Good and bad M&A

It appears that Oracle has won the bid to purchase TikTok’s US operations. ¯\_(ツ)_/¯ Anyone who knows anything about Oracle has to seriously wonder what this is going to do. Sure, Oracle desperately needs to enter new markets, but … TikTok? At the other end of the spectrum, NVIDIA is acquiring ARM. Now, that deal makes a lot […]

Zoom acquires Keybase (or, why companies buy companies)

There was an interesting Quora question recently, about why companies sometimes buy other companies, only to “shut them down”. Zoom just acquired Keybase (a startup, launched in 2014, to create a directory for public encryption keys). They performed such acquisition in order to solve their end-to-end encryption problem. These sound like different things. In fact, […]