, gold rose on Middle East tensions and expectations of interest rate cuts. Retail giants Walm ... Show More
16m 33s
Apr 2024
Markets and the Israel-Iran Conflict, Netflix Slumps, New Woes for Tesla 4/19/24
Carl Quintanilla and Jim Cramer discussed what to make of the markets trying to shrug off Israel's early Friday retaliatory strike against Iran  -- with the S&P 500 and Nasdaq in the midst of five-session losing streaks. The anchors also reacted to Netflix shares down sharply, as ... Show More
42m 36s
Mar 2025
Nvidia’s New Chips, with a Side of Valuation
Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus:- The coming generation of chips.- Increased competition from hyperscalers. - Partnerships in fast food, autonomous ... Show More
33m 19s