Reporter @theinformation covering tech M&A, IPOs and other big tech deals | Signal validapau.59
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BIG SPACEX SCOOP WITH @coryweinberg
> Musk will have super voting shares in a dual-class structure
> He will receive stock incentive every $500B increase in market cap and can go as high as $6.6T; if the space data centers can deliver “100 terawatts of compute per year”
Valida Pau retweeted
👀news about the neocloud liquidity & credit crisis:
Nvidia in talks to invest many hundreds of millions of dollars in Firmus, which just pulled its IPO
SCOOP w/ @aaronpholmes: A group of PE firms in recent months explored a deal for Xbox that could have valued it up to $150 billion.
Elon Musk said Tuesday SpaceX and Tesla have formed special committees to explore a potential merger.
This is the first step toward what would be the largest mergers of all-time, bringing together Musk’s sprawling empire of electric cars, rocket launch, satellite and AI businesses.
theinformation.com/briefings…
NEW w/ @julia_hornstein: $PANW CEO's daughter Ayesha Arora-Hughes is raising a $100M+ fund to back AI startups. Nikesh Arora is advising her.
theinformation.com/newslette…
No doubt Nikesh is a seasoned exec w/ lots of experience with startups. Throwback to
theinformation.com/articles/…
Valida Pau retweeted
Tesla has been working on this demo for the better part of the year.
I wrote in August for @TheInformation about what the demonstration would entail and some of the inspirations for the vehicle, including the SR-71 Blackbird spy plane and Lamborghini Countach.
Valida Pau retweeted
First time Dealmaker writer, long time enjoyer :)
Self-driving software supplier Applied Intuition has been fielding investment offers valuing it at least $30b, doubling its valuation from June. It's likely to raise $1b+ in the next few months.
theinformation.com/newslette…
surfing is realizing that my surfing skill is always worse than my real life problems so i shall stop worrying
Scoop w/ @amir: OpenAI is in early talks to buy a security startup, known for fixing and patching vulnerabilities in open-source software.
theinformation.com/articles/…
that’s a post marathon scoop from @julia_hornstein
new, w @dakincampbell @_pheebini: as startups scramble to get access to ai servers, vcs are trying to secure compute on their behalf. a16z has discussed partnering w portcos volta and switch to expand its cluster, and general catalyst has been working on securing a data center.
From last week w/@_pheebini: At one point, Perplexity and Nvidia were deep in deal talks, which they discussed a range of options from M&A to license-and-hire deal.
They ultimately landed on a partnership plus an investment from the chip giant. Nvidia is going to invest half the equity round, or $3 billion that would value Perplexity at $35 billion before the investment.
theinformation.com/articles/… more on Nvidia's shopping list
