Strategic M&A has definitely picked up now that the first tranch of AI startups in Seed to Series B stage are hitting the 2-3 year mark and the dust has somewhat settled on how to evaluate a target's AI thesis independently from their distribution thesis.
It'll be an interesting opportunity to see if firms with significant dry powder can successfully leverage M&A to execute internal strategy shifts to build a defensible AI story - especially implementation and services firms like the Accentures and TCSes of the world.
alephnerd•47m ago
It'll be an interesting opportunity to see if firms with significant dry powder can successfully leverage M&A to execute internal strategy shifts to build a defensible AI story - especially implementation and services firms like the Accentures and TCSes of the world.