Topic

AI M&A Strategy

Latest viewpoints

Major AI acquisitions require unusually fast executive conviction

Lemkin argues that acquisitions on Cursor's scale can only be executed by a small number of leaders able to commit enormous amounts of capital within days.

Jason Lemkin AI M&A Strategy Source at 8:04

Microsoft has the strongest strategic need for leading coding tools

O’Driscoll argues that losing leadership with developers is more strategically consequential for Microsoft than for Amazon or Meta, making ownership of a leading coding product particularly important.

Rory O’Driscoll AI M&A Strategy Source at 13:33

Leaders

Jensen Huang

CEO, Nvidia

Last interview Sep 2, 2026

Howard Lutnick

Public business viewpoint profile

Last interview Sep 2, 2026

Sam Altman

CEO, OpenAI

Last interview Sep 2, 2026

Elon Musk

CEO, SpaceX / Tesla

Last interview Sep 1, 2026

Julien Bek

Partner, Sequoia Capital

Last interview Aug 24, 2026

Thibault Sottiaux

Engineer, OpenAI

Last interview Aug 24, 2026

Matthew Berman

Influencer, Forward Future

Last interview Aug 24, 2026

David Senra

Podcaster, Senra Show

Last interview Aug 23, 2026

LeAnn Foster

Founder, EUTHENICS

Last interview Aug 22, 2026

Eric Ho

CEO, Goodfire

Last interview Aug 21, 2026