A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: Khosla Ventures Founder Vinod Khosla, Quantum Capital Group Executive Vice Chairman Dwight Scott, Vinson & Elkins Partner M&A and Capital Markets Lande Spottswood, and Thoma Bravo Senior Partner A.J. Rohde.
Chapters:
00:00:00 – Bloomberg Deals opens
00:01:20 – United CEO Pushes For Combination With American Airlines
00:02:27 – Amazon To Acquire Globalstar Fir $11.6B
00:04:28 – Wall Street’s First Quarter Advisory Surge
00:07:31 – PIMCO Buys $400M of Bonds From Blue Owl BDC
00:10:08 – Vinod Khosla, Khosla Ventures Founder
00:11:38 – Khosla: Don’t Think Timing Matters With These IPOs
00:13:00 – Khosla: We Are In The ‘Greed Cycle’
00:16:17 – Khosla on Investing In Data Center
00:17:38 – Khosla: Very Few Skills AI Won’t Be Able To Do Better Than Humans
00:19:59 – Pershing Square Launches Combined IPO
00:24:27 – Dwight Scott: Scott: Upstream Business Is Undercapitalized
00:27:10 – Lande Spottswood: Need To See More Fundraising In Upstream
00:28:18 – Spottswood: Long-Term Rationale In Big Energy Is The Same
00:29:53 – Scott: Mideast Conflict May Reprice Bottom For Commodities
00:31:03 – Scott on Public Companies Optimizing Their Portfolios
00:32:34 – Spottswood on Regulators
00:36:34 – A.J. Rohde: Had Some Experience With Joint Venture Concept
00:38:54 – Rohe: Active Market For Software Financing
00:39:48 – Rohde: ‘Bubbly Kind of Thing’ To See Allbirds Turn To AI
00:41:37 – Hollywood Stars Fight paramount-Warner Deal
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