Hello and welcome back to Equity, a podcast about the business of startups, where we unpack the numbers and nuance behind the headlines.
- More on the potential M&A boom this week, in light of this recent CNBC piece that got my mind turning. Sure, this is kinda like the CVC story we’ve been tracking, but a bit more focused.
- China’s venture capital market is taking body-blows, albeit from recent highs. Still, it is more than easy to track the country’s regulatory crackdown to falling venture capital activity.
- Strong Compute raised money, highlighting the fact that early-stage companies can still raise, and that there could be huge unlocks coming in ML model training. Which would be good for all of us.
- And is on-demand pricing on the way out? Things aren’t looking good for the model that once challenged the incumbency of SaaS.
Woo! Equity is live this Thursday, so come hang with us on Twitter Spaces or Hopin, yeah? Chat then!