logo
episode-header-image
Aug 2025
54m 35s

174. Canaries in the Coal Mine? Perplexi...

Kristen and Jen
About this episode
Send us Fan Mail This week, Kristen and Jen dive straight into the finance headlines with a M&A story: Perplexity, an AI startup valued at $18 billion, has made a $34 billion all-cash bid for Google Chrome. Kristen unpacks why this is virtually unprecedented in dealmaking, explaining how the size mismatch, lack of financing capacity, and Chrome’s not-for-sal ... Show More
Up next
Aug 19
Is a Private Credit scandal brewing behind the LA Lakers Sale?
The LA Lakers --- a prestigious basketball franchise that didn't change hands for 46 years --- just sold twice in ten months, the second time for $2.5 billion more than the first. The seller is Mark Walter, CEO of Guggenheim, owner of the Dodgers and part of Chelsea FC, and the m ... Show More
36m 54s
Aug 12
OpenAI's Lawyer: How Big Tech is Winning the AI Race in the Courts
We got to sit down with John Quinn — the "Quinn" of Quinn Emanuel — one of the most powerful litigators in the world, and the man whose firm is defending OpenAI right now. What does someone at the very top of the legal food chain see coming that the rest of us don't? And why does ... Show More
51m 10s
Aug 5
SpaceX: Revisiting the IPO and What Comes Next
After the largest IPO in history, only about 5% of SpaceX — roughly $83 billion of the $1.75 trillion — is actually free to trade. Insiders are locked up, the banks that underwrote the deal can't lend shares to short sellers, and index funds are being forced to buy as SpaceX join ... Show More
29m 14s
Recommended Episodes
Aug 2025
Will Perplexity Buy Google Chrome?
In this episode, Jamie and Jaeden discuss Perplexity's unsolicited $34.5 billion offer to acquire Google Chrome amidst Google's legal troubles related to antitrust issues. They explore the implications of this bold move, the competitive landscape of AI browsers, and the financial ... Show More
10m 41s
May 2024
Squarespace’s $6.9B Takeover, First of Many?
Private equity has $2.6 trillion in dry powder to put to work, is Squarespace at the top of a long shopping list? (00:21) Jason Moser and Dylan Lewis discuss: - Permira private equity’s plans to take website-builder Squarespace private at $6.9B. - The Biden administration’s rep ... Show More
29m 11s
Dec 2024
The Deal Room: Investment Banking & Attempted Murder
In this episode, Anthony Cheung and Stephen Barnett discuss the latest news in finance, including Nvidia's cash management and potential M&A strategies, BlackRock's aggressive acquisitions in private markets, ongoing antitrust challenges facing Google, the approval of Vodafone an ... Show More
33m 38s
Mar 2025
SOTS 2nd Hour: Prepping For The Fed, Google’s Biggest Acquisition EVER, and Time To Look Overseas? 3/18/25
<p>Stocks kicking off the morning in the red – David Faber, Michael Santoli, and Sara Eisen broke down the latest on the Fed front and where rates could be headed tomorrow. Why T. Rowe Price CIO Sébastien Page says to bet on international equities here over the SPX – plus, what C ... Show More
42m 52s
Apr 2025
Google Faces a Potential Breakup
The Department of Justice is asking Alphabet to sell Chrome. (00:21) Jason Moser and Ricky Mulvey discuss: - Why Apple could lose an “easy $20 billion” from Alphabet’s break-up. - General Motor’s big bet on electric vehicles. - Bill Ackman’s hedge fund, Pershing Square, buying a ... Show More
32m 36s
Feb 2024
The Deal Room: The sobering of SPACs and the IPO market heats up
tail spinning
34m 41s
May 2019
FCC Chief Gives Nod on T-Mobile Deal, Canva’s Future of Publishing, The Problem With Game Theory
Nabila Ahmed, Bloomberg News M&A Reporter, and Bloomberg Intelligence Telecom Analyst Matthew Kanterman discuss the FCC giving the okay for T-Mobile, Sprint deal. Melanie Perkins, CEO of Canva, talks about new funding for the online design platform. Andy Browne, Editorial Directo ... Show More
33m 49s
Jun 2021
Financials: A Fintech IPO to Watch and a Very Complex SPAC Deal
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a closer look at recent fintech IPO Flywire (NASDAQ:FLYW) and why it could be a smart stock for investors to keep on their radar. Plus, we recently received ... Show More
30m 38s
Sep 2019
Microsoft's Hike, GM's Strike
Microsoft hikes its dividend and buys back stock. Apple launches its subscription gaming service. Airbnb announces plans for an IPO. And FedEx delivers disappointment. Analysts Aaron Bush, Emily Flippen, and Ron Gross discuss these stories and the latest from Datadog, General Mil ... Show More
42m 10s