Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy Podcast Por  arte de portada

Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

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(0:00) Bestie intros!

(1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble

(17:42) IPO market, SPAC 2.0

(27:41) The AI rollup opportunity

(36:01) Sacks joins the show!

(38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content?

(45:04) Open source AI: DeepSeek's new model, pressure on US AI industry

(1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation

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Intro Music Credit:

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Intro Video Credit:

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Referenced in the show:

https://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900

https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost

https://x.com/Jason/status/1973461806585966655

https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai

https://x.com/scaling01/status/1972650237266465214

https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act

https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis

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